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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
PVH
576
Psagot Value Holdings
Israel
$5K +$5.38K +519 New
TAM
577
Tucker Asset Management
Colorado
$4.88K
WPA
578
West Paces Advisors
Georgia
$4.75K
PPWM
579
PFG Private Wealth Management
Florida
$4.57K
JMF
580
Johnson Midwest Financial
Iowa
$4.51K -$808 -78 -15%
CWM
581
CarsonAllaria Wealth Management
Illinois
$4.51K
WOC
582
West Oak Capital
California
$4.31K
VWM
583
Venturi Wealth Management
Texas
$4.28K +$4.37K +422 New
TFA
584
Toth Financial Advisory
Virginia
$4.24K
CQS
585
Credential Qtrade Securities
$4.12K +$1.04K +100 +33%
HWA
586
HHM Wealth Advisors
Tennessee
$4.06K
KIG
587
Kessler Investment Group
Indiana
$4.06K
RDFA
588
Ritter Daniher Financial Advisory
Ohio
$4.06K
SWA
589
SOA Wealth Advisors
New York
$4.06K
TC
590
Trust Company
Kansas
$4.06K
TC
591
Truvestments Capital
Florida
$4.06K
LJHT
592
Laurie J. Hall Trustee
$4K
SC
593
Stephens Consulting
Michigan
$3.92K
LWA
594
Lowe Wealth Advisors
Maryland
$3.86K
PP
595
Pacifica Partners
Canada
$3.78K
PCA
596
Providence Capital Advisors
North Carolina
$3.55K
PS
597
PayPay Securities
Japan
$3.52K -$860 -83 -19%
ZB
598
Zions Bancorporation
Utah
$3.47K -$2.82K -272 -44%
FWA
599
FSC Wealth Advisors
New York
$3.38K
SSB
600
Sandy Spring Bank
Maryland
$3.25K

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.