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Carnival Corporation Ltd

709 hedge funds and large institutions have $5.81B invested in Carnival Corporation Ltd in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 197

22% more capital invested

Capital invested by funds: $4.75B → $5.81B (+$1.06B)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% less funds holding

Funds holding: 715709 (-6)

2.09% less ownership

Funds ownership: 53.25%51.16% (-2.1%)

62% less call options, than puts

Call options by funds: $480M | Put options by funds: $1.26B

Holders
709
Holders Change
-6
Holders Change %
-0.84%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
86
Increased
255
Reduced
197
Closed
72
Calls
$480M
Puts
$1.26B
Net Calls
-$776M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
551
Ahrens Investment Partners
Louisiana
$8.12K +$8.29K +800 New
CSWM
552
Cassady Schiller Wealth Management
Ohio
$7.92K
Walleye Trading
553
Walleye Trading
New York
$7.76K +$7.92K +765 New
AIC
554
Archer Investment Corporation
Indiana
$7.73K
AWM
555
Atticus Wealth Management
Florida
$7.71K
CWM
556
Compass Wealth Management
Connecticut
$7.61K
MCM
557
MV Capital Management
Maryland
$7.52K +$321 +31 +4%
WAS
558
Winch Advisory Services
Wisconsin
$7K
SN
559
Sittner & Nelson
Oregon
$6.94K
AWM
560
Activest Wealth Management
Florida
$6.91K +$7.04K +680 New
JWA
561
JFS Wealth Advisors
Pennsylvania
$6.79K +$860 +83 +14%
BC
562
Barrett & Company
Rhode Island
$6.45K
BWM
563
Baystate Wealth Management
Massachusetts
$6.34K +$5.37K +518 +489%
CFFP
564
Center for Financial Planning
Michigan
$6.18K
1832 Asset Management
565
1832 Asset Management
Ontario, Canada
$6.09K
MA
566
Montag & Associates
Georgia
$6.09K
FHA
567
First Horizon Advisors
Tennessee
$6.09K +$6.21K +600 New
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$5.8K +$383 +37 +7%
CWA
569
Carolina Wealth Advisors
South Carolina
$5.71K -$363 -35 -6%
AWM
570
Abound Wealth Management
Tennessee
$5.37K +$1.04K +100 +23%
SWA
571
Sutton Wealth Advisors
Florida
$5.32K +$207 +20 +4%
PK
572
Pflug Koory
Nebraska
$5.28K -$18.7K -1,805 -78%
KFS
573
Kelly Financial Services
Massachusetts
$5.28K +$2.03K +196 +60%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$5.08K
MCA
575
Maryland Capital Advisors
Maryland
$5.08K +$5.18K +500 New

CCL Hedge Fund Activity: Q1 2023 in Review

709 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2023, worth a combined $5.81B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 72 closed out — a net gain of 14 holders — while 255 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.4M. The largest seller was Truist Financial, cutting an estimated $379M.

  • 709 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2023, down from 715 in Q4 2022.
  • Funds reported $5.81B of Carnival Corporation Ltd stock for Q1 2023, up 22% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q1 2023 and 72 closed out, a net change of +14 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2023 was Citadel Advisors, an estimated $73.4M added.
  • The largest Carnival Corporation Ltd seller in Q1 2023 was Truist Financial, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.