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Carnival Corporation Ltd

709 hedge funds and large institutions have $5.81B invested in Carnival Corporation Ltd in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 197

22% more capital invested

Capital invested by funds: $4.75B → $5.81B (+$1.06B)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% less funds holding

Funds holding: 715709 (-6)

2.09% less ownership

Funds ownership: 53.25%51.16% (-2.1%)

62% less call options, than puts

Call options by funds: $480M | Put options by funds: $1.26B

Holders
709
Holders Change
-6
Holders Change %
-0.84%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
86
Increased
255
Reduced
197
Closed
72
Calls
$480M
Puts
$1.26B
Net Calls
-$776M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$18.1K -$3.01K -291 -14%
CAM
502
Chesapeake Asset Management
New York
$17.8K +$18.1K +1,750 New
IGWM
503
ICA Group Wealth Management
Colorado
$17.6K
SIS
504
Sound Income Strategies
Florida
$17.3K +$766 +74 +5%
CIA
505
Cape Investment Advisory
Georgia
$17.3K +$17.7K +1,708 New
HFS
506
Hantz Financial Services
Michigan
$17K +$1.28K +124 +8%
IWP
507
IAG Wealth Partners
Wisconsin
$16.9K +$11.4K +1,100 +195%
BWL
508
Bogart Wealth LLC
Virginia
$16.8K +$5.18K +500 +43%
TPCW
509
TD Private Client Wealth
New York
$16.3K +$1.86K +180 +13%
SCA
510
Stonebridge Capital Advisors
Minnesota
$16.2K
GWS
511
Glassman Wealth Services
Virginia
$16.2K -$41.1K -3,965 -71%
NSIM
512
North Star Investment Management
Illinois
$16.1K
ADL
513
Asset Dedication LLC
California
$16K
AWM
514
Accel Wealth Management
Iowa
$15.7K
FCB
515
First Command Bank
Texas
$15.4K -$518 -50 -3%
FCFS
516
First Command Financial Services
Texas
$15.4K -$518 -50 -3%
MA
517
MCF Advisors
Kentucky
$15.4K
MIM
518
Macroview Investment Management
Maryland
$15.3K -$17.2K -1,664 -52%
PWMG
519
Prestige Wealth Management Group
New Jersey
$14.8K -$590 -57 -4%
QC
520
Quent Capital
New York
$14.6K +$653 +63 +5%
MFT
521
Moisand Fitzgerald Tamayo
Florida
$14.2K
UB
522
UMB Bank
Missouri
$14.1K -$62.1K -6,000 -81%
CP
523
Castleview Partners
Texas
$14.1K +$21 +2 +0.1%
LOIP
524
Live Oak Investment Partners
Texas
$13.5K
CTC
525
Central Trust Company
Missouri
$13K

CCL Hedge Fund Activity: Q1 2023 in Review

709 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2023, worth a combined $5.81B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 72 closed out — a net gain of 14 holders — while 255 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.4M. The largest seller was Truist Financial, cutting an estimated $379M.

  • 709 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2023, down from 715 in Q4 2022.
  • Funds reported $5.81B of Carnival Corporation Ltd stock for Q1 2023, up 22% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q1 2023 and 72 closed out, a net change of +14 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2023 was Citadel Advisors, an estimated $73.4M added.
  • The largest Carnival Corporation Ltd seller in Q1 2023 was Truist Financial, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.