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Carnival Corporation Ltd

806 hedge funds and large institutions have $12.7B invested in Carnival Corporation Ltd in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 235 increasing their positions, 253 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 80

43% more capital invested

Capital invested by funds: $8.85B → $12.7B (+$3.81B)

8% more funds holding

Funds holding: 749806 (+57)

3.47% more ownership

Funds ownership: 57.57%61.04% (+3.5%)

7% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 253

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

45% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $2.08B

Holders
806
Holders Change
+57
Holders Change %
+7.61%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
146
Increased
235
Reduced
253
Closed
80
Calls
$1.15B
Puts
$2.08B
Net Calls
-$933M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
576
Quent Capital
New York
$30.2K +$1.58K +109 +7%
HFS
577
Hantz Financial Services
Michigan
$30K
AW
578
Avion Wealth
Texas
$30K +$1.28K +88 +6%
AWM
579
Avior Wealth Management
Nebraska
$29.8K +$1.45K +100 +7%
GWMIA
580
Global Wealth Management Investment Advisory
Florida
$28.4K -$1.45K -100 -6%
FF
581
Friedenthal Financial
New Jersey
$28.4K +$22.2K +1,531 New
FCAS
582
First Command Advisory Services
Texas
$28.2K
BAM
583
Byrne Asset Management
New Jersey
$27.3K -$35.2K -2,425 -62%
BWL
584
Bogart Wealth LLC
Virginia
$27K -$2.99K -206 -12%
VCM
585
Versant Capital Management
Arizona
$25.3K +$5.3K +365 +36%
MFT
586
Moisand Fitzgerald Tamayo
Florida
$24.1K -$3.44K -237 -15%
HCP
587
Hexagon Capital Partners
Arkansas
$23.4K -$7.88K -543 -30%
CP
588
Castleview Partners
Texas
$23K
FFO
589
Fortitude Family Office
Arizona
$22.9K +$17.9K +1,235 New
BOC
590
Bull Oak Capital
California
$22.9K
RFG
591
RFP Financial Group
Georgia
$22.8K
MSWM
592
Mowery & Schoenfeld Wealth Management
Illinois
$22.5K +$17.6K +1,214 New
Robeco Institutional Asset Management
593
Robeco Institutional Asset Management
Netherlands
$22K
CAL
594
Capital Analysts LLC
Pennsylvania
$22K
IWP
595
IAG Wealth Partners
Wisconsin
$21.6K -$3.46K -238 -17%
TVAMP
596
Tennessee Valley Asset Management Partners
Tennessee
$21.3K +$16.7K +1,151 New
GWSG
597
GPS Wealth Strategies Group
Colorado
$21K -$697 -48 -4%
MIFH
598
Migdal Insurance & Financial Holdings
Israel
$21K -$264K -18,179 -94%
EWM
599
Evermay Wealth Management
Virginia
$20.9K +$276 +19 +2%
IBOK
600
Independence Bank of Kentucky
Kentucky
$20.8K

CCL Hedge Fund Activity: Q4 2023 in Review

806 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2023, worth a combined $12.7B — up 43% from $8.85B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new CCL positions and 80 closed out — a net gain of 66 holders — while 235 added to existing stakes and 253 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Renaissance Technologies, cutting an estimated $126M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2023, up from 749 in Q3 2023.
  • Funds reported $12.7B of Carnival Corporation Ltd stock for Q4 2023, up 43% quarter-over-quarter.
  • 146 funds opened new Carnival Corporation Ltd positions in Q4 2023 and 80 closed out, a net change of +66 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $291M added.
  • The largest Carnival Corporation Ltd seller in Q4 2023 was Renaissance Technologies, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.