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
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$24.7K +1,046 +209%
LSA
602
Leonteq Securities AG
Switzerland
$40.9K +$36.4K +1,541 New
NSIM
603
North Star Investment Management
Illinois
$40K
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$40K +$29.6K +1,255 +500%
WT
605
Whittier Trust
California
$39K -$34.7K -1,472 -50%
HI
606
Hudock Inc
Pennsylvania
$39K
AWM
607
Avior Wealth Management
Nebraska
$39K +$4.29K +182 +14%
AF
608
Advisornet Financial
Minnesota
$39K +$14.1K +598 +68%
AIC
609
Ameritas Investment Company
Nebraska
$38.3K -$235K -9,977 -87%
FCB
610
First Command Bank
Texas
$38K
FCFS
611
First Command Financial Services
Texas
$38K
TFO
612
Tarbox Family Office
California
$38K
MWP
613
Meridian Wealth Partners
Pennsylvania
$38K +$944 +40 +3%
TWA
614
TCI Wealth Advisors
Arizona
$38K +$16K +679 +92%
BMD
615
Better Money Decisions
New Mexico
$38K +$33.4K +1,416 New
MFT
616
Moisand Fitzgerald Tamayo
Florida
$37K +$2.36K +100 +8%
SIM
617
Sonora Investment Management
Arizona
$37K +$23.6K +1,000 +249%
BWL
618
Bogart Wealth LLC
Virginia
$35K
CIA
619
CSat Investment Advisory
Michigan
$34K -$10.8K -456 -26%
FFA
620
Freedman Financial Associates
Massachusetts
$34K
CAL
621
Capital Analysts LLC
Pennsylvania
$34K +$5.21K +221 +21%
APC
622
Aspire Private Capital
North Carolina
$33K +$28.9K +1,225 New
PCH
623
PGIM Custom Harvest
New Jersey
$32K
CWAF
624
Core Wealth Advisors (Florida)
Florida
$32K +$3.54K +150 +14%
AL
625
ADE LLC
Maryland
$31K +$27.4K +1,160 New

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.