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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
FNBT
451
FineMark National Bank & Trust
Florida
$243K +$190K +13,116 New
Baird Financial Group
452
Baird Financial Group
Wisconsin
$243K -$117K -8,079 -38%
BFG
453
Bleakley Financial Group
New Jersey
$243K -$421 -29 -0.2%
SS
454
Simplicity Solutions
Minnesota
$243K -$421 -29 -0.2%
MFG
455
Merit Financial Group
Georgia
$240K +$42.7K +2,944 +29%
BSW
456
Buckingham Strategic Wealth
Missouri
$239K -$23.3K -1,603 -11%
EF
457
Empowered Funds
Pennsylvania
$236K +$185K +12,726 New
VSQM
458
V-Square Quantitative Management
Illinois
$233K
CAMG
459
CWA Asset Management Group
Florida
$233K +$7.67K +528 +4%
STA
460
Summit Trail Advisors
New York
$232K -$13.2K -912 -7%
FCG
461
Fielder Capital Group
Tennessee
$231K +$181K +12,464 New
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$227K +$30.8K +2,123 +21%
KOC
463
Koss-Olinger Consulting
Florida
$226K +$14.5K +1,000 +9%
GT
464
Greenleaf Trust
Michigan
$226K -$3.88K -267 -2%
WANY
465
Wealthspire Advisors (New York)
New York
$225K +$176K +12,136 New
IWM
466
IHT Wealth Management
Illinois
$225K -$76.8K -5,293 -30%
P
467
Pitcairn
Pennsylvania
$223K +$2.22K +153 +1%
SVWAG
468
Sound View Wealth Advisors Group
Georgia
$221K
MYAM
469
Meiji Yasuda Asset Management
Japan
$218K -$2.9K -200 -2%
IG
470
ING Group
Netherlands
$218K +$166K +11,467 +3,887%
TAM
471
Trust Asset Management
Texas
$218K
SEC
472
Seven Eight Capital
New York
$217K +$170K +11,720 New
VWA
473
Visionary Wealth Advisors
Illinois
$215K +$4.62K +318 +3%
NL
474
NWAM LLC
Washington
$215K +$168K +11,603 New
BPA
475
Beacon Pointe Advisors
California
$214K -$27.7K -1,906 -14%

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.