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Carnival Corporation Ltd

814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more capital invested

Capital invested by funds: $18B → $20.8B (+$2.88B)

8% more funds holding

Funds holding: 754814 (+60)

0.17% less ownership

Funds ownership: 78.03%77.87% (-0.17%)

22% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 311

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $249M

Holders
814
Holders Change
+60
Holders Change %
+7.96%
% of All Funds
16.04%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
148
Increased
242
Reduced
311
Closed
73
Calls
$190M
Puts
$249M
Net Calls
-$58.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
451
Meiji Yasuda Asset Management
Japan
$635K
WIC
452
Whitegate Investment Counselors
New Hampshire
$631K +$555K +12,416 New
TCA
453
Transcend Capital Advisors
New Jersey
$626K +$550K +12,315 New
BRWA
454
B. Riley Wealth Advisors
Florida
$625K +$25.1K +561 +5%
CB
455
Commerce Bank
Missouri
$625K +$74.6K +1,671 +16%
PAM
456
Panagora Asset Management
Massachusetts
$614K -$7.46K -167 -1%
EH
457
Employers Holdings
Nevada
$614K
PA
458
Profund Advisors
Maryland
$605K +$5.67K +127 +1%
CIM
459
CenturyLink Investment Management
Colorado
$603K -$82.7K -1,851 -13%
ECM
460
Everence Capital Management
Indiana
$602K -$419K -9,381 -44%
CCP
461
Corient Capital Partners
California
$600K -$77.1K -1,727 -13%
Tudor Investment Corp
462
Tudor Investment Corp
Connecticut
$596K +$524K +11,722 New
RSVP
463
Ramsay Stattman Vela & Price
Colorado
$593K
SC
464
SRB Corp
Massachusetts
$585K +$66.2K +1,483 +15%
BCM
465
BTC Capital Management
Iowa
$581K
AWE
466
Avidian Wealth Enterprises
Texas
$579K +$509K +11,386 New
BIM
467
Baldwin Investment Management
Pennsylvania
$574K
OAM
468
Optimal Asset Management
California
$549K +$482K +10,798 New
PAM
469
Premier Asset Management
Illinois
$547K -$219K -4,900 -31%
Nomura Holdings
470
Nomura Holdings
Japan
$541K +$477K +10,667 New
BB
471
Busey Bank
Illinois
$540K +$11.2K +250 +2%
SS
472
Simplicity Solutions
Minnesota
$539K -$124K -2,772 -21%
BCM
473
Bluefin Capital Management
New York
$539K +$474K +10,604 New
SIA
474
Sit Investment Associates
Minnesota
$534K -$340K -7,600 -42%
PAS
475
Park Avenue Securities
New York
$531K +$467K +10,455 New

CCL Hedge Fund Activity: Q4 2019 in Review

814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.

  • 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
  • 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
  • The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2019.