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Carnival Corporation Ltd

806 hedge funds and large institutions have $12.7B invested in Carnival Corporation Ltd in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 235 increasing their positions, 253 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 80

43% more capital invested

Capital invested by funds: $8.85B → $12.7B (+$3.81B)

8% more funds holding

Funds holding: 749806 (+57)

3.47% more ownership

Funds ownership: 57.57%61.04% (+3.5%)

7% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 253

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

45% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $2.08B

Holders
806
Holders Change
+57
Holders Change %
+7.61%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
146
Increased
235
Reduced
253
Closed
80
Calls
$1.15B
Puts
$2.08B
Net Calls
-$933M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
326
Wedbush Securities
California
$622K -$30.1K -2,070 -6%
CP
327
CenterBook Partners
Connecticut
$616K +$482K +33,216 New
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$611K +$30.4K +2,097 +7%
WC
329
Wexford Capital
Florida
$609K +$477K +32,863 New
MGP
330
Metis Global Partners
California
$604K -$58.9K -4,057 -11%
DADC
331
D.A. Davidson & Co
Montana
$598K +$2.9K +200 +0.6%
HI
332
Harbour Investments
Wisconsin
$597K -$21.9K -1,508 -4%
GC
333
GFG Capital
Florida
$593K -$13K -895 -3%
NMIMC
334
Northwestern Mutual Investment Management Company
Wisconsin
$591K +$1.36K +94 +0.3%
APG Asset Management
335
APG Asset Management
Netherlands
$583K -$8.99K -619 -2%
MC
336
Machina Capital
France
$574K +$450K +30,967 New
USAA
337
United Services Automobile Association
Texas
$573K +$60.6K +4,172 +16%
VanEck Associates
338
VanEck Associates
New York
$566K -$1.36K -94 -0.3%
VI
339
Versor Investments
New York
$566K +$133K +9,156 +43%
Vontobel Holding
340
Vontobel Holding
Switzerland
$563K -$3.26M -224,237 -88%
SFCM
341
Savoir Faire Capital Management
Connecticut
$560K +$14.4K +992 +3%
IA
342
Investor AB
Sweden
$556K +$203K +14,000 +88%
APP
343
Avantax Planning Partners
Iowa
$554K +$1.06K +73 +0.2%
CUAMC
344
China Universal Asset Management Company
China
$547K +$428K +29,500 New
CA
345
Cetera Advisors
Colorado
$546K -$15.4K -1,060 -3%
OTL
346
Oak Thistle LLC
New York
$536K +$420K +28,923 New
EI
347
Ethic Inc
New York
$531K -$68.8K -4,742 -14%
CGH
348
Crossmark Global Holdings
Texas
$530K +$4.64K +320 +1%
PP
349
Prudential plc
United Kingdom
$527K +$319 +22 +0.1%
DWP
350
Daymark Wealth Partners
Ohio
$519K

CCL Hedge Fund Activity: Q4 2023 in Review

806 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2023, worth a combined $12.7B — up 43% from $8.85B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new CCL positions and 80 closed out — a net gain of 66 holders — while 235 added to existing stakes and 253 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Renaissance Technologies, cutting an estimated $126M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2023, up from 749 in Q3 2023.
  • Funds reported $12.7B of Carnival Corporation Ltd stock for Q4 2023, up 43% quarter-over-quarter.
  • 146 funds opened new Carnival Corporation Ltd positions in Q4 2023 and 80 closed out, a net change of +66 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $291M added.
  • The largest Carnival Corporation Ltd seller in Q4 2023 was Renaissance Technologies, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.