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Carnival Corporation Ltd

843 hedge funds and large institutions have $10.5B invested in Carnival Corporation Ltd in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 281 increasing their positions, 241 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 87

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

17% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 241

5% more funds holding

Funds holding: 806843 (+37)

3.61% less ownership

Funds ownership: 61.04%57.43% (-3.6%)

17% less capital invested

Capital invested by funds: $12.7B → $10.5B (-$2.17B)

41% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.77B

Holders
843
Holders Change
+37
Holders Change %
+4.59%
% of All Funds
12.14%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
135
Increased
281
Reduced
241
Closed
87
Calls
$1.04B
Puts
$1.77B
Net Calls
-$732M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
Concord Wealth Partners
Virginia
$20.2K +$2.03K +125 +11%
BOC
627
Bull Oak Capital
California
$20.2K
HIIFS
628
Harel Insurance Investments & Financial Services
Israel
$20K +$19.7K +1,210 New
MSWM
629
Mowery & Schoenfeld Wealth Management
Illinois
$19.8K
Jones Financial Companies
630
Jones Financial Companies
Missouri
$19.6K +$6.64K +408 +51%
IWP
631
IAG Wealth Partners
Wisconsin
$19K
CAL
632
Capital Analysts LLC
Pennsylvania
$19K
IBOK
633
Independence Bank of Kentucky
Kentucky
$18.4K
OCM
634
Orion Capital Management
California
$18.1K +$813 +50 +5%
EWM
635
Evermay Wealth Management
Virginia
$18.1K -$309 -19 -2%
MIFH
636
Migdal Insurance & Financial Holdings
Israel
$18K
TFGT
637
TS Financial Group (TSFG)
Illinois
$18K
TLA
638
Tanglewood Legacy Advisors
Texas
$18K
KFS
639
Kelly Financial Services
Massachusetts
$17.8K +$8.13K +500 +84%
FFO
640
Fortitude Family Office
Arizona
$17.7K -$2.46K -151 -12%
NFSG
641
Newbridge Financial Services Group
Florida
$17.3K -$27.7K -1,703 -62%
BAM
642
Bellevue Asset Management
Washington
$17.1K
GXJ
643
Global X Japan
Japan
$16.9K +$16.8K +1,032 New
MCM
644
MV Capital Management
Maryland
$16.7K +$260 +16 +2%
CFG
645
Carr Financial Group
Massachusetts
$16.6K +$16.5K +1,015 New
WIA
646
Wetzel Investment Advisors
Indiana
$15.6K
SCM
647
Silvant Capital Management
Georgia
$15.4K
OLVIG
648
Oliver Lagore Vanvalin Investment Group
Michigan
$15.4K
RA
649
Rise Advisors
New York
$15.2K +$13.5K +831 +831%
FCA
650
FinTrust Capital Advisors
South Carolina
$15K

CCL Hedge Fund Activity: Q1 2024 in Review

843 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2024, worth a combined $10.5B — down 17% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CCL positions and 87 closed out — a net gain of 48 holders — while 281 added to existing stakes and 241 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $144M. The largest seller was Public Investment Fund, exiting entirely with an estimated $942M sold.

  • 843 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2024, up from 806 in Q4 2023.
  • Funds reported $10.5B of Carnival Corporation Ltd stock for Q1 2024, down 17% quarter-over-quarter.
  • 135 funds opened new Carnival Corporation Ltd positions in Q1 2024 and 87 closed out, a net change of +48 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2024 was Point72 Asset Management, an estimated $144M added.
  • The largest Carnival Corporation Ltd seller in Q1 2024 was Public Investment Fund, an estimated $942M sold.

Based on aggregated 13F filings for Q1 2024.