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Carnival Corporation Ltd

660 hedge funds and large institutions have $4.45B invested in Carnival Corporation Ltd in 2020 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 255 increasing their positions, 213 reducing their positions, and 260 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 213

13.81% less ownership

Funds ownership: 77.87%64.06% (-14%)

19% less funds holding

Funds holding: 814660 (-154)

48% less call options, than puts

Call options by funds: $155M | Put options by funds: $298M

55% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 260

79% less funds holding in top 10

Funds holding in top 10: 143 (-11)

79% less capital invested

Capital invested by funds: $20.8B → $4.45B (-$16.4B)

Holders
660
Holders Change
-154
Holders Change %
-18.92%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-78.57%
% of All Funds
0.07%
New
118
Increased
255
Reduced
213
Closed
260
Calls
$155M
Puts
$298M
Net Calls
-$143M
Net Calls Change
-$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
626
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K
FANJ
627
Financial Architects (New Jersey)
New Jersey
$1K
First Manhattan
628
First Manhattan
New York
$1K
HGWM
629
Harvest Group Wealth Management
Massachusetts
$1K
IFAM
630
Institutional & Family Asset Management
Colorado
$1K
IF
631
Ironwood Financial
Arizona
$1K
JWA
632
JFS Wealth Advisors
Pennsylvania
$1K
LF
633
Lee Financial
Texas
$1K
MWA
634
Moser Wealth Advisors
Washington
$1K
OSNBOA
635
Old Second National Bank of Aurora
Illinois
$1K
PMFA
636
Plante Moran Financial Advisors
Michigan
$1K
QAM
637
QCI Asset Management
New York
$1K
SFA
638
Semmax Financial Advisors
North Carolina
$1K
SC
639
Steph & Co
Wisconsin
$1K
TL
640
TrueWealth LLC
Georgia
$1K
OAJ
641
Ogorek Anthony Joseph
New York
$1K +$107 +3 +3%
HWM
642
HighMark Wealth Management
Minnesota
$1K +$142 +4 +3%
RWA
643
Ropes Wealth Advisors
Massachusetts
$1K +$2.28K +64 New
FPFS
644
First Personal Financial Services
North Carolina
$1K +$2.74K +77 +335%
ADL
645
Asset Dedication LLC
California
$1K +$3.56K +100 New
BC
646
Bartlett & Co
Ohio
$1K +$3.56K +100 New
JWBC
647
John W. Brooker & Co
California
$1K +$3.56K +100 New
LWM
648
Lenox Wealth Management
Ohio
$1K +$3.56K +100 New
YAL
649
Your Advocates Ltd
Texas
$1K +$3.56K +100 New
KFS
650
Kelly Financial Services
Massachusetts
$514

CCL Hedge Fund Activity: Q1 2020 in Review

660 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2020, worth a combined $4.45B — down 79% from $20.8B a quarter earlier.

Sellers outnumbered buyers: 260 funds closed out of CCL and 118 opened new positions — a net loss of 142 holders — while 213 trimmed existing stakes and 255 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $1.23B. The largest seller was Capital World Investors, cutting an estimated $1.31B.

  • 660 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2020, down from 814 in Q4 2019.
  • Funds reported $4.45B of Carnival Corporation Ltd stock for Q1 2020, down 79% quarter-over-quarter.
  • 118 funds opened new Carnival Corporation Ltd positions in Q1 2020 and 260 closed out, a net change of -142 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2020 was Public Investment Fund, an estimated $1.23B added.
  • The largest Carnival Corporation Ltd seller in Q1 2020 was Capital World Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q1 2020.