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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
ME
726
McIlrath & Eck
Washington
$3.1K
CA
727
Clearstead Advisors
Ohio
$3.06K +$2.4K +165 New
HFS
728
HBC Financial Services
Washington
$3K +$1.45K +100 +100%
FCG
729
Financial Connections Group
California
$3K +$2.9K +200 New
BFS
730
Burkett Financial Services
South Carolina
$2.9K +$2.27K +156 New
BWAM
731
Boyd Watterson Asset Management
Ohio
$2.87K
PO
732
Private Ocean
California
$2.78K +$2.18K +150 New
BBHC
733
Brown Brothers Harriman & Co
New York
$2.74K +$2.15K +148 New
PCWA
734
Pacific Capital Wealth Advisors
California
$2.6K +$2.03K +140 New
SHIM
735
Stone House Investment Management
Pennsylvania
$2.41K
WWM
736
Wolff Wiese Magana
California
$2.37K
TWD
737
True Wealth Design
Ohio
$2.26K
CTA
738
Colonial Trust Advisors
South Carolina
$2.17K
SIC
739
SJS Investment Consulting
Ohio
$2.13K -$87 -6 -5%
HFM
740
Hartford Financial Management
Connecticut
$2.11K
DCBT
741
Dakota Community Bank & Trust
North Dakota
$2.1K
DFA
742
DHJJ Financial Advisors
Illinois
$2.04K
GJIA
743
Glass Jacobson Investment Advisors
Maryland
$2.04K
FMTCOCP
744
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K -$1.45K -100 -50%
HBW
745
Hazlett, Burt & Watson
West Virginia
$2K
MFA
746
McClarren Financial Advisors
Pennsylvania
$2K
OAJ
747
Ogorek Anthony Joseph
New York
$2K
POIA
748
Pin Oak Investment Advisors
Texas
$2K
RDIA
749
RE Dickinson Investment Advisors
Iowa
$2K
DWMG
750
DB Wealth Management Group
California
$1.95K +$1.52K +105 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.