We are live on ! Find out more
CCL icon

Carnival Corporation Ltd

806 hedge funds and large institutions have $13.7B invested in Carnival Corporation Ltd in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 345 increasing their positions, 181 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 181

61% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 88

28% more capital invested

Capital invested by funds: $10.7B → $13.7B (+$3B)

26% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.47B

6% more funds holding

Funds holding: 760806 (+46)

10.15% less ownership

Funds ownership: 63.29%53.13% (-10%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
806
Holders Change
+46
Holders Change %
+6.05%
% of All Funds
14.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
142
Increased
345
Reduced
181
Closed
88
Calls
$1.85B
Puts
$1.47B
Net Calls
+$386M
Net Calls Change
-$91.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
576
Bedel Financial Consulting
Indiana
$71K -$5.9K -250 -9%
HNB
577
Huntington National Bank
Ohio
$71K +$2.36K +100 +4%
AWM
578
Activest Wealth Management
Florida
$71K +$63.5K +2,691 New
PCFFS
579
Pacific Center for Financial Services
California
$68K
AWC
580
Abundance Wealth Counselors
Pennsylvania
$68K +$60.8K +2,578 New
RE
581
RBC Europe
United Kingdom
$67.5K
PFBT
582
Parkside Financial Bank & Trust
Missouri
$67K +$377 +16 +0.6%
FCM
583
Firestone Capital Management
Florida
$67K +$22.4K +948 +60%
BCA
584
Berman Capital Advisors
Georgia
$66K +$24.2K +1,027 +68%
HR
585
Howe & Rusling
New York
$63K +$31.4K +1,333 +128%
GWMIA
586
Global Wealth Management Investment Advisory
Florida
$61K +$13.8K +586 +34%
SWA
587
SOA Wealth Advisors
New York
$60K
TCM
588
Tradewinds Capital Management
Washington
$60K +$2.45K +104 +5%
CFS
589
CRA Financial Services
New Jersey
$59K +$52.1K +2,208 New
DBIA
590
Dumont & Blake Investment Advisors
New Jersey
$58K
CCC
591
Crescent Capital Consulting
Louisiana
$57K +$8.35K +354 +20%
HS
592
Horan Securities
United States
$55K +$29.9K +1,269 +158%
Lazard Asset Management
593
Lazard Asset Management
New York
$53K +$1.89K +80 +4%
EW
594
Evoke Wealth
California
$52K +$15.1K +640 +48%
SIS
595
Sound Income Strategies
Florida
$51.4K -$3.82K -162 -8%
BCA
596
Bray Capital Advisors
Florida
$51K
MAM
597
Meeder Asset Management
Ohio
$50K +$4.2K +178 +10%
JFA
598
JNBA Financial Advisors
Minnesota
$46K +$11.8K +500 +40%
PWA
599
Phoenix Wealth Advisors
North Carolina
$43K
JPLA
600
Joseph P. Lucia & Associates
New York
$43K +$24.2K +1,025 +178%

CCL Hedge Fund Activity: Q1 2021 in Review

806 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2021, worth a combined $13.7B — up 28% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CCL positions and 88 closed out — a net gain of 54 holders — while 345 added to existing stakes and 181 trimmed.

The largest buyer was Vanguard Group, adding an estimated $502M. The largest seller was D.E. Shaw & Co, cutting an estimated $302M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2021, up from 760 in Q4 2020.
  • Funds reported $13.7B of Carnival Corporation Ltd stock for Q1 2021, up 28% quarter-over-quarter.
  • 142 funds opened new Carnival Corporation Ltd positions in Q1 2021 and 88 closed out, a net change of +54 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2021 was Vanguard Group, an estimated $502M added.
  • The largest Carnival Corporation Ltd seller in Q1 2021 was D.E. Shaw & Co, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2021.