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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
LFAS
376
Level Four Advisory Services
Texas
$409K -$10.9K -754 -3%
OC
377
Oppenheimer & Co
New York
$409K -$427K -29,396 -57%
PA
378
Profund Advisors
Maryland
$408K +$26.3K +1,810 +9%
CCM
379
Coldstream Capital Management
Washington
$408K +$8.64K +595 +3%
WG
380
Winton Group
United Kingdom
$406K +$318K +21,889 New
ECM
381
Everence Capital Management
Indiana
$396K -$186K -12,843 -38%
MA
382
Mutual Advisors
Nebraska
$395K -$80.1K -5,515 -21%
JWCA
383
J.W. Cole Advisors
Florida
$394K +$29K +2,000 +10%
TWM
384
Triton Wealth Management
Arizona
$391K -$4.36K -300 -1%
TFS
385
Thoroughbred Financial Services
Tennessee
$391K -$33.5K -2,311 -10%
AFAS
386
Acorn Financial Advisory Services
Virginia
$382K +$610 +42 +0.2%
CAI
387
Capital Advisors Inc
Oklahoma
$382K +$299K +20,600 New
William Blair & Company
388
William Blair & Company
Illinois
$372K +$2.16K +149 +0.7%
SCM
389
Stevens Capital Management
Pennsylvania
$364K +$285K +19,650 New
TWC
390
TD Waterhouse Canada
Ontario, Canada
$359K +$28.9K +1,990 +12%
HAS
391
Holland Advisory Services
Florida
$359K
FFM
392
Forum Financial Management
Illinois
$359K
UCFA
393
United Capital Financial Advisors
Texas
$359K +$281K +19,346 New
PA
394
Pinnacle Associates
New York
$357K -$44 -3 -0%
FFN
395
Focus Financial Network
Minnesota
$353K -$13.8K -952 -5%
LNC
396
Lincoln National Corp
Pennsylvania
$345K -$114K -7,875 -30%
BRWA
397
B. Riley Wealth Advisors
Florida
$344K +$16.9K +1,162 +7%
DA
398
Doliver Advisors
Texas
$343K -$19.1K -1,317 -7%
PE
399
Point72 Europe
United Kingdom
$339K +$265K +18,277 New
GVAG
400
Great Valley Advisor Group
Delaware
$335K +$14.2K +981 +6%

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.