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Carnival Corporation Ltd
CCL

781 hedge funds and large institutions have $10.5B invested in Carnival Corporation Ltd in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 241 increasing their positions, 239 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 111

2% more funds holding

Funds holding: 764 → 781 (+17)

1% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 239

0.18% more ownership

Funds ownership: 53.37% → 53.55% (+0.18%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

19% less capital invested

Capital invested by funds: $13B → $10.5B (-$2.52B)

26% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.24B

Holders
781
Holders Change
+17
Holders Change %
+2.23%
% of All Funds
12.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.15%
New
139
Increased
241
Reduced
239
Closed
111
Calls
$1.66B
Puts
$2.24B
Net Calls
-$582M
Net Calls Change
-$141M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
2
Two Sigma Investments
Two Sigma Investments
New York
+$88.6M
3
CCM
Candlestick Capital Management
Connecticut
+$78.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$66.4M
5
Goldman Sachs
Goldman Sachs
New York
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
MIHAS
Maj Invest Holding A/S
Denmark
-$105M
2
UBS Group
UBS Group
Switzerland
-$79.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$61.6M
4
Morgan Stanley
Morgan Stanley
New York
-$42.6M
5
Bank of America
Bank of America
North Carolina
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
726
Moser Wealth Advisors
Washington
$2K – – –
M
727
MOTCO
Texas
$2K – – –
OAJ
728
Ogorek Anthony Joseph
New York
$2K – – –
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$2K – – –
PFA
730
Professional Financial Advisors
Nebraska
$2K – – –
RCC
731
Red Cedar Capital
Nebraska
$2K – – –
RF
732
Robbins Farley
New Hampshire
$2K – – –
SPWG
733
Sage Private Wealth Group
Illinois
$2K – – –
SBL
734
Sargent Bickham Lagudis
Colorado
$2K – – –
SFA
735
Semmax Financial Advisors
North Carolina
$2K – – –
SSC
736
Syverson Strege & Co
Iowa
$2K – – –
TIM
737
Tortoise Investment Management
New York
$2K – – –
TCWM
738
Total Clarity Wealth Management
Illinois
$2K – – –
FCA
739
FinTrust Capital Advisors
South Carolina
$2K +$107 +5 +5%
Bank Julius Baer & Co
740
Bank Julius Baer & Co
Switzerland
$2K +$299 +14 +16%
AssetMark Inc
741
AssetMark Inc
California
$2K +$2.14K +100 New
BAM
742
Bellevue Asset Management
Washington
$2K +$2.14K +100 New
FFC
743
First Financial Corp
Indiana
$2K +$2.14K +100 New
MFC
744
Mechanics Financial Corp
Ohio
$2K +$2.14K +100 New
RK
745
Rather & Kittrell
Tennessee
$2K +$2.14K +100 New
RIA
746
Richwood Investment Advisors
Ohio
$2K +$2.14K +100 New
SFG
747
Steward Financial Group
Texas
$2K +$2.14K +100 New
M1FG
748
Mach-1 Financial Group
Arkansas
$2K +$2.2K +103 New
DI
749
Disciplined Investments
Oklahoma
$2K +$2.25K +105 New
KFP
750
KB Financial Partners
New Jersey
$2K +$2.4K +112 New
28 29
30
31 32

CCL Hedge Fund Activity: Q4 2021 in Review

781 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2021, worth a combined $10.5B — down 19% from $13B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new CCL positions and 111 closed out — a net gain of 28 holders — while 241 added to existing stakes and 239 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $128M. The largest seller was Maj Invest Holding A/S, cutting an estimated $105M.

  • 781 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2021, up from 764 in Q3 2021.
  • Funds reported $10.5B of Carnival Corporation Ltd stock for Q4 2021, down 19% quarter-over-quarter.
  • 139 funds opened new Carnival Corporation Ltd positions in Q4 2021 and 111 closed out, a net change of +28 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2021 was Bank of Montreal, an estimated $128M added.
  • The largest Carnival Corporation Ltd seller in Q4 2021 was Maj Invest Holding A/S, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2021.