We are live on ! Find out more
CCL icon

Carnival Corporation Ltd

760 hedge funds and large institutions have $10.7B invested in Carnival Corporation Ltd in 2020 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 297 increasing their positions, 162 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 90

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

83% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 162

77% more capital invested

Capital invested by funds: $6.04B → $10.7B (+$4.64B)

48% more call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.01B

13% more funds holding

Funds holding: 672760 (+88)

3.24% less ownership

Funds ownership: 66.53%63.29% (-3.2%)

Holders
760
Holders Change
+88
Holders Change %
+13.1%
% of All Funds
13.45%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.19%
New
185
Increased
297
Reduced
162
Closed
90
Calls
$1.48B
Puts
$1.01B
Net Calls
+$478M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
526
Huntington National Bank
Ohio
$56K +$1.78K +100 +4%
RE
527
RBC Europe
United Kingdom
$55.1K +$41.7K +2,345 +1,173%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$55K +$142 +8 +0.3%
PCFFS
529
Pacific Center for Financial Services
California
$55K +$302 +17 +0.7%
TPCW
530
TD Private Client Wealth
New York
$53.9K -$4.53K -255 -9%
RPWA
531
Regent Peak Wealth Advisors
Georgia
$51K +$41.6K +2,338 New
Canada Pension Plan Investment Board
532
Canada Pension Plan Investment Board
Ontario, Canada
$48K -$369K -20,744 -90%
SIAG
533
Safeguard Investment Advisory Group
California
$48K +$40.2K +2,259 New
DBIA
534
Dumont & Blake Investment Advisors
New Jersey
$47K -$180K -10,125 -82%
TCM
535
Tradewinds Capital Management
Washington
$47K +$6.35K +357 +20%
SWA
536
SOA Wealth Advisors
New York
$47K +$40.4K +2,272 New
SIS
537
Sound Income Strategies
Florida
$45K -$1.99K -112 -5%
WC
538
Wexford Capital
Florida
$43K +$35.2K +1,981 New
BCA
539
Bray Capital Advisors
Florida
$42K
Lazard Asset Management
540
Lazard Asset Management
New York
$42K
FP
541
Financial Perspectives
Minnesota
$40.9K
VCG
542
Vantage Consulting Group
Virginia
$40K +$33K +1,856 New
CCC
543
Crescent Capital Consulting
Louisiana
$39K +$32K +1,802 New
GI
544
Gradient Investments
Minnesota
$38K -$3.33K -187 -7%
CIA
545
CSat Investment Advisory
Michigan
$37K -$182K -10,216 -86%
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$37K -$4.11K -231 -12%
MAM
547
Meeder Asset Management
Ohio
$37K +$4.78K +269 +19%
CFA
548
Carroll Financial Associates
North Carolina
$37K +$6.9K +388 +28%
CAAS
549
Capital Asset Advisory Services
Michigan
$36K +$29.4K +1,656 New
PWA
550
Phoenix Wealth Advisors
North Carolina
$35K +$28.4K +1,600 New

CCL Hedge Fund Activity: Q4 2020 in Review

760 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2020, worth a combined $10.7B — up 77% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new CCL positions and 90 closed out — a net gain of 95 holders — while 297 added to existing stakes and 162 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $285M. The largest seller was Millennium Management, cutting an estimated $48.6M.

  • 760 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2020, up from 672 in Q3 2020.
  • Funds reported $10.7B of Carnival Corporation Ltd stock for Q4 2020, up 77% quarter-over-quarter.
  • 185 funds opened new Carnival Corporation Ltd positions in Q4 2020 and 90 closed out, a net change of +95 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2020 was D.E. Shaw & Co, an estimated $285M added.
  • The largest Carnival Corporation Ltd seller in Q4 2020 was Millennium Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2020.