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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
SWA
651
SOA Wealth Advisors
New York
$8.32K +$711 +49 +12%
AWM
652
Abound Wealth Management
Tennessee
$8.01K -$131 -9 -2%
CWM
653
CarsonAllaria Wealth Management
Illinois
$7.86K
TFA
654
Toth Financial Advisory
Virginia
$7.74K
MSG
655
Main Street Group
Virginia
$7.6K +$5.95K +410 New
PA
656
Pineridge Advisors
Missouri
$7.45K +$5.84K +402 New
SA
657
Scarborough Advisors
Maryland
$7.45K +$5.84K +402 New
CT
658
Caldwell Trust
Florida
$7.42K
CQS
659
Credential Qtrade Securities
$7.42K
KIG
660
Kessler Investment Group
Indiana
$7.42K
TC
661
Trust Company
Kansas
$7.42K
GIA
662
GHP Investment Advisors
Colorado
$7.42K +$4.36K +300 +300%
CPG
663
Cornerstone Planning Group
New Jersey
$7.3K
VWWMG
664
Vermillion & White Wealth Management Group
Pennsylvania
$7.17K +$5.62K +387 New
SC
665
Stephens Consulting
Michigan
$7.16K
GKIM
666
GW&K Investment Management
Massachusetts
$7K -$1.61K -111 -24%
LJHT
667
Laurie J. Hall Trustee
$7K
WOC
668
West Oak Capital
California
$7K
ZB
669
Zions Bancorporation
Utah
$6.82K +$58 +4 +1%
MA
670
MCF Advisors
Kentucky
$6.67K
CAM
671
Chesapeake Asset Management
New York
$6.49K
PPWM
672
PFG Private Wealth Management
Florida
$6.49K
FWA
673
FSC Wealth Advisors
New York
$6.17K
AA
674
AlphaMark Advisors
Kentucky
$6K +$2.9K +200 +200%
Loomis, Sayles & Company
675
Loomis, Sayles & Company
Massachusetts
$6K +$5.07K +349 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.