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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
LFAS
351
Level Four Advisory Services
Texas
$218K +$7.01K +677 +3%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$215K -$13.6K -1,315 -7%
MOS
353
MGO One Seven
Ohio
$212K +$1.37K +132 +0.6%
DA
354
Doliver Advisors
Texas
$205K -$2.65K -256 -1%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$205K -$18.6K -1,796 -8%
NA
356
NewEdge Advisors
Louisiana
$203K -$108K -10,449 -33%
FFN
357
Focus Financial Network
Minnesota
$202K -$4.65K -449 -2%
HAS
358
Holland Advisory Services
Florida
$202K
CF
359
Cantor Fitzgerald
New York
$201K -$37.7K -3,640 -16%
William Blair & Company
360
William Blair & Company
Illinois
$198K +$1.14K +110 +0.6%
BCV
361
Banque Cantonale Vaudoise
Switzerland
$197K +$20.7K +2,000 +12%
FFM
362
Forum Financial Management
Illinois
$197K +$82.5K +7,968 +70%
CCM
363
Chiron Capital Management
Florida
$195K +$2.07K +200 +1%
Baird Financial Group
364
Baird Financial Group
Wisconsin
$194K +$21.7K +2,095 +12%
AFA
365
American Financial Advisors
Georgia
$193K -$4.14K -400 -2%
BTI
366
Blue Trust Inc
Georgia
$191K +$15.1K +1,461 +7%
QT
367
Quantamental Technologies
New York
$188K +$192K +18,545 New
Wellington Management Group
368
Wellington Management Group
Massachusetts
$187K +$73K +7,052 +62%
MFS
369
Mirabella Financial Services
United Kingdom
$183K +$187K +18,062 New
KPWS
370
Kestra Private Wealth Services
Texas
$183K +$1.92K +185 +1%
PA
371
Pinnacle Associates
New York
$182K -$14K -1,354 -7%
GVAG
372
Great Valley Advisor Group
Delaware
$178K +$3.44K +332 +2%
BFM
373
Boothbay Fund Management
New York
$177K -$125K -12,059 -41%
MA
374
Mutual Advisors
Nebraska
$175K +$33.8K +3,265 +23%
HAM
375
Hedges Asset Management
Nevada
$173K -$31.1K -3,000 -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.