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Carnival Corporation Ltd

709 hedge funds and large institutions have $5.81B invested in Carnival Corporation Ltd in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 197

22% more capital invested

Capital invested by funds: $4.75B → $5.81B (+$1.06B)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% less funds holding

Funds holding: 715709 (-6)

2.09% less ownership

Funds ownership: 53.25%51.16% (-2.1%)

62% less call options, than puts

Call options by funds: $480M | Put options by funds: $1.26B

Holders
709
Holders Change
-6
Holders Change %
-0.84%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
86
Increased
255
Reduced
197
Closed
72
Calls
$480M
Puts
$1.26B
Net Calls
-$776M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
676
Robbins Farley
New Hampshire
$1.01K
SC
677
Steph & Co
Wisconsin
$1.01K
TIM
678
Tortoise Investment Management
New York
$1.01K
WT
679
Washington Trust
Rhode Island
$1.01K
WIM
680
Westside Investment Management
California
$1.01K
WAM
681
WFA Asset Management
Wisconsin
$1.01K
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$1.01K +$1.04K +100 New
AA
683
AlphaMark Advisors
Kentucky
$1K
EWM
684
Endurance Wealth Management
Rhode Island
$1K
GCS
685
Gordian Capital (Singapore)
Singapore
$1K
HBW
686
Hazlett, Burt & Watson
West Virginia
$1K
MWC
687
MBM Wealth Consultants
Missouri
$1K
MFA
688
McClarren Financial Advisors
Pennsylvania
$1K
OAJ
689
Ogorek Anthony Joseph
New York
$1K
ONST
690
Old North State Trust
North Carolina
$1K
POIA
691
Pin Oak Investment Advisors
Texas
$1K
RDIA
692
RE Dickinson Investment Advisors
Iowa
$1K
ARS
693
Adirondack Retirement Specialists
New York
$985
SIC
694
SJS Investment Consulting
Ohio
$884 +$311 +30 +53%
IHWM
695
Iron Horse Wealth Management
Iowa
$782
LWANC
696
Laurel Wealth Advisors (North Carolina)
North Carolina
$609
OCM
697
Orion Capital Management
California
$609
CCP
698
Carmel Capital Partners
California
$589 +$601 +58 New
BHWM
699
Beaird Harris Wealth Management
Texas
$508
RWPA
700
Richard W. Paul & Associates
Michigan
$508

CCL Hedge Fund Activity: Q1 2023 in Review

709 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2023, worth a combined $5.81B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 72 closed out — a net gain of 14 holders — while 255 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.4M. The largest seller was Truist Financial, cutting an estimated $379M.

  • 709 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2023, down from 715 in Q4 2022.
  • Funds reported $5.81B of Carnival Corporation Ltd stock for Q1 2023, up 22% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q1 2023 and 72 closed out, a net change of +14 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2023 was Citadel Advisors, an estimated $73.4M added.
  • The largest Carnival Corporation Ltd seller in Q1 2023 was Truist Financial, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.