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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
STA
451
Summit Trail Advisors
New York
$233K +$144K +12,351 New
LBWM
452
Left Brain Wealth Management
Illinois
$232K +$144K +12,335 New
BTI
453
Blue Trust Inc
Georgia
$232K -$9.13K -780 -3%
CI
454
Cigna Investments
Connecticut
$232K
VWA
455
Visionary Wealth Advisors
Illinois
$232K +$409 +35 +0.3%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$232K +$4.94K +422 +4%
P
457
Pitcairn
Pennsylvania
$231K +$9.16K +783 +7%
SP
458
Symmetry Partners
Connecticut
$231K
AFA
459
Atlas Financial Advisors
California
$228K +$142K +12,126 New
GT
460
Greenleaf Trust
Michigan
$226K +$140K +12,003 New
SVWAG
461
Sound View Wealth Advisors Group
Georgia
$225K -$26.9K -2,300 -16%
BSW
462
Buckingham Strategic Wealth
Missouri
$224K -$25.8K -2,208 -16%
TAM
463
Trust Asset Management
Texas
$221K
AF
464
Allworth Financial
California
$220K +$7.37K +630 +6%
CI
465
CX Institutional
Indiana
$219K +$136K +11,616 New
PFS
466
Prospera Financial Services
Texas
$218K -$6.31K -539 -4%
DAS
467
Dynamic Advisor Solutions
Arizona
$215K -$373K -31,910 -74%
AIMCA
468
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$215K
RIL
469
Rothschild Investment LLC
Illinois
$213K +$480 +41 +0.4%
CW
470
CreativeOne Wealth
Kansas
$212K +$132K +11,263 New
KOC
471
Koss-Olinger Consulting
Florida
$210K
DA
472
Drake & Associates
Wisconsin
$209K
KeyBank National Association
473
KeyBank National Association
Ohio
$209K -$2.54K -217 -2%
HNB
474
Huntington National Bank
Ohio
$208K +$9.57K +818 +8%
BL
475
Balentine LLC
Georgia
$207K -$7.91K -676 -6%

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.