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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
FWM
726
Filbrandt Wealth Management
Wisconsin
$11K +$10.2K +228 New
GFPC
727
Global Financial Private Client
Florida
$10.2K +$8.93K +200 New
BHWM
728
Bay Harbor Wealth Management
Maryland
$10K
DOA
729
D'Orazio & Associates
Virginia
$10K
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$10K
GCM
731
Gables Capital Management
Florida
$10K
JFA
732
JNBA Financial Advisors
Minnesota
$10K
KIG
733
Kessler Investment Group
Indiana
$10K
NSB
734
Norway Savings Bank
Maine
$10K
SSB
735
Sandy Spring Bank
Maryland
$10K
TFGT
736
TS Financial Group (TSFG)
Illinois
$10K
MAM
737
Meeder Asset Management
Ohio
$10K +$581 +13 +7%
ACM
738
Anfield Capital Management
California
$10K +$8.93K +200 New
TFA
739
Tobias Financial Advisors
Florida
$10K +$8.93K +200 New
TPWA
740
TRUE Private Wealth Advisors
Oregon
$10K +$8.93K +200 New
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$10K +$8.93K +200 New
ST
742
Smithfield Trust
Pennsylvania
$9K
WCG
743
Weaver Consulting Group
California
$9K
SBL
744
Sargent Bickham Lagudis
Colorado
$9K +$2.77K +62 +51%
CBT
745
Central Bank & Trust
Kentucky
$8K
IWP
746
IAG Wealth Partners
Wisconsin
$8K +$6.21K +139 New
TCWM
747
Total Clarity Wealth Management
Illinois
$8K +$6.7K +150 New
EFSCE
748
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$223 -5 -4%
GWS
749
Glassman Wealth Services
Virginia
$7K +$89 +2 +2%
ZB
750
Zions Bancorporation
Utah
$7K +$2.41K +54 +69%

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.