We are live on ! Find out more
CCL icon

Carnival Corporation Ltd

647 hedge funds and large institutions have $6.36B invested in Carnival Corporation Ltd in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 212 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

43% more capital invested

Capital invested by funds: $4.45B → $6.36B (+$1.91B)

17% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 212

0.6% more ownership

Funds ownership: 64.06%64.65% (+0.6%)

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

2% less funds holding

Funds holding: 660647 (-13)

18% less call options, than puts

Call options by funds: $493M | Put options by funds: $599M

Holders
647
Holders Change
-13
Holders Change %
-1.97%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
111
Increased
248
Reduced
212
Closed
119
Calls
$493M
Puts
$599M
Net Calls
-$107M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
X
326
Xponance
Pennsylvania
$317K +$289K +19,282 New
SIA
327
Soltis Investment Advisors
Utah
$317K +$289K +19,293 New
MCM
328
Mork Capital Management
California
$315K
CIA
329
Cascade Investment Advisors
Oregon
$309K -$8.24K -550 -3%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$306K -$44.8K -2,987 -14%
NFG
331
Next Financial Group
Texas
$301K +$153K +10,215 +126%
CF
332
Centaurus Financial
California
$299K +$272K +18,183 New
Franklin Resources
333
Franklin Resources
California
$298K -$2.4M -159,970 -89%
DAS
334
Dynamic Advisor Solutions
Arizona
$298K -$57.7K -3,848 -17%
TRCT
335
Tower Research Capital (TRC)
New York
$297K -$818K -54,605 -75%
SWP
336
Stratos Wealth Partners
Ohio
$296K +$270K +18,031 New
BRWA
337
B. Riley Wealth Advisors
Florida
$295K +$93.5K +6,241 +53%
AAS
338
Avantax Advisory Services
Texas
$293K +$265K +17,673 New
MIAN
339
Mariner Independent Advisor Network
Kansas
$291K -$220K -14,675 -45%
SS
340
Simplicity Solutions
Minnesota
$287K +$17.8K +1,186 +7%
MFG
341
Magnus Financial Group
New York
$284K +$259K +17,278 New
Brown Advisory
342
Brown Advisory
Maryland
$280K +$1.95K +130 +0.8%
CMTU
343
Capital Markets Trading (UK)
United Kingdom
$279K +$255K +17,000 New
SWIG
344
Strategic Wealth Investment Group
Kentucky
$278K +$254K +16,930 New
WAM
345
Wolverine Asset Management
Illinois
$277K +$253K +16,885 New
APA
346
American Portfolios Advisors
New York
$269K +$86.8K +5,795 +55%
LIA
347
LS Investment Advisors
Michigan
$262K +$25.2K +1,683 +12%
PI
348
PineBridge Investments
New York
$261K -$53.6K -3,574 -18%
LNC
349
Lincoln National Corp
Pennsylvania
$261K +$81.5K +5,440 +52%
RIL
350
Rothschild Investment LLC
Illinois
$259K -$208K -13,875 -47%

CCL Hedge Fund Activity: Q2 2020 in Review

647 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q2 2020, worth a combined $6.36B — up 43% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CCL and 111 opened new positions — a net loss of 8 holders — while 212 trimmed existing stakes and 248 added.

The largest buyer was Vanguard Group, adding an estimated $302M. The largest seller was Invesco, cutting an estimated $95M.

  • 647 institutional investors held Carnival Corporation Ltd (CCL) as of Q2 2020, down from 660 in Q1 2020.
  • Funds reported $6.36B of Carnival Corporation Ltd stock for Q2 2020, up 43% quarter-over-quarter.
  • 111 funds opened new Carnival Corporation Ltd positions in Q2 2020 and 119 closed out, a net change of -8 holders.
  • The largest Carnival Corporation Ltd buyer in Q2 2020 was Vanguard Group, an estimated $302M added.
  • The largest Carnival Corporation Ltd seller in Q2 2020 was Invesco, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2020.