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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
GEA
626
Glen Eagle Advisors
New Jersey
$2.16K
AFG
627
Albion Financial Group
Utah
$2.03K -$1.04K -100 -33%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$2.03K
CB
629
CNB Bank
Pennsylvania
$2.03K
GCM
630
Gables Capital Management
Florida
$2.03K
OC
631
Oakworth Capital
Alabama
$2.03K
TCM
632
Tradewinds Capital Management
Washington
$2.03K
WTA
633
Washington Trust Advisors
Massachusetts
$2.03K
FCT
634
First Community Trust
Iowa
$2.03K +$2.07K +200 New
KM
635
Kalos Management
Georgia
$2.03K +$2.07K +200 New
BC
636
Bartlett & Co
Ohio
$2K
FMTCOCP
637
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
FPB
638
First PREMIER Bank
South Dakota
$2K
KFP
639
KB Financial Partners
New Jersey
$2K
RG
640
Retirement Group
California
$2K
VNA
641
Valley National Advisers
Pennsylvania
$2K
FCG
642
Financial Connections Group
California
$2K +$1.04K +100 +100%
BAM
643
Byrne Asset Management
New Jersey
$2K +$2.49K +240 New
DI
644
Disciplined Investments
Oklahoma
$1.94K +$1.21K +117 +158%
SC
645
SouthState Corp
Florida
$1.88K -$4.76K -460 -71%
FP
646
Financial Perspectives
Minnesota
$1.77K -$3.4K -328 -65%
ME
647
McIlrath & Eck
Washington
$1.7K
BWAM
648
Boyd Watterson Asset Management
Ohio
$1.57K
PO
649
Private Ocean
California
$1.52K -$41 -4 -3%
SHIM
650
Stone House Investment Management
Pennsylvania
$1.32K +$1.35K +130 New

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.