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Carnival Corporation Ltd

814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more capital invested

Capital invested by funds: $18B → $20.8B (+$2.88B)

8% more funds holding

Funds holding: 754814 (+60)

0.17% less ownership

Funds ownership: 78.03%77.87% (-0.17%)

22% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 311

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $249M

Holders
814
Holders Change
+60
Holders Change %
+7.96%
% of All Funds
16.04%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
148
Increased
242
Reduced
311
Closed
73
Calls
$190M
Puts
$249M
Net Calls
-$58.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
626
Bessemer Group
New Jersey
$89K +$50.7K +1,136 +184%
S
627
SignatureFD
Georgia
$88K -$32.7K -732 -30%
LWANC
628
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K -$40.2K -900 -34%
TI
629
tru Independence
Oregon
$82K +$278K +6,214 New
QCG
630
Quadrant Capital Group
Ohio
$76K -$16.2K -362 -18%
CIA
631
CSat Investment Advisory
Michigan
$76K +$10.5K +234 +19%
CFFP
632
Center for Financial Planning
Michigan
$75K +$66.2K +1,481 New
OIA
633
Optimum Investment Advisors
Illinois
$72K -$38.1K -853 -38%
AW
634
Alpha Windward
Massachusetts
$72K +$10.4K +232 +19%
TFS
635
TrustCore Financial Services
Tennessee
$70K -$8.93K -200 -13%
HWA
636
Heritage Wealth Advisors
Virginia
$68K +$43.7K +978 +272%
Federated Hermes
637
Federated Hermes
Pennsylvania
$66K -$20.6K -462 -26%
GI
638
Gradient Investments
Minnesota
$65K -$8.45M -189,091 -99%
TCOV
639
Trust Company of Vermont
Vermont
$63K -$6.57K -147 -11%
VCP
640
Verus Capital Partners
Arizona
$63K +$55K +1,231 New
ACM
641
Allred Capital Management
Texas
$62.8K +$55.2K +1,235 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$61K -$16.1K -361 -23%
RFA
643
Reilly Financial Advisors
California
$61K
GLI
644
Guardian Life Insurance
New York
$60K +$581 +13 +1%
TPCW
645
TD Private Client Wealth
New York
$57.2K +$50.3K +1,125 New
BWL
646
Bogart Wealth LLC
Virginia
$57K +$26.8K +600 +114%
1W
647
1776 Wealth
Georgia
$52K +$45.8K +1,026 New
AF
648
Arrow Financial
New York
$51K -$8.93K -200 -17%
GWMIA
649
Global Wealth Management Investment Advisory
Florida
$51K -$1.07K -24 -2%
FGAM
650
Financial Gravity Asset Management
Texas
$51K -$45 -1 -13%

CCL Hedge Fund Activity: Q4 2019 in Review

814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.

  • 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
  • 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
  • The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2019.