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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
DCM
551
Dupont Capital Management
Delaware
$280K -$257K -5,763 -51%
EWM
552
Empirical Wealth Management
Washington
$277K +$243K +5,446 New
SCM
553
Shelton Capital Management
Colorado
$273K -$22.6K -507 -9%
KA
554
KLCM Advisors
Wisconsin
$273K
TSS
555
Two Sigma Securities
New York
$271K -$66.2K -1,483 -22%
MCA
556
Magnolia Capital Advisors
Mississippi
$269K +$236K +5,292 New
GCP
557
GSA Capital Partners
United Kingdom
$267K +$235K +5,252 New
PCMC
558
Paragon Capital Management (Colorado)
Colorado
$267K +$235K +5,256 New
BDS
559
Banco de Sabadell
Florida
$252K -$101K -2,250 -31%
LWAC
560
Laurel Wealth Advisors (California)
California
$251K +$220K +4,929 New
CAN
561
Claraphi Advisory Network
United States
$248K
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$248K
PP
563
Pegasus Partners
Wisconsin
$246K +$216K +4,836 New
BBVA
564
Banco Bilbao Vizcaya Argentaria
Spain
$243K +$214K +4,784 New
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$242K -$30.3K -679 -12%
MC
566
Moors & Cabot
Massachusetts
$242K -$1.34K -30 -0.6%
BP
567
Ballentine Partners
Massachusetts
$242K +$213K +4,757 New
HNB
568
Huntington National Bank
Ohio
$241K -$40.2K -899 -16%
WKWM
569
Walter & Keenan Wealth Management
Indiana
$239K +$210K +4,700 New
IA
570
IFG Advisory
Georgia
$239K +$210K +4,712 New
DIA
571
Dana Investment Advisors
Wisconsin
$237K +$208K +4,664 New
SVWAG
572
Sound View Wealth Advisors Group
Georgia
$236K -$102K -2,288 -33%
HFP
573
Holistic Financial Partners
Indiana
$235K +$2.23K +50 +1%
FCA
574
FinTrust Capital Advisors
South Carolina
$231K -$10.9K -244 -5%
CA
575
Cetera Advisors
Colorado
$228K +$200K +4,484 New

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.