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Carnival Corporation Ltd

814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more capital invested

Capital invested by funds: $18B → $20.8B (+$2.88B)

8% more funds holding

Funds holding: 754814 (+60)

0.17% less ownership

Funds ownership: 78.03%77.87% (-0.17%)

22% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 311

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $249M

Holders
814
Holders Change
+60
Holders Change %
+7.96%
% of All Funds
16.04%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
148
Increased
242
Reduced
311
Closed
73
Calls
$190M
Puts
$249M
Net Calls
-$58.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
526
Ameritas Investment Partners
Nebraska
$346K -$8.98K -201 -3%
CFW
527
CA Family Wealth
California
$343K +$301K +6,741 New
KWM
528
Kingsview Wealth Management
Oregon
$340K +$28.2K +632 +10%
BIM
529
Bridges Investment Management
Nebraska
$337K -$5.85M -130,970 -95%
FCBT
530
First Citizens Bank & Trust
North Carolina
$334K -$2.56M -57,338 -90%
FIM
531
Freedom Investment Management
Connecticut
$334K +$80.1K +1,792 +37%
TAIM
532
TD Ameritrade Investment Management
Nebraska
$330K +$15.1K +339 +6%
FAAS
533
First Allied Advisory Services
California
$321K +$287K +6,428 New
BSB
534
Bangor Savings Bank
Maine
$318K +$42.9K +960 +18%
GFS
535
GYL Financial Synergies
Connecticut
$316K
IDBONY
536
Israel Discount Bank of New York
New York
$316K +$8.8K +197 +3%
OPS
537
Orion Portfolio Solutions
Nebraska
$312K +$274K +6,142 New
BCP
538
Blue Chip Partners
Michigan
$308K +$67.5K +1,511 +33%
HI
539
Horizon Investments
North Carolina
$301K +$264K +5,920 New
GAM
540
GQ Asset Management
New York
$301K +$265K +5,924 New
UCFA
541
United Capital Financial Advisors
Texas
$300K -$394K -8,822 -60%
BWA
542
BDO Wealth Advisors
Florida
$299K +$45.1K +1,010 +21%
SBWM
543
Sunflower Bank Wealth Management
Arizona
$295K -$307K -6,865 -54%
IRF
544
IBM Retirement Fund
New York
$295K -$13.5K -303 -5%
SCM
545
Sterneck Capital Management
Missouri
$295K
CI
546
CX Institutional
Indiana
$290K -$3.43M -76,708 -93%
BCA
547
Bray Capital Advisors
Florida
$287K -$1.09M -24,307 -81%
PP
548
Paloma Partners
Connecticut
$286K -$704K -15,751 -74%
JCM
549
Jacobi Capital Management
Pennsylvania
$285K -$3.57K -80 -1%
Verition Fund Management
550
Verition Fund Management
Connecticut
$280K -$397K -8,894 -62%

CCL Hedge Fund Activity: Q4 2019 in Review

814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.

  • 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
  • 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
  • The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2019.