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Carnival Corporation Ltd

760 hedge funds and large institutions have $10.7B invested in Carnival Corporation Ltd in 2020 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 297 increasing their positions, 162 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 90

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

83% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 162

77% more capital invested

Capital invested by funds: $6.04B → $10.7B (+$4.64B)

48% more call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.01B

13% more funds holding

Funds holding: 672760 (+88)

3.24% less ownership

Funds ownership: 66.53%63.29% (-3.2%)

Holders
760
Holders Change
+88
Holders Change %
+13.1%
% of All Funds
13.45%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
185
Increased
297
Reduced
162
Closed
90
Calls
$1.48B
Puts
$1.01B
Net Calls
+$478M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
351
Nordea Investment Management
Sweden
$571K +$35.3K +1,984 +8%
Baird Financial Group
352
Baird Financial Group
Wisconsin
$566K +$88K +4,950 +23%
CGH
353
Crossmark Global Holdings
Texas
$562K -$176K -9,920 -28%
EPA
354
Element Pointe Advisors
Florida
$554K -$455K -25,600 -50%
TJHA
355
Thomas J. Herzfeld Advisors
Florida
$554K +$454K +25,559 New
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$553K +$454K +25,545 New
BHB
357
Bank Hapoalim BM
Israel
$551K +$452K +25,420 New
BA
358
Bluesphere Advisors
Pennsylvania
$544K +$447K +25,154 New
AFA
359
American Financial Advisors
Georgia
$537K -$1.78K -100 -0.4%
SAF
360
Smith Anglin Financial
Texas
$536K +$440K +24,725 New
EVM
361
Eaton Vance Management
Massachusetts
$535K -$7.09K -399 -2%
Franklin Resources
362
Franklin Resources
California
$534K +$78.1K +4,394 +22%
IWC
363
Integrated Wealth Concepts
Massachusetts
$532K +$436K +24,545 New
AC
364
Allstate Corporation
Illinois
$531K
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$529K +$434K +24,405 New
LFAS
366
Level Four Advisory Services
Texas
$523K +$142K +7,991 +49%
PVWM
367
Point View Wealth Management
New Jersey
$516K -$30.7K -1,727 -7%
TRCT
368
Tower Research Capital (TRC)
New York
$515K +$52.8K +2,971 +14%
FFN
369
Focus Financial Network
Minnesota
$514K +$213K +11,987 +102%
HAG
370
HighPoint Advisor Group
Illinois
$514K +$127K +7,142 +41%
CB
371
Commerce Bank
Missouri
$512K -$65.4K -3,680 -13%
PA
372
Pinnacle Associates
New York
$510K -$111K -6,251 -21%
CI
373
Cigna Investments
Connecticut
$504K +$153K +8,592 +59%
XS
374
XR Securities
Illinois
$496K +$407K +22,886 New
IRC
375
Investors Research Corp
Georgia
$495K -$19.6K -1,100 -5%

CCL Hedge Fund Activity: Q4 2020 in Review

760 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2020, worth a combined $10.7B — up 77% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new CCL positions and 90 closed out — a net gain of 95 holders — while 297 added to existing stakes and 162 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $285M. The largest seller was Millennium Management, cutting an estimated $48.6M.

  • 760 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2020, up from 672 in Q3 2020.
  • Funds reported $10.7B of Carnival Corporation Ltd stock for Q4 2020, up 77% quarter-over-quarter.
  • 185 funds opened new Carnival Corporation Ltd positions in Q4 2020 and 90 closed out, a net change of +95 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2020 was D.E. Shaw & Co, an estimated $285M added.
  • The largest Carnival Corporation Ltd seller in Q4 2020 was Millennium Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2020.