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Carnival Corporation Ltd

814 hedge funds and large institutions have $20.8B invested in Carnival Corporation Ltd in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 242 increasing their positions, 311 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more capital invested

Capital invested by funds: $18B → $20.8B (+$2.88B)

8% more funds holding

Funds holding: 754814 (+60)

0.17% less ownership

Funds ownership: 78.03%77.87% (-0.17%)

22% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 311

24% less call options, than puts

Call options by funds: $190M | Put options by funds: $249M

Holders
814
Holders Change
+60
Holders Change %
+7.96%
% of All Funds
16.04%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
148
Increased
242
Reduced
311
Closed
73
Calls
$190M
Puts
$249M
Net Calls
-$58.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
701
Thompson Siegel & Walmsley
Virginia
$17K -$2.17M -48,640 -99%
NFG
702
Next Financial Group
Texas
$17K -$6.39K -143 -29%
BFEC
703
Benjamin F. Edwards & Company
Missouri
$17K
TIM
704
Tortoise Investment Management
New York
$17K
TFO
705
Tarbox Family Office
California
$16K -$625 -14 -4%
CAC
706
Certified Advisory Corp
Florida
$16K +$4.83K +108 +52%
JG
707
Jefferies Group
New York
$15K -$2.3M -51,470 -99%
CBT
708
Capital Bank & Trust
California
$15K
DAM
709
Delta Asset Management
Tennessee
$15K
SIA
710
SeaBridge Investment Advisors
New Jersey
$15K
WWM
711
Willingdon Wealth Management
North Carolina
$15K
WT
712
Whittier Trust
California
$14K -$4.47K -100 -26%
PB
713
Pinnacle Bancorp
Nebraska
$13K -$8.93K -200 -44%
AIS
714
Accurate Investment Solutions
Pennsylvania
$13K
ME
715
McIlrath & Eck
Washington
$13K
TCM
716
TD Capital Management
Tennessee
$13K +$134 +3 +1%
SNT
717
Security National Trust
West Virginia
$13K +$11.1K +248 New
HFM
718
Hartford Financial Management
Connecticut
$12K
DTIM
719
Danda Trouve Investment Management
Kansas
$12K +$10.9K +243 New
BBHC
720
Brown Brothers Harriman & Co
New York
$11K -$57.3K -1,283 -86%
LFG
721
Larson Financial Group
Missouri
$11K
HR
722
Howe & Rusling
New York
$11K +$89 +2 +1%
TFA
723
Toth Financial Advisory
Virginia
$11K +$89 +2 +0.9%
RG
724
Retirement Group
California
$11K +$9.25K +207 New
RWB
725
RMR Wealth Builders
New Jersey
$11K +$9.25K +207 New

CCL Hedge Fund Activity: Q4 2019 in Review

814 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CCL positions and 73 closed out — a net gain of 75 holders — while 242 added to existing stakes and 311 trimmed.

The largest buyer was Truist Financial, adding an estimated $1.74B. The largest seller was Capital World Investors, cutting an estimated $359M.

  • 814 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $20.8B of Carnival Corporation Ltd stock for Q4 2019, up 16% quarter-over-quarter.
  • 148 funds opened new Carnival Corporation Ltd positions in Q4 2019 and 73 closed out, a net change of +75 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2019 was Truist Financial, an estimated $1.74B added.
  • The largest Carnival Corporation Ltd seller in Q4 2019 was Capital World Investors, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2019.