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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
AA
501
AlphaCentric Advisors
Puerto Rico
$186K +$50.2K +3,457 +52%
UB
502
UMB Bank
Missouri
$185K +$115K +7,924 +383%
PIA
503
Perennial Investment Advisors
California
$183K +$1.45K +100 +1%
GRP
504
Global Retirement Partners
California
$173K -$19.4K -1,335 -12%
GI
505
GAMMA Investing
California
$160K +$140K +9,630 New
LC
506
Lindbrook Capital
California
$152K +$7.05K +486 +6%
SWM
507
Spire Wealth Management
Virginia
$142K -$319 -22 -0.3%
O
508
Ossiam
France
$139K
NICM
509
Neo Ivy Capital Management
New York
$138K -$567K -39,084 -84%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$136K +$10K +689 +10%
OAM
511
Ostrum Asset Management
France
$134K -$210K -14,495 -67%
DPAM
512
Degroof Petercam Asset Management
Belgium
$130K +$102K +7,000 New
SAI
513
Systematic Alpha Investments
New Jersey
$129K
PP
514
Pingora Partners
Wyoming
$124K +$97.3K +6,700 New
GWS
515
Glassman Wealth Services
Virginia
$119K +$7.13K +491 +8%
PA
516
Parallel Advisors
California
$116K -$96.9K -6,672 -52%
RAM
517
Readystate Asset Management
Illinois
$115K -$1.73M -119,185 -95%
SOW
518
State of Wyoming
Wyoming
$110K +$4.36K +300 +5%
LFG
519
Larson Financial Group
Missouri
$107K -$1.39K -96 -2%
SC
520
SouthState Corp
Florida
$98.6K +$71.9K +4,955 +1,358%
SIM
521
Sentry Investment Management
Wisconsin
$97K -$8.2K -565 -10%
JAM
522
JCIC Asset Management
Ontario, Canada
$88.8K -$17.9K -1,232 -20%
CFB
523
Cullen/Frost Bankers
Texas
$88.3K -$7.8K -537 -10%
QCG
524
Quadrant Capital Group
Ohio
$82K +$7.83K +539 +14%
NS
525
NBC Securities
Alabama
$82K +$8.71K +600 +16%

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.