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Carnival Corporation Ltd

755 hedge funds and large institutions have $11.8B invested in Carnival Corporation Ltd in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 240 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

102% more capital invested

Capital invested by funds: $5.81B → $11.8B (+$5.95B)

71% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 70

6% more funds holding

Funds holding: 709755 (+46)

4.79% more ownership

Funds ownership: 51.16%55.96% (+4.8%)

5% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 240

32% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.15B

Holders
755
Holders Change
+46
Holders Change %
+6.49%
% of All Funds
11.85%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.25%
New
120
Increased
227
Reduced
240
Closed
70
Calls
$1.46B
Puts
$2.15B
Net Calls
-$689M
Net Calls Change
+$87M
Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
601
American State Bank (Iowa)
Iowa
$15.1K
BLC
602
Brown, Lisle/Cummings
Rhode Island
$15.1K
FHA
603
First Horizon Advisors
Tennessee
$14.8K +$2.2K +188 +31%
AIC
604
Archer Investment Corporation
Indiana
$14.3K
AWM
605
Atticus Wealth Management
Florida
$14.3K
BF
606
BOK Financial
Oklahoma
$12.8K -$75.2K -6,424 -90%
JWA
607
JFS Wealth Advisors
Pennsylvania
$12.6K +$23 +2 +0.3%
WAS
608
Winch Advisory Services
Wisconsin
$12K
PVH
609
Psagot Value Holdings
Israel
$12K +$1.86K +159 +31%
BC
610
Barrett & Company
Rhode Island
$12K
BWM
611
Baystate Wealth Management
Massachusetts
$11.8K
NCM
612
Northwest Capital Management
Oregon
$11.7K +$7.25K +620 New
CFFP
613
Center for Financial Planning
Michigan
$11.5K
MA
614
Montag & Associates
Georgia
$11.3K
FCAG
615
First Capital Advisors Group
New Jersey
$10.2K +$6.34K +542 New
AWM
616
Abound Wealth Management
Tennessee
$10.2K +$140 +12 +2%
TSWM
617
Tyler-Stone Wealth Management
Ohio
$10K +$6.43K +550 New
SFG
618
Steward Financial Group
Texas
$10K +$6.49K +555 New
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$9.41K
MCA
620
Maryland Capital Advisors
Maryland
$9.41K
TFM
621
TFC Financial Management
Massachusetts
$9.41K +$5.85K +500 New
CWA
622
Carolina Wealth Advisors
South Carolina
$9.38K -$760 -65 -12%
PK
623
Pflug Koory
Nebraska
$9.32K -$292 -25 -5%
TFA
624
Toth Financial Advisory
Virginia
$9.18K +$819 +70 +17%
TAM
625
Tucker Asset Management
Colorado
$9.06K

CCL Hedge Fund Activity: Q2 2023 in Review

755 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q2 2023, worth a combined $11.8B — up 102% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CCL positions and 70 closed out — a net gain of 50 holders — while 227 added to existing stakes and 240 trimmed.

The largest buyer was Bessemer Group, adding an estimated $418M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 755 institutional investors held Carnival Corporation Ltd (CCL) as of Q2 2023, up from 709 in Q1 2023.
  • Funds reported $11.8B of Carnival Corporation Ltd stock for Q2 2023, up 102% quarter-over-quarter.
  • 120 funds opened new Carnival Corporation Ltd positions in Q2 2023 and 70 closed out, a net change of +50 holders.
  • The largest Carnival Corporation Ltd buyer in Q2 2023 was Bessemer Group, an estimated $418M added.
  • The largest Carnival Corporation Ltd seller in Q2 2023 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2023.