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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
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$212K -$21.2K -1,463 -11%
AIMCA
477
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211K
CIA
478
Caerus Investment Advisors
Texas
$211K +$165K +11,400 New
AIP
479
Ameritas Investment Partners
Nebraska
$211K -$14.9K -1,025 -8%
FCP
480
Fidelis Capital Partners
Florida
$209K +$163K +11,257 New
BCM
481
Bayesian Capital Management
New York
$207K -$14.8K -1,018 -8%
PS
482
Principal Securities
Iowa
$205K +$161K +11,061 New
AHIA
483
Andrew Hill Investment Advisors
Florida
$204K +$160K +11,000 New
CI
484
Cigna Investments
Connecticut
$203K
FEM
485
Fulcrum Equity Management
Texas
$203K
DA
486
Drake & Associates
Wisconsin
$202K -$2.9K -200 -2%
BL
487
Balentine LLC
Georgia
$199K -$4.69K -323 -3%
DAS
488
Dynamic Advisor Solutions
Arizona
$198K -$4.66K -321 -3%
S
489
SignatureFD
Georgia
$197K +$12.4K +852 +9%
APWA
490
Atlas Private Wealth Advisors
New Jersey
$196K -$2.9K -200 -2%
RIL
491
Rothschild Investment LLC
Illinois
$196K -$11.5K -790 -7%
SF
492
Synovus Financial
Georgia
$196K +$153K +10,555 New
SFI
493
Siemens Fonds Invest
Germany
$195K +$153K +10,529 New
UM
494
UniSuper Management
Australia
$194K +$53.2K +3,668 +54%
DILIC
495
Dai-ichi Life Insurance Company
Japan
$194K -$50.6K -3,489 -25%
CG
496
Caprock Group
Idaho
$193K -$1.23K -85 -0.8%
RA
497
RFG Advisory
Alabama
$191K -$118K -8,095 -44%
MMPW
498
Mitchell McLeod Pugh & Williams
Alabama
$191K -$653 -45 -0.4%
FCI
499
Financial Counselors Inc
Kansas
$190K +$1.45K +100 +1%
HNB
500
Huntington National Bank
Ohio
$190K -$5.66K -390 -4%

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.