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Carnival Corporation Ltd

806 hedge funds and large institutions have $12.7B invested in Carnival Corporation Ltd in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 235 increasing their positions, 253 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 80

43% more capital invested

Capital invested by funds: $8.85B → $12.7B (+$3.81B)

8% more funds holding

Funds holding: 749806 (+57)

3.47% more ownership

Funds ownership: 57.57%61.04% (+3.5%)

7% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 253

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

45% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $2.08B

Holders
806
Holders Change
+57
Holders Change %
+7.61%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
146
Increased
235
Reduced
253
Closed
80
Calls
$1.15B
Puts
$2.08B
Net Calls
-$933M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
601
Concord Wealth Partners
Virginia
$20.6K -$131 -9 -0.8%
TLA
602
Tanglewood Legacy Advisors
Texas
$20.4K
LOIP
603
Live Oak Investment Partners
Texas
$20.2K
CMP
604
Coston McIsaac & Partners
Maine
$20K
TFGT
605
TS Financial Group (TSFG)
Illinois
$20K
WIA
606
Wetzel Investment Advisors
Indiana
$20K +$16K +1,102 New
OCM
607
Orion Capital Management
California
$19.7K
BAM
608
Bellevue Asset Management
Washington
$19.4K
MCM
609
MV Capital Management
Maryland
$18.6K +$1.54K +106 +12%
PCFFS
610
Pacific Center for Financial Services
California
$17.5K -$29K -2,000 -68%
SCM
611
Silvant Capital Management
Georgia
$17.5K
OLVIG
612
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K
QL
613
Quarry LP
New York
$17K +$13.3K +917 New
FCA
614
FinTrust Capital Advisors
South Carolina
$17K
C
615
Covestor
United Kingdom
$16K +$58 +4 +0.5%
HCM
616
Hollencrest Capital Management
California
$15.4K
IFAM
617
Institutional & Family Asset Management
Colorado
$15.3K
CT
618
Clearstead Trust
Maine
$14.8K +$11.6K +800 New
Jones Financial Companies
619
Jones Financial Companies
Missouri
$14.7K +$11.5K +793 New
AIC
620
Archer Investment Corporation
Indiana
$14.1K
AWM
621
Atticus Wealth Management
Florida
$14.1K
BC
622
Barrett & Company
Rhode Island
$13.5K
BF
623
BOK Financial
Oklahoma
$12.8K +$203 +14 +2%
WCM
624
Winthrop Capital Management
Indiana
$12.7K +$9.96K +686 New
MSWM
625
McGlone Suttner Wealth Management
Wisconsin
$12.5K +$9.8K +675 New

CCL Hedge Fund Activity: Q4 2023 in Review

806 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2023, worth a combined $12.7B — up 43% from $8.85B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new CCL positions and 80 closed out — a net gain of 66 holders — while 235 added to existing stakes and 253 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Renaissance Technologies, cutting an estimated $126M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2023, up from 749 in Q3 2023.
  • Funds reported $12.7B of Carnival Corporation Ltd stock for Q4 2023, up 43% quarter-over-quarter.
  • 146 funds opened new Carnival Corporation Ltd positions in Q4 2023 and 80 closed out, a net change of +66 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $291M added.
  • The largest Carnival Corporation Ltd seller in Q4 2023 was Renaissance Technologies, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.