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Carnival Corporation Ltd

814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more capital invested

Capital invested by funds: $18B → $20.8B (+$2.88B)

8% more funds holding

Funds holding: 754814 (+60)

0.17% less ownership

Funds ownership: 78.03%77.87% (-0.17%)

22% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 311

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $249M

Holders
814
Holders Change
+60
Holders Change %
+7.96%
% of All Funds
16.04%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
148
Increased
242
Reduced
311
Closed
73
Calls
$190M
Puts
$249M
Net Calls
-$58.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
Winfield Associates
Ohio
$171K +$150K +3,367 New
GEA
602
Glen Eagle Advisors
New Jersey
$168K
AAM
603
Advisors Asset Management
Colorado
$162K +$759 +17 +0.5%
AA
604
Argent Advisors
Louisiana
$160K +$143K +3,190 New
IA
605
IFP Advisors
Florida
$159K -$28.2K -631 -17%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$154K
APA
607
American Portfolios Advisors
New York
$154K -$27.2K -608 -17%
FMLI
608
Fukoku Mutual Life Insurance
Japan
$152K +$17.9K +400 +15%
SFS
609
Sowell Financial Services
Arkansas
$150K +$31.9K +713 +32%
IWA
610
Intercontinental Wealth Advisors
Texas
$147K -$42K -941 -22%
CAL
611
Capital Analysts LLC
Pennsylvania
$147K -$6.88K -154 -5%
FHA
612
Flagship Harbor Advisors
Massachusetts
$145K +$13.9K +311 +12%
BCI
613
Brinker Capital Investments
Pennsylvania
$139K -$50.5K -1,130 -29%
SIC
614
Salem Investment Counselors
North Carolina
$138K
BSPF
615
British Steel Pension Fund
United Kingdom
$136K
SFSIG
616
San Francisco Sentry Investment Group
California
$125K -$14.3K -320 -12%
FNBOSM
617
First National Bank of South Miami
Florida
$123K
DSC
618
Duncker Streett & Co
Missouri
$121K +$106K +2,380 New
AF
619
Allworth Financial
California
$120K +$179 +4 +0.2%
MCM
620
Manchester Capital Management
Vermont
$115K
GPGA
621
Grandeur Peak Global Advisors
Utah
$106K +$58.1K +1,300 +165%
RTC
622
Riverview Trust Company
Washington
$105K
CT
623
Caldwell Trust
Florida
$99.6K +$87.6K +1,960 New
LWM
624
Liberty Wealth Management
California
$95K +$536 +12 +0.6%
CFGS
625
Concourse Financial Group Securities
Alabama
$94K +$62K +1,387 +296%

CCL Hedge Fund Activity: Q4 2019 in Review

814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.

  • 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
  • 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
  • The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2019.