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Carnival Corporation Ltd

647 hedge funds and large institutions have $6.36B invested in Carnival Corporation Ltd in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 248 increasing their positions, 212 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

43% more capital invested

Capital invested by funds: $4.45B → $6.36B (+$1.91B)

17% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 212

0.6% more ownership

Funds ownership: 64.06%64.65% (+0.6%)

7% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 119

2% less funds holding

Funds holding: 660647 (-13)

18% less call options, than puts

Call options by funds: $493M | Put options by funds: $599M

Holders
647
Holders Change
-13
Holders Change %
-1.97%
% of All Funds
13.27%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
111
Increased
248
Reduced
212
Closed
119
Calls
$493M
Puts
$599M
Net Calls
-$107M
Net Calls Change
+$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Bartlett & Co
Ohio
$2K
BWM
602
Baystate Wealth Management
Massachusetts
$2K
CFFP
603
Center for Financial Planning
Michigan
$2K
CFN
604
Cordasco Financial Network
Florida
$2K
EWM
605
Endurance Wealth Management
Rhode Island
$2K
FPFS
606
First Personal Financial Services
North Carolina
$2K
HWM
607
HighMark Wealth Management
Minnesota
$2K
IFAM
608
Institutional & Family Asset Management
Colorado
$2K
JWA
609
JFS Wealth Advisors
Pennsylvania
$2K
JWBC
610
John W. Brooker & Co
California
$2K
MWA
611
Moser Wealth Advisors
Washington
$2K
M
612
MOTCO
Texas
$2K
OSNBOA
613
Old Second National Bank of Aurora
Illinois
$2K
RCC
614
Red Cedar Capital
Nebraska
$2K
SBL
615
Sargent Bickham Lagudis
Colorado
$2K
SFA
616
Semmax Financial Advisors
North Carolina
$2K
SC
617
Steph & Co
Wisconsin
$2K
CB
618
CNB Bank
Pennsylvania
$2K +$1.32K +88 +251%
KTC
619
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.5K +100 New
MWC
620
MBM Wealth Consultants
Missouri
$2K +$1.5K +100 New
PG
621
Proffitt & Goodson
Tennessee
$2K +$1.5K +100 New
TWP
622
TFO Wealth Partners
Ohio
$2K +$1.5K +100 New
MHR
623
Matthew Hamilton Rosenberg
$2K +$1.63K +109 New
RIM
624
Rockbridge Investment Management
New York
$2K +$1.99K +133 New
DZ Bank
625
DZ Bank
Germany
$1.66K

CCL Hedge Fund Activity: Q2 2020 in Review

647 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q2 2020, worth a combined $6.36B — up 43% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CCL and 111 opened new positions — a net loss of 8 holders — while 212 trimmed existing stakes and 248 added.

The largest buyer was Vanguard Group, adding an estimated $302M. The largest seller was Invesco, cutting an estimated $95M.

  • 647 institutional investors held Carnival Corporation Ltd (CCL) as of Q2 2020, down from 660 in Q1 2020.
  • Funds reported $6.36B of Carnival Corporation Ltd stock for Q2 2020, up 43% quarter-over-quarter.
  • 111 funds opened new Carnival Corporation Ltd positions in Q2 2020 and 119 closed out, a net change of -8 holders.
  • The largest Carnival Corporation Ltd buyer in Q2 2020 was Vanguard Group, an estimated $302M added.
  • The largest Carnival Corporation Ltd seller in Q2 2020 was Invesco, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2020.