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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
WAS
626
Winch Advisory Services
Wisconsin
$12.1K
ADL
627
Asset Dedication LLC
California
$12K +$1.45K +100 +19%
CAS
628
Coppell Advisory Solutions
Texas
$11.6K +$2.21K +152 +32%
AF
629
Advisornet Financial
Minnesota
$11.6K +$842 +58 +10%
BWM
630
Baystate Wealth Management
Massachusetts
$11.6K
JWA
631
JFS Wealth Advisors
Pennsylvania
$11.5K -$406 -28 -4%
CFO
632
CVA Family Office
Colorado
$11.1K +$8.71K +600 New
VNA
633
Valley National Advisers
Pennsylvania
$11K +$3.54K +244 +67%
KFS
634
Kelly Financial Services
Massachusetts
$11K -$2.8K -193 -25%
PS
635
PayPay Securities
Japan
$10.5K -$13.9K -960 -63%
AWM
636
Able Wealth Management
New Jersey
$10.4K +$8.13K +560 New
TSWM
637
Tyler-Stone Wealth Management
Ohio
$10.2K
DCM
638
Davis Capital Management
Florida
$10.2K +$7.98K +550 New
VWM
639
Venturi Wealth Management
Texas
$10K +$2.25K +155 +40%
NMM
640
Naples Money Management
Florida
$9.44K +$7.39K +509 New
WPA
641
West Paces Advisors
Georgia
$9.31K +$494 +34 +7%
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$9.27K
First Manhattan
643
First Manhattan
New York
$9.27K
MCA
644
Maryland Capital Advisors
Maryland
$9.27K
TFM
645
TFC Financial Management
Massachusetts
$9.27K
CWA
646
Carolina Wealth Advisors
South Carolina
$9.23K
HFM
647
Harvest Fund Management
China
$9K +$7.16K +493 New
BEI
648
Benjamin Edwards Inc
Missouri
$9K +$7.26K +500 New
PCA
649
Providence Capital Advisors
North Carolina
$8.75K
BGAI
650
Bruce G. Allen Investments
Colorado
$8.75K +$6.85K +472 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.