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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
IAS
401
Insigneo Advisory Services
Florida
$332K -$337K -23,203 -56%
Cerity Partners
402
Cerity Partners
New York
$330K +$258K +17,784 New
WP
403
WealthPLAN Partners
Nebraska
$326K -$76.1K -5,244 -23%
NA
404
NewEdge Advisors
Louisiana
$326K -$18K -1,237 -7%
CMTU
405
Capital Markets Trading (UK)
United Kingdom
$325K +$82.9K +5,708 +48%
BTI
406
Blue Trust Inc
Georgia
$322K +$7.87K +542 +2%
CI
407
CX Institutional
Indiana
$319K +$86.9K +5,984 +53%
CB
408
Commerce Bank
Missouri
$318K -$93K -6,409 -27%
OIA
409
OneDigital Investment Advisors
Kansas
$317K +$13.7K +947 +6%
HAM
410
Hedges Asset Management
Nevada
$315K
SC
411
Savant Capital
Illinois
$314K +$2.8K +193 +1%
PCIA
412
Prime Capital Investment Advisors
Kansas
$307K +$49.4K +3,406 +26%
BIG
413
Brooklyn Investment Group
New York
$304K +$238K +16,382 New
VFPW
414
Vantage Financial Partners (Wisconsin)
Wisconsin
$301K +$236K +16,229 New
DC
415
Davenport & Co
Virginia
$296K -$5.43K -374 -2%
BAM
416
Berkshire Asset Management
Pennsylvania
$295K
WFA
417
WMG Financial Advisors
Tennessee
$293K +$230K +15,814 New
SBIA
418
Sheaff Brock Investment Advisors
Indiana
$290K -$69.8K -4,811 -24%
ASN
419
Advisory Services Network
Georgia
$290K +$78.9K +5,432 +53%
SPIA
420
Steward Partners Investment Advisory
New York
$289K -$345K -23,773 -60%
SS
421
Sunbelt Securities
Texas
$289K +$4.76K +328 +2%
GLA
422
Good Life Advisors
Pennsylvania
$283K -$135K -9,267 -38%
MC
423
Moors & Cabot
Massachusetts
$282K -$6.18K -426 -3%
WWA
424
WCG Wealth Advisors
Nevada
$282K -$2.32K -160 -1%
EWA
425
EP Wealth Advisors
California
$281K +$8.64K +595 +4%

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.