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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
FCM
551
Firestone Capital Management
Florida
$34K +$15.6K +876 +123%
SAM
552
S.A. Mason
Michigan
$34K +$17.8K +1,000 +182%
SWM
553
Sugarloaf Wealth Management
Georgia
$33K -$5.33K -300 -17%
NSIM
554
North Star Investment Management
Illinois
$33K +$9.09K +511 +51%
BCA
555
Berman Capital Advisors
Georgia
$32K -$3.18K -179 -11%
HI
556
Hudock Inc
Pennsylvania
$32K -$711 -40 -3%
TFO
557
Tarbox Family Office
California
$31K -$160 -9 -0.6%
EAM
558
Evanson Asset Management
California
$31K +$25.4K +1,428 New
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$30K -$5.69K -320 -19%
FCB
560
First Command Bank
Texas
$30K -$1.51K -85 -6%
FCFS
561
First Command Financial Services
Texas
$30K -$1.51K -85 -6%
MWP
562
Meridian Wealth Partners
Pennsylvania
$30K +$24.4K +1,371 New
EW
563
Evoke Wealth
California
$29K +$18.9K +1,063 +387%
MFT
564
Moisand Fitzgerald Tamayo
Florida
$28K
AWM
565
Avior Wealth Management
Nebraska
$28K +$320 +18 +1%
LWM
566
Liberty Wealth Management
California
$28K +$676 +38 +3%
BWL
567
Bogart Wealth LLC
Virginia
$28K +$19.6K +1,104 +491%
FFA
568
Freedman Financial Associates
Massachusetts
$28K +$22.6K +1,271 New
JFA
569
JNBA Financial Advisors
Minnesota
$27K
WEC
570
Winslow Evans & Crocker
Massachusetts
$27K +$15.6K +880 +255%
SFSIG
571
San Francisco Sentry Investment Group
California
$26K
AAP
572
Arax Advisory Partners
Colorado
$26K +$21.3K +1,200 New
PWMG
573
Prestige Wealth Management Group
New Jersey
$25K +$10.4K +583 +109%
TFGT
574
TS Financial Group (TSFG)
Illinois
$24K
PS
575
Planned Solutions
California
$24K +$1.78K +100 +10%

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.