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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
HWM
351
HB Wealth Management
Georgia
$514K +$35.1K +2,416 +10%
KWM
352
Kingsview Wealth Management
Oregon
$513K -$64.4K -4,436 -14%
WP
353
WealthSource Partners
California
$509K +$900 +62 +0.2%
EFM
354
E Fund Management
China
$501K +$393K +27,038 New
AWM
355
Aspire Wealth Management
Massachusetts
$488K
FI
356
FJ Investments
Utah
$486K +$380K +26,200 New
MG
357
Marex Group
$483K -$628K -43,273 -62%
SPC
358
Sigma Planning Corp
Michigan
$479K -$112K -7,696 -23%
OSAM
359
O'Shaughnessy Asset Management
Connecticut
$472K +$103K +7,084 +39%
GWM
360
Geneos Wealth Management
Colorado
$471K -$7.24K -499 -2%
BHCM
361
Brevan Howard Capital Management
Jersey
$464K -$131K -9,000 -26%
JAWM
362
J. Arnold Wealth Management
Ohio
$464K -$14.5K -1,000 -4%
SC
363
Shay Capital
New York
$464K +$363K +25,000 New
AFG
364
Atomi Financial Group
New York
$460K +$360K +24,814 New
RS
365
Rakuten Securities
Japan
$459K +$360K +24,783 New
MAM
366
Meeder Asset Management
Ohio
$448K
USCWA
367
U.S. Capital Wealth Advisors
Texas
$441K -$49.1K -3,385 -12%
IMCOOI
368
Investment Management Corp of Ontario (IMCO)
Canada
$437K +$342K +23,551 New
AM
369
AGF Management
Ontario, Canada
$435K +$341K +23,461 New
AC
370
AXQ Capital
New Jersey
$434K +$340K +23,400 New
DEA
371
DoubleLine ETF Adviser
Florida
$433K +$5.66K +390 +2%
QCM
372
Quantinno Capital Management
New York
$428K -$291K -20,073 -47%
VI
373
Vestcor Inc
New Brunswick, Canada
$426K -$2.96K -204 -0.9%
Public Sector Pension Investment Board (PSP Investments)
374
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$425K -$1.23M -84,997 -79%
IRC
375
Investors Research Corp
Georgia
$410K -$5.08K -350 -2%

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.