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Carnival Corporation Ltd

577 hedge funds and large institutions have $21.1B invested in Carnival Corporation Ltd in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 206 increasing their positions, 234 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $19.2B → $21.1B (+$1.88B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

1.49% more ownership

Funds ownership: 77.23%78.72% (+1.5%)

5% less funds holding

Funds holding: 609577 (-32)

12% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 234

36% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 76

41% less call options, than puts

Call options by funds: $177M | Put options by funds: $300M

Holders
577
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
15.39%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
49
Increased
206
Reduced
234
Closed
76
Calls
$177M
Puts
$300M
Net Calls
-$124M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Causeway Capital Management
California
$167M +$18.6M +402,427 +15%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$164M +$109M +2,355,220 +235%
Ninety One (UK)
28
Ninety One (UK)
United Kingdom
$159M +$1.24M +26,819 +0.8%
Jennison Associates
29
Jennison Associates
New York
$147M -$40.2M -869,228 -22%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$140M +$6.73M +145,571 +5%
BIM
31
BlackRock Investment Management
Delaware
$138M -$3.58M -77,498 -3%
HMP
32
HS Management Partners
New York
$137M +$19M +409,830 +17%
AQR Capital Management
33
AQR Capital Management
Connecticut
$124M -$88.9M -1,921,419 -43%
BA
34
BlackRock Advisors
Delaware
$124M -$645K -13,953 -0.5%
OAG
35
Orbis Allan Gray
Bermuda
$100M -$26.3M -569,536 -22%
BCIM
36
Black Creek Investment Management
Ontario, Canada
$94M +$8.92M +192,895 +11%
WRF
37
Waddell & Reed Financial
Kansas
$93.8M -$70.3M -1,520,074 -44%
ClearBridge Investments
38
ClearBridge Investments
New York
$93.4M +$9.21M +199,197 +12%
Legal & General Group
39
Legal & General Group
United Kingdom
$88.9M -$1.4M -30,260 -2%
Morgan Stanley
40
Morgan Stanley
New York
$88.3M -$53.2M -1,150,264 -39%
EA
41
Emerald Acquisition
Washington
$81.9M -$17.6M -379,751 -18%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$80.1M -$30.3M -655,933 -29%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$79.5M -$33.6M -727,191 -31%
JHIU
44
Janus Henderson Investors US
Colorado
$78.3M -$26.9M -581,591 -27%
USAA
45
United Services Automobile Association
Texas
$74.4M +$1.11M +24,089 +2%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$74.4M +$23.1M +498,792 +49%
APG Asset Management
47
APG Asset Management
Netherlands
$72M +$7.81M +168,802 +13%
FWIA
48
Fort Washington Investment Advisors
Ohio
$71.7M +$396K +8,570 +0.6%
Wells Fargo
49
Wells Fargo
California
$70.2M +$1.41M +30,505 +2%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$69.6M +$7.68M +166,097 +13%

CCL Hedge Fund Activity: Q3 2016 in Review

577 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q3 2016, worth a combined $21.1B — up 9.8% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of CCL and 49 opened new positions — a net loss of 27 holders — while 234 trimmed existing stakes and 206 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $471M. The largest seller was Montag & Caldwell, cutting an estimated $125M.

  • 577 institutional investors held Carnival Corporation Ltd (CCL) as of Q3 2016, down from 609 in Q2 2016.
  • Funds reported $21.1B of Carnival Corporation Ltd stock for Q3 2016, up 9.8% quarter-over-quarter.
  • 49 funds opened new Carnival Corporation Ltd positions in Q3 2016 and 76 closed out, a net change of -27 holders.
  • The largest Carnival Corporation Ltd buyer in Q3 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $471M added.
  • The largest Carnival Corporation Ltd seller in Q3 2016 was Montag & Caldwell, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2016.