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Carnival Corporation Ltd

820 hedge funds and large institutions have $25.8B invested in Carnival Corporation Ltd in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 277 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $283M | Put options by funds: $202M

18% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 277

11% more capital invested

Capital invested by funds: $23.2B → $25.8B (+$2.59B)

0.84% more ownership

Funds ownership: 75.99%76.83% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 96

1% less funds holding

Funds holding: 832820 (-12)

Holders
820
Holders Change
-12
Holders Change %
-1.44%
% of All Funds
18.75%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
92
Increased
328
Reduced
277
Closed
96
Calls
$283M
Puts
$202M
Net Calls
+$81.2M
Net Calls Change
+$99.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
726
First Personal Financial Services
North Carolina
$27K +$14.1K +233 +123%
WPA
727
West Paces Advisors
Georgia
$26.5K
FCB
728
First Command Bank
Texas
$26K
FCFS
729
First Command Financial Services
Texas
$26K
LYV
730
Live Your Vision
Pennsylvania
$26K
TWA
731
TCI Wealth Advisors
Arizona
$26K +$2.97K +49 +14%
DWM
732
Destination Wealth Management
California
$26K +$12.1K +200 +100%
AF
733
Advisornet Financial
Minnesota
$26K +$18.3K +301 +289%
CBT
734
Capital Bank & Trust
California
$24K -$20K -330 -46%
CHP
735
Cable Hill Partners
Oregon
$23K -$10.2K -168 -32%
AA
736
Ancora Advisors
Ohio
$23K +$21.7K +358 New
VFA
737
Valeo Financial Advisors
Indiana
$22K -$16K -264 -40%
HR
738
Howe & Rusling
New York
$22K +$5.16K +85 +32%
MWPCG
739
Measured Wealth Private Client Group
New Hampshire
$22K +$21.3K +351 New
TIM
740
Tortoise Investment Management
New York
$21K
TC
741
Truvestments Capital
Florida
$21K +$20.3K +335 New
VIA
742
Vantage Investment Advisors
Pennsylvania
$21K +$30.2K +498 +153%
KIG
743
Kessler Investment Group
Indiana
$19K
DAM
744
Delta Asset Management
Tennessee
$19K +$6.07K +100 +51%
TFO
745
Tarbox Family Office
California
$18K -$1.4K -23 -7%
PMFA
746
Plante Moran Financial Advisors
Michigan
$18K
WTC
747
WhitTier Trust Company
Nevada
$18K
RMAM
748
Raab & Moskowitz Asset Management
New Jersey
$18K +$17.9K +295 New
ME
749
McIlrath & Eck
Washington
$17K
NFG
750
Next Financial Group
Texas
$17K +$16.5K +272 New

CCL Hedge Fund Activity: Q3 2018 in Review

820 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q3 2018, worth a combined $25.8B — up 11% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CCL and 92 opened new positions — a net loss of 4 holders — while 277 trimmed existing stakes and 328 added.

The largest buyer was Capital World Investors, adding an estimated $496M. The largest seller was Capital International Investors, cutting an estimated $184M.

  • 820 institutional investors held Carnival Corporation Ltd (CCL) as of Q3 2018, down from 832 in Q2 2018.
  • Funds reported $25.8B of Carnival Corporation Ltd stock for Q3 2018, up 11% quarter-over-quarter.
  • 92 funds opened new Carnival Corporation Ltd positions in Q3 2018 and 96 closed out, a net change of -4 holders.
  • The largest Carnival Corporation Ltd buyer in Q3 2018 was Capital World Investors, an estimated $496M added.
  • The largest Carnival Corporation Ltd seller in Q3 2018 was Capital International Investors, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2018.