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Carnival Corporation Ltd

814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more capital invested

Capital invested by funds: $18B → $20.8B (+$2.88B)

8% more funds holding

Funds holding: 754814 (+60)

0.17% less ownership

Funds ownership: 78.03%77.87% (-0.17%)

22% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 311

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $249M

Holders
814
Holders Change
+60
Holders Change %
+7.96%
% of All Funds
16.04%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
148
Increased
242
Reduced
311
Closed
73
Calls
$190M
Puts
$249M
Net Calls
-$58.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
651
NWK Group
California
$51K +$44.7K +1,000 New
AJ
652
Ashburton (Jersey)
Jersey
$50K -$1.52K -34 -3%
EWP
653
Engrave Wealth Partners
Texas
$50K +$44.4K +995 New
PA
654
PSI Advisors
Florida
$50K +$44.7K +1,001 New
SCM
655
Silvant Capital Management
Georgia
$48K
CFA
656
Carroll Financial Associates
North Carolina
$48K +$22.4K +501 +109%
AssetMark Inc
657
AssetMark Inc
California
$47K -$1.75M -39,093 -98%
SQA
658
Simon Quick Advisors
New Jersey
$47K +$10.4K +233 +33%
VCM
659
Versant Capital Management
Arizona
$44K -$1.56K -35 -4%
RE
660
RBC Europe
United Kingdom
$43.8K
AF
661
Advisornet Financial
Minnesota
$41K -$47.8K -1,070 -57%
CCM
662
Covington Capital Management
California
$41K
APWM
663
Atlas Private Wealth Management
New York
$41K +$35.8K +801 New
IBOK
664
Independence Bank of Kentucky
Kentucky
$38K +$10.5K +235 +46%
RIA
665
Realta Investment Advisors
Delaware
$37K
SIM
666
Sonora Investment Management
Arizona
$37K
FCB
667
First Command Bank
Texas
$36K
FCFS
668
First Command Financial Services
Texas
$36K
SCA
669
Stonebridge Capital Advisors
Minnesota
$36K
TCM
670
Tradewinds Capital Management
Washington
$36K
SFPG
671
Stonebridge Financial Planning Group
Florida
$36K +$31.3K +700 New
SWA
672
Sutton Wealth Advisors
Florida
$34.5K
MF
673
Manchester Financial
California
$34K +$29.9K +670 New
AA
674
Advisory Alpha
Michigan
$33.6K +$4.02K +90 +15%
RMAM
675
Raab & Moskowitz Asset Management
New Jersey
$33K +$29.5K +660 New

CCL Hedge Fund Activity: Q4 2019 in Review

814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.

  • 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
  • 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
  • The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2019.