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Carnival Corporation Ltd

806 hedge funds and large institutions have $13.7B invested in Carnival Corporation Ltd in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 345 increasing their positions, 181 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 181

61% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 88

28% more capital invested

Capital invested by funds: $10.7B → $13.7B (+$3B)

26% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.47B

6% more funds holding

Funds holding: 760806 (+46)

10.15% less ownership

Funds ownership: 63.29%53.13% (-10%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
806
Holders Change
+46
Holders Change %
+6.05%
% of All Funds
14.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
142
Increased
345
Reduced
181
Closed
88
Calls
$1.85B
Puts
$1.47B
Net Calls
+$386M
Net Calls Change
-$91.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
651
Institutional & Family Asset Management
Colorado
$19K +$4.72K +200 +40%
CFFP
652
Center for Financial Planning
Michigan
$19K +$16.7K +709 New
CL
653
COWA LLC
Oklahoma
$18K -$123K -5,210 -90%
SN
654
Sittner & Nelson
Oregon
$18K -$10.2K -434 -39%
WWMSC
655
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$15.8K +669 New
RWM
656
RBA Wealth Management
California
$17.1K +$15.2K +645 New
WAS
657
Winch Advisory Services
Wisconsin
$17K -$6.72K -285 -30%
GAM
658
Gemmer Asset Management
California
$17K
SFPG
659
Stonebridge Financial Planning Group
Florida
$17K
PCG
660
Private Capital Group
Connecticut
$17K +$3.02K +128 +25%
GWSG
661
GPS Wealth Strategies Group
Colorado
$17K +$15.3K +648 New
APWM
662
Atlas Private Wealth Management
New York
$16K -$590 -25 -4%
CCM
663
Cribstone Capital Management
Maine
$16K
MA
664
Montag & Associates
Georgia
$16K
CAL
665
Capital Advisors Ltd
Ohio
$16K +$14.2K +600 New
CP
666
Corbenic Partners
Pennsylvania
$15K
ETC
667
Exchange Traded Concepts
Oklahoma
$15K +$1.46K +62 +12%
CFO
668
CVA Family Office
Colorado
$15K +$13.2K +558 New
HFM
669
Harvest Fund Management
China
$15K +$13.4K +569 New
FI
670
FormulaFolio Investments
Michigan
$14K -$264K -11,175 -95%
RCA
671
Ranch Capital Advisors
Florida
$14K -$2.36K -100 -15%
AP
672
Atwood & Palmer
Missouri
$13K +$11.8K +500 New
SWA
673
Sutton Wealth Advisors
Florida
$12.4K +$1.32K +56 +14%
BFEC
674
Benjamin F. Edwards & Company
Missouri
$12K -$2.36K -100 -19%
SLF
675
Sun Life Financial
Ontario, Canada
$12K +$259 +11 +2%

CCL Hedge Fund Activity: Q1 2021 in Review

806 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2021, worth a combined $13.7B — up 28% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CCL positions and 88 closed out — a net gain of 54 holders — while 345 added to existing stakes and 181 trimmed.

The largest buyer was Vanguard Group, adding an estimated $502M. The largest seller was D.E. Shaw & Co, cutting an estimated $302M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2021, up from 760 in Q4 2020.
  • Funds reported $13.7B of Carnival Corporation Ltd stock for Q1 2021, up 28% quarter-over-quarter.
  • 142 funds opened new Carnival Corporation Ltd positions in Q1 2021 and 88 closed out, a net change of +54 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2021 was Vanguard Group, an estimated $502M added.
  • The largest Carnival Corporation Ltd seller in Q1 2021 was D.E. Shaw & Co, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2021.