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Carnival Corporation Ltd

755 hedge funds and large institutions have $11.8B invested in Carnival Corporation Ltd in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 240 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

102% more capital invested

Capital invested by funds: $5.81B → $11.8B (+$5.95B)

71% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 70

6% more funds holding

Funds holding: 709755 (+46)

4.79% more ownership

Funds ownership: 51.16%55.96% (+4.8%)

5% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 240

32% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.15B

Holders
755
Holders Change
+46
Holders Change %
+6.49%
% of All Funds
11.85%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.25%
New
120
Increased
227
Reduced
240
Closed
70
Calls
$1.46B
Puts
$2.15B
Net Calls
-$689M
Net Calls Change
+$87M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
401
DZ Bank
Germany
$349K -$208K -17,765 -48%
HWM
402
HB Wealth Management
Georgia
$349K +$217K +18,521 New
KWM
403
Kingsview Wealth Management
Oregon
$347K +$46.3K +3,961 +27%
WWP
404
WR Wealth Planners
Missouri
$345K +$21.3K +1,818 +11%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$337K -$26.9K -2,301 -11%
QCM
406
Quantinno Capital Management
New York
$329K +$204K +17,466 New
FIA
407
Foundations Investment Advisors
Arizona
$322K -$79.8K -6,824 -29%
GVAG
408
Great Valley Advisor Group
Delaware
$322K -$5.69K -486 -3%
WFA
409
WMG Financial Advisors
Tennessee
$322K +$200K +17,077 New
HAM
410
Hedges Asset Management
Nevada
$320K
BCV
411
Banque Cantonale Vaudoise
Switzerland
$320K -$26.9K -2,300 -12%
IWM
412
IHT Wealth Management
Illinois
$313K -$271K -23,146 -58%
IA
413
IFP Advisors
Florida
$306K -$57.8K -4,943 -23%
BAM
414
Berkshire Asset Management
Pennsylvania
$299K +$409 +35 +0.2%
AFA
415
American Financial Advisors
Georgia
$298K -$37.6K -3,216 -17%
VFA
416
Valeo Financial Advisors
Indiana
$297K +$44.8K +3,830 +32%
SBIA
417
Sheaff Brock Investment Advisors
Indiana
$291K -$2.32K -198 -1%
API
418
Advisor Partners II
California
$290K +$180K +15,399 New
OIA
419
OneDigital Investment Advisors
Kansas
$290K -$17.8K -1,523 -9%
HI
420
Horizon Investments
North Carolina
$290K +$14.3K +1,222 +9%
Macquarie Group
421
Macquarie Group
Australia
$289K -$166K -14,180 -48%
PIA
422
Perennial Investment Advisors
California
$288K -$11.3K -970 -6%
BCM
423
Brookstone Capital Management
Illinois
$287K +$1.39K +119 +0.8%
MC
424
Moors & Cabot
Massachusetts
$285K
NWMG
425
National Wealth Management Group
Ohio
$278K +$182K +15,521 New

CCL Hedge Fund Activity: Q2 2023 in Review

755 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q2 2023, worth a combined $11.8B — up 102% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CCL positions and 70 closed out — a net gain of 50 holders — while 227 added to existing stakes and 240 trimmed.

The largest buyer was Bessemer Group, adding an estimated $418M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 755 institutional investors held Carnival Corporation Ltd (CCL) as of Q2 2023, up from 709 in Q1 2023.
  • Funds reported $11.8B of Carnival Corporation Ltd stock for Q2 2023, up 102% quarter-over-quarter.
  • 120 funds opened new Carnival Corporation Ltd positions in Q2 2023 and 70 closed out, a net change of +50 holders.
  • The largest Carnival Corporation Ltd buyer in Q2 2023 was Bessemer Group, an estimated $418M added.
  • The largest Carnival Corporation Ltd seller in Q2 2023 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2023.