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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
AssetMark Inc
701
AssetMark Inc
California
$4.54K +$3.56K +245 New
S
702
Sachetta
Massachusetts
$4.45K +$3.48K +240 New
TAM
703
Tucker Asset Management
Colorado
$4.38K -$49.2K -3,387 -93%
SAM
704
Smartleaf Asset Management
Massachusetts
$4.37K +$3.4K +234 New
PP
705
Pacifica Partners
Canada
$4.29K
CFS
706
CGC Financial Services
Oregon
$4.18K
CAM
707
Creekmur Asset Management
Illinois
$4K +$3.14K +216 New
BC
708
Bartlett & Co
Ohio
$4K
FPB
709
First PREMIER Bank
South Dakota
$4K
VF
710
VitalStone Financial
Texas
$4K
WAG
711
Wiser Advisor Group
Arizona
$3.97K +$3.11K +214 New
RG
712
Retirement Group
California
$3.96K
GEA
713
Glen Eagle Advisors
New Jersey
$3.95K
SWM
714
Sugarloaf Wealth Management
Georgia
$3.89K
BCWM
715
Bartlett & Co Wealth Management
Ohio
$3.73K
AFG
716
Albion Financial Group
Utah
$3.71K
GCM
717
Gables Capital Management
Florida
$3.71K
RL
718
Rogco LP
Oklahoma
$3.71K
TCM
719
Tradewinds Capital Management
Washington
$3.71K
WTA
720
Washington Trust Advisors
Massachusetts
$3.71K
NFA
721
Northwest Financial Advisors
Virginia
$3.71K +$2.9K +200 New
AWM
722
Activest Wealth Management
Florida
$3.43K -$7.19K -495 -73%
Kayne Anderson Rudnick Investment Management
723
Kayne Anderson Rudnick Investment Management
California
$3.39K +$1.21K +83 +83%
FWM
724
Focused Wealth Management
New York
$3.15K -$1.47K -101 -37%
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$3.12K +$2.44K +168 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.