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Carnival Corporation Ltd

647 hedge funds and large institutions have $6.36B invested in Carnival Corporation Ltd in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 212 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

43% more capital invested

Capital invested by funds: $4.45B → $6.36B (+$1.91B)

17% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 212

0.6% more ownership

Funds ownership: 64.06%64.65% (+0.6%)

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

2% less funds holding

Funds holding: 660647 (-13)

18% less call options, than puts

Call options by funds: $493M | Put options by funds: $599M

Holders
647
Holders Change
-13
Holders Change %
-1.97%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
111
Increased
248
Reduced
212
Closed
119
Calls
$493M
Puts
$599M
Net Calls
-$107M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Filbrandt Wealth Management
Wisconsin
$8K +$3.88K +259 +114%
CFD
527
Creative Financial Designs
Indiana
$8K +$7.33K +489 New
APWA
528
Atlas Private Wealth Advisors
New Jersey
$8K +$7.72K +515 New
SIM
529
Sonora Investment Management
Arizona
$7K -$7.87K -525 -57%
BL
530
Balentine LLC
Georgia
$7K -$1.56K -104 -20%
ETC
531
Exchange Traded Concepts
Oklahoma
$7K -$1.06K -71 -14%
KIG
532
Kessler Investment Group
Indiana
$7K
SWM
533
Selective Wealth Management
Virginia
$7K
CAC
534
Certified Advisory Corp
Florida
$7K +$1.5K +100 +31%
EFSCE
535
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$2.11K +141 +53%
TFS
536
TrustCore Financial Services
Tennessee
$7K +$4.5K +300 +300%
KFS
537
Kelly Financial Services
Massachusetts
$6.63K +$5.47K +365 +936%
WT
538
Washington Trust
Rhode Island
$6K -$749 -50 -13%
CAL
539
Capital Analysts LLC
Pennsylvania
$6K +$15 +1 +0.3%
MAM
540
Meeder Asset Management
Ohio
$6K +$1.3K +87 +30%
BHWM
541
Bay Harbor Wealth Management
Maryland
$6K +$2.62K +175 +88%
LWM
542
Lenox Wealth Management
Ohio
$6K +$4.5K +300 +300%
JG
543
Jefferies Group
New York
$5.83K +$5.31M +354,450 +50,636%
AIM
544
Anchor Investment Management
South Carolina
$5.75K -$10.5K -700 -67%
PP
545
Paloma Partners
Connecticut
$5K -$685K -45,707 -99%
RFA
546
Reilly Financial Advisors
California
$5K -$15K -1,000 -77%
WT
547
Whittier Trust
California
$5K -$1.29K -86 -21%
EW
548
Evoke Wealth
California
$5K -$375 -25 -8%
WAS
549
Winch Advisory Services
Wisconsin
$5K -$375 -25 -8%
CWA
550
Carolina Wealth Advisors
South Carolina
$5K

CCL Hedge Fund Activity: Q2 2020 in Review

647 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q2 2020, worth a combined $6.36B — up 43% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CCL and 111 opened new positions — a net loss of 8 holders — while 212 trimmed existing stakes and 248 added.

The largest buyer was Vanguard Group, adding an estimated $302M. The largest seller was Invesco, cutting an estimated $95M.

  • 647 institutional investors held Carnival Corporation Ltd (CCL) as of Q2 2020, down from 660 in Q1 2020.
  • Funds reported $6.36B of Carnival Corporation Ltd stock for Q2 2020, up 43% quarter-over-quarter.
  • 111 funds opened new Carnival Corporation Ltd positions in Q2 2020 and 119 closed out, a net change of -8 holders.
  • The largest Carnival Corporation Ltd buyer in Q2 2020 was Vanguard Group, an estimated $302M added.
  • The largest Carnival Corporation Ltd seller in Q2 2020 was Invesco, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2020.