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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
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$3.1K +$570 +55 +22%
BA
602
Bellwether Advisors
Nebraska
$3.04K
CA
603
Crewe Advisors
Utah
$3.04K
FPFS
604
First Personal Financial Services
North Carolina
$3.04K
HWP
605
Highline Wealth Partners
California
$3.04K
NF
606
Norwood Financial
Pennsylvania
$3.04K
PP
607
PFS Partners
New Jersey
$3.04K
TSW
608
Thompson Siegel & Walmsley
Virginia
$3K
TWM
609
Tradition Wealth Management
Minnesota
$3K +$3.11K +300 New
FNBOSM
610
First National Bank of South Miami
Florida
$2.97K
AWM
611
AllSquare Wealth Management
New York
$2.9K
NMG
612
New Millennium Group
Utah
$2.8K
TCM
613
TD Capital Management
Tennessee
$2.77K
FWM
614
Focused Wealth Management
New York
$2.75K +$1.05K +101 +59%
NECFA
615
New England Capital Financial Advisors
Connecticut
$2.7K
BWM
616
BerganKDV Wealth Management
Minnesota
$2.61K
SC
617
Schubert & Co
Texas
$2.59K +$1.3K +126 +98%
CWC
618
Carolinas Wealth Consulting
North Carolina
$2.54K
AA
619
Ancora Advisors
Ohio
$2.54K
AAG
620
Armstrong Advisory Group
Massachusetts
$2.53K -$10.4K -1,000 -80%
FCA
621
FinTrust Capital Advisors
South Carolina
$2.51K -$363K -35,000 -99%
PFG
622
Piershale Financial Group
Illinois
$2.42K
TF
623
TimeScale Financial
Massachusetts
$2.35K
DCBT
624
Dakota Community Bank & Trust
North Dakota
$2.28K
SWM
625
Sugarloaf Wealth Management
Georgia
$2.21K

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.