We are live on ! Find out more
CCL icon

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
GKIM
626
GW&K Investment Management
Massachusetts
$9K +$5.36K +458 New
PCA
627
Providence Capital Advisors
North Carolina
$8.89K +$1.43K +122 +35%
WPA
628
West Paces Advisors
Georgia
$8.81K
PPWM
629
PFG Private Wealth Management
Florida
$8.47K
CWM
630
CarsonAllaria Wealth Management
Illinois
$8.36K
JMF
631
Johnson Midwest Financial
Iowa
$8.36K
SN
632
Sittner & Nelson
Oregon
$8.17K -$2.92K -250 -37%
WOC
633
West Oak Capital
California
$8K
PIAS
634
PCA Investment Advisory Services
Ohio
$8K +$4.97K +425 New
LJHT
635
Laurie J. Hall Trustee
$8K
VWM
636
Venturi Wealth Management
Texas
$7.78K -$105 -9 -2%
KIG
637
Kessler Investment Group
Indiana
$7.53K
RDFA
638
Ritter Daniher Financial Advisory
Ohio
$7.53K
SWA
639
SOA Wealth Advisors
New York
$7.53K
TC
640
Trust Company
Kansas
$7.53K
TC
641
Truvestments Capital
Florida
$7.53K
CT
642
Caldwell Trust
Florida
$7.53K +$4.68K +400 New
FA
643
Fiduciary Alliance
South Carolina
$7.53K +$4.68K +400 New
SC
644
Stephens Consulting
Michigan
$7.27K
CPG
645
Cornerstone Planning Group
New Jersey
$7.27K +$4.52K +386 New
LWA
646
Lowe Wealth Advisors
Maryland
$7.16K
AA
647
Ancora Advisors
Ohio
$6.78K +$1.29K +110 +44%
PS
648
PayPay Securities
Japan
$6.51K -$12 -1 -0.3%
ZB
649
Zions Bancorporation
Utah
$6.44K
VAG
650
VisionPoint Advisory Group
Texas
$6.33K +$3.93K +336 New

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.