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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
AW
676
Avion Wealth
Texas
$12K +$5.57K +236 +115%
AWM
677
Accel Wealth Management
Iowa
$11K
KIG
678
Kessler Investment Group
Indiana
$11K
LJHT
679
Laurie J. Hall Trustee
$11K
SWM
680
Selective Wealth Management
Virginia
$11K
TC
681
Trust Company
Kansas
$11K
FWM
682
Focused Wealth Management
New York
$11K +$189 +8 +2%
CWA
683
Carolina Wealth Advisors
South Carolina
$11K +$2.33K +99 +33%
ZB
684
Zions Bancorporation
Utah
$11K +$3.94K +167 +65%
FP
685
Fiduciary Planning
Florida
$11K +$4.72K +200 +96%
FPFS
686
First Personal Financial Services
North Carolina
$10K +$1.77K +75 +25%
LC
687
Lindbrook Capital
California
$10K +$2.08K +88 +31%
LWA
688
Lowe Wealth Advisors
Maryland
$10K +$8.96K +380 New
AIM
689
Anchor Investment Management
South Carolina
$9.29K
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$4.93K -209 -39%
JMF
691
Johnson Midwest Financial
Iowa
$9K
SFP
692
Sterling Financial Planning
New Jersey
$9K
PCA
693
Providence Capital Advisors
North Carolina
$9K +$165 +7 +2%
TAM
694
Tucker Asset Management
Colorado
$8.76K
DWP
695
Destiny Wealth Partners
Florida
$8K -$3.04K -129 -30%
ARMC
696
American Research & Management Company
Massachusetts
$8K
FCA
697
FinTrust Capital Advisors
South Carolina
$8K
IFA
698
Interactive Financial Advisors
Illinois
$8K
ONST
699
Old North State Trust
North Carolina
$8K
HWA
700
HHM Wealth Advisors
Tennessee
$8K +$71 +3 +1%

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.