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Carnival Corporation Ltd

709 hedge funds and large institutions have $5.81B invested in Carnival Corporation Ltd in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 197

22% more capital invested

Capital invested by funds: $4.75B → $5.81B (+$1.06B)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% less funds holding

Funds holding: 715709 (-6)

2.09% less ownership

Funds ownership: 53.25%51.16% (-2.1%)

62% less call options, than puts

Call options by funds: $480M | Put options by funds: $1.26B

Holders
709
Holders Change
-6
Holders Change %
-0.84%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
86
Increased
255
Reduced
197
Closed
72
Calls
$480M
Puts
$1.26B
Net Calls
-$776M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
326
Gateway Investment Advisers
Ohio
$287K +$119K +11,486 +69%
NC
327
NinePointTwo Capital
California
$286K +$293K +28,245 New
WP
328
WealthPLAN Partners
Nebraska
$281K
CGH
329
Crossmark Global Holdings
Texas
$280K -$3.52K -340 -1%
Balyasny Asset Management
330
Balyasny Asset Management
Illinois
$275K -$2.01M -194,090 -88%
AWE
331
Avidian Wealth Enterprises
Texas
$271K +$88.8K +8,570 +47%
GC
332
GFG Capital
Florida
$268K +$3.52K +340 +1%
AWM
333
Aspire Wealth Management
Massachusetts
$267K +$71.4K +6,898 +35%
ALAM
334
Asahi Life Asset Management
Japan
$264K +$270K +26,050 New
CCM
335
Coldstream Capital Management
Washington
$257K +$249 +24 +0.1%
CFGS
336
Concourse Financial Group Securities
Alabama
$248K -$2.59K -250 -1%
MAM
337
Meeder Asset Management
Ohio
$245K +$250K +24,173 New
FIA
338
Foundations Investment Advisors
Arizona
$243K +$11.2K +1,080 +5%
TI
339
Tidal Investments
Wisconsin
$240K -$20K -1,933 -8%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$239K +$31.9K +3,079 +15%
Swedbank
341
Swedbank
Sweden
$238K +$4.26K +411 +2%
VI
342
Vestcor Inc
New Brunswick, Canada
$238K
PCA
343
Prosperity Capital Advisors
Ohio
$229K +$7.78K +751 +3%
IRC
344
Investors Research Corp
Georgia
$229K -$2.33K -225 -1%
QPBE
345
Quintet Private Bank (Europe)
Luxembourg
$228K +$233K +22,490 New
AFAS
346
Acorn Financial Advisory Services
Virginia
$224K +$8.22K +794 +4%
DEA
347
DoubleLine ETF Adviser
Florida
$219K +$55.2K +5,334 +33%
TFS
348
Thoroughbred Financial Services
Tennessee
$219K +$1.07K +103 +0.5%
DC
349
Davenport & Co
Virginia
$219K -$69.5K -6,712 -24%
BRWA
350
B. Riley Wealth Advisors
Florida
$218K -$38.3K -3,701 -15%

CCL Hedge Fund Activity: Q1 2023 in Review

709 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2023, worth a combined $5.81B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 72 closed out — a net gain of 14 holders — while 255 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.4M. The largest seller was Truist Financial, cutting an estimated $379M.

  • 709 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2023, down from 715 in Q4 2022.
  • Funds reported $5.81B of Carnival Corporation Ltd stock for Q1 2023, up 22% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q1 2023 and 72 closed out, a net change of +14 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2023 was Citadel Advisors, an estimated $73.4M added.
  • The largest Carnival Corporation Ltd seller in Q1 2023 was Truist Financial, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.