We are live on ! Find out more
CCL icon

Carnival Corporation Ltd

672 hedge funds and large institutions have $6.04B invested in Carnival Corporation Ltd in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 233 increasing their positions, 191 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 77

32% more call options, than puts

Call options by funds: $743M | Put options by funds: $561M

22% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 191

4% more funds holding

Funds holding: 647672 (+25)

1.87% more ownership

Funds ownership: 64.65%66.53% (+1.9%)

5% less capital invested

Capital invested by funds: $6.36B → $6.04B (-$314M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
672
Holders Change
+25
Holders Change %
+3.86%
% of All Funds
13.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
108
Increased
233
Reduced
191
Closed
77
Calls
$743M
Puts
$561M
Net Calls
+$182M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
501
Tarbox Family Office
California
$22K
MAM
502
Meeder Asset Management
Ohio
$22K +$16.5K +1,065 +280%
WT
503
Whittier Trust
California
$22K +$17.7K +1,147 +353%
MFT
504
Moisand Fitzgerald Tamayo
Florida
$20K
CFA
505
Carroll Financial Associates
North Carolina
$20K +$2.89K +187 +16%
SFSIG
506
San Francisco Sentry Investment Group
California
$19K -$4.25K -275 -18%
AWM
507
Avior Wealth Management
Nebraska
$19K
JFA
508
JNBA Financial Advisors
Minnesota
$19K +$16.2K +1,050 +525%
CFD
509
Creative Financial Designs
Indiana
$18K +$10.8K +700 +143%
WCG
510
Weaver Consulting Group
California
$17K -$3.09K -200 -15%
TFGT
511
TS Financial Group (TSFG)
Illinois
$17K
BFG
512
Baron Financial Group
New Jersey
$16.7K +$17K +1,100 New
CWAF
513
Core Wealth Advisors (Florida)
Florida
$16K +$1.1K +71 +7%
JFGIW
514
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$1.55K +100 +11%
PMFA
515
Plante Moran Financial Advisors
Michigan
$16K +$5.02K +325 +46%
CAL
516
Capital Analysts LLC
Pennsylvania
$16K +$10.6K +685 +178%
PS
517
Planned Solutions
California
$16K +$15.9K +1,027 New
NG
518
NWK Group
California
$15K -$1.9K -123 -11%
MA
519
MCF Advisors
Kentucky
$15K
NSIM
520
North Star Investment Management
Illinois
$15K
PO
521
Private Ocean
California
$15K +$15.5K +1,000 New
SCM
522
Silvant Capital Management
Georgia
$14K
TPWA
523
TRUE Private Wealth Advisors
Oregon
$14K
CT
524
Caldwell Trust
Florida
$13.1K
APWM
525
Atlas Private Wealth Management
New York
$12K -$50K -3,234 -80%

CCL Hedge Fund Activity: Q3 2020 in Review

672 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q3 2020, worth a combined $6.04B — down 4.9% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new CCL positions and 77 closed out — a net gain of 31 holders — while 233 added to existing stakes and 191 trimmed.

The largest buyer was Vanguard Group, adding an estimated $84.9M. The largest seller was AQR Capital Management, cutting an estimated $81M.

  • 672 institutional investors held Carnival Corporation Ltd (CCL) as of Q3 2020, up from 647 in Q2 2020.
  • Funds reported $6.04B of Carnival Corporation Ltd stock for Q3 2020, down 4.9% quarter-over-quarter.
  • 108 funds opened new Carnival Corporation Ltd positions in Q3 2020 and 77 closed out, a net change of +31 holders.
  • The largest Carnival Corporation Ltd buyer in Q3 2020 was Vanguard Group, an estimated $84.9M added.
  • The largest Carnival Corporation Ltd seller in Q3 2020 was AQR Capital Management, an estimated $81M sold.

Based on aggregated 13F filings for Q3 2020.