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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
SSB
676
Sandy Spring Bank
Maryland
$5.93K
PWMG
677
Private Wealth Management Group
New Jersey
$5.75K +$4.5K +310 New
CFFP
678
Center for Financial Planning
Michigan
$5.64K
TC
679
Truvestments Capital
Florida
$5.56K -$1.45K -100 -25%
FCT
680
First Community Trust
Iowa
$5.56K
FPFS
681
First Personal Financial Services
North Carolina
$5.56K
HWP
682
Highline Wealth Partners
California
$5.56K
PP
683
PFS Partners
New Jersey
$5.56K
DI
684
DAGCO Inc
Ohio
$5.56K +$4.36K +300 New
DWS
685
Dynamic Wealth Strategies
California
$5.56K +$4.36K +300 New
ODG
686
O'Dell Group
Ohio
$5.56K +$4.36K +300 New
NF
687
Norwood Financial
Pennsylvania
$5.56K
RF
688
Robinswood Financial
Washington
$5.41K
AWM
689
AllSquare Wealth Management
New York
$5.3K
RDFA
690
Ritter Daniher Financial Advisory
Ohio
$5.12K -$1.8K -124 -31%
KA
691
Kozak & Associates
Colorado
$5.11K +$4.36K +300 New
FP
692
Financial Perspectives
Minnesota
$5.08K
TCM
693
TD Capital Management
Tennessee
$5.06K
TSW
694
Thompson Siegel & Walmsley
Virginia
$5K
EA
695
Evolution Advisers
Virginia
$5K +$4.36K +300 New
NECFA
696
New England Capital Financial Advisors
Connecticut
$4.93K
SR
697
Syntax Research
Florida
$4.82K
AA
698
Ancora Advisors
Ohio
$4.63K
CWC
699
Carolinas Wealth Consulting
North Carolina
$4.63K
VAMG
700
Voisard Asset Management Group
Michigan
$4.63K +$3.63K +250 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.