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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
TG
426
TCW Group
California
$280K +$218K +14,993 New
OCBCO
427
Oversea-Chinese Banking Corp (OCBC)
Singapore
$279K -$74.8K -5,153 -26%
AWM
428
Apollon Wealth Management
South Carolina
$279K +$218K +15,023 New
BCM
429
Brookstone Capital Management
Illinois
$278K +$3.64K +251 +2%
HI
430
Horizon Investments
North Carolina
$275K -$28.7K -1,974 -12%
SFS
431
Sowell Financial Services
Arkansas
$273K -$8.33K -574 -4%
AFA
432
American Financial Advisors
Georgia
$273K -$1.74K -120 -0.8%
NC
433
NinePointTwo Capital
California
$270K
CIA
434
Concurrent Investment Advisors
Florida
$269K +$210K +14,491 New
SG
435
StoneX Group
New York
$268K +$210K +14,480 New
NIM
436
NEOS Investment Management
Connecticut
$265K +$44.9K +3,095 +28%
PCA
437
Prosperity Capital Advisors
Ohio
$264K
KPWS
438
Kestra Private Wealth Services
Texas
$261K +$4.72K +325 +2%
WPW
439
Waldron Private Wealth
Pennsylvania
$261K -$7.01K -483 -3%
AF
440
Allworth Financial
California
$261K +$2.28K +157 +1%
CF
441
Cantor Fitzgerald
New York
$259K -$82.3K -5,670 -29%
QPBE
442
Quintet Private Bank (Europe)
Luxembourg
$252K -$129K -8,891 -40%
MOS
443
MGO One Seven
Ohio
$251K +$8.22K +566 +4%
CCIA
444
Campbell & Co Investment Adviser
Maryland
$249K -$660K -45,448 -77%
WWP
445
WR Wealth Planners
Missouri
$248K +$5.17K +356 +3%
IIA
446
IPG Investment Advisors
California
$248K +$194K +13,364 New
Wellington Management Group
447
Wellington Management Group
Massachusetts
$247K -$27.5K -1,891 -12%
CFGS
448
Concourse Financial Group Securities
Alabama
$246K -$153K -10,547 -44%
BFM
449
Boothbay Fund Management
New York
$246K +$192K +13,242 New
CG
450
Castellan Group
Kentucky
$244K

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.