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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
Federated Hermes
526
Federated Hermes
Pennsylvania
$73.8K +$1.42K +98 +3%
GBT
527
Grove Bank & Trust
Florida
$72.2K -$290 -20 -0.5%
SIC
528
Salem Investment Counselors
North Carolina
$71K
RFG
529
REAP Financial Group
Texas
$69.9K +$54.7K +3,769 New
PWM
530
Partnership Wealth Management
Maryland
$67.4K +$59K +4,065 New
PMFA
531
Plante Moran Financial Advisors
Michigan
$67K
BFEC
532
Benjamin F. Edwards & Company
Missouri
$66K -$1.18M -81,034 -96%
HIA
533
Harbor Investment Advisory
Maryland
$65.6K +$1.45K +100 +3%
CFD
534
Creative Financial Designs
Indiana
$59.6K -$13.1K -900 -22%
TLCM
535
Twin Lakes Capital Management
California
$55.6K
DGAM
536
Desjardins Global Asset Management
Quebec, Canada
$55.4K +$639 +44 +1%
DZ Bank
537
DZ Bank
Germany
$55.3K -$252K -17,393 -85%
MCM
538
Manchester Capital Management
Vermont
$55.1K +$2.09K +144 +5%
FFA
539
Farther Finance Advisors
California
$54.9K +$11.5K +794 +37%
VL
540
Vima LLC
Michigan
$54.3K +$42.5K +2,927 New
HGERS
541
Householder Group Estate & Retirement Specialist
Arizona
$53K -$5.52K -380 -12%
DMBA
542
Deseret Mutual Benefit Administrators
Utah
$52.2K -$24.7K -1,699 -38%
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$52K -$1.81K -125 -4%
NFSG
544
Newbridge Financial Services Group
Florida
$51.2K -$21.1K -1,452 -34%
JFA
545
JNBA Financial Advisors
Minnesota
$51K
GI
546
Gradient Investments
Minnesota
$50.3K -$1.45K -100 -4%
TPCW
547
TD Private Client Wealth
New York
$50.1K +$14.7K +1,015 +60%
FHA
548
First Horizon Advisors
Tennessee
$49.9K -$1.45K -100 -4%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$49K -$82.2K -5,659 -68%
Belvedere Trading
550
Belvedere Trading
Illinois
$46.3K +$36.3K +2,498 New

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.