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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
PFO
376
Pathstone Family Office
New Jersey
$172K -$215K -20,764 -56%
OIA
377
OneDigital Investment Advisors
Kansas
$172K +$13.1K +1,263 +8%
PA
378
Profund Advisors
Maryland
$171K +$8.77K +847 +5%
DILIC
379
Dai-ichi Life Insurance Company
Japan
$169K
WWP
380
WR Wealth Planners
Missouri
$168K +$169K +16,357 +11,203%
PIA
381
Perennial Investment Advisors
California
$165K +$12.7K +1,226 +8%
ASN
382
Advisory Services Network
Georgia
$164K -$87.2K -8,420 -34%
First Manhattan
383
First Manhattan
New York
$163K +$3.11K +300 +2%
Bessemer Group
384
Bessemer Group
New Jersey
$161K +$55.1K +5,318 +51%
BAM
385
Berkshire Asset Management
Pennsylvania
$161K -$11.4K -1,100 -6%
SWM
386
Silverlake Wealth Management
Vermont
$161K +$20.7K +2,000 +14%
SBIA
387
Sheaff Brock Investment Advisors
Indiana
$159K +$1.04K +100 +0.6%
CG
388
Carmignac Gestion
France
$158K +$162K +15,600 New
MC
389
Moors & Cabot
Massachusetts
$154K +$45.6K +4,400 +41%
XS
390
XR Securities
Illinois
$152K -$9.6K -927 -6%
SSG
391
Summit Securities Group
New York
$152K -$166K -16,047 -52%
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$149K +$25.9K +2,500 +20%
SS
393
Sunbelt Securities
Texas
$149K +$4.31K +416 +3%
WPW
394
Waldron Private Wealth
Pennsylvania
$148K +$43.7K +4,220 +41%
KWM
395
Kingsview Wealth Management
Oregon
$147K -$32.4K -3,129 -18%
PGFC
396
Peapack-Gladstone Financial Corp
New Jersey
$146K +$12.4K +1,200 +9%
BCM
397
Brookstone Capital Management
Illinois
$146K +$4.71K +455 +3%
BPA
398
Beacon Pointe Advisors
California
$146K +$149K +14,355 New
Wealthfront Advisers
399
Wealthfront Advisers
California
$145K +$16K +1,547 +12%
SVWAG
400
Sound View Wealth Advisors Group
Georgia
$145K +$23.8K +2,300 +19%

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.