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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
CA
751
CXI Advisors
Indiana
$7K +$5.9K +132 New
WAM
752
Wolverine Asset Management
Illinois
$7K +$6.7K +150 New
AIA
753
Arcadia Investment Advisors
Idaho
$6.37K
BCA
754
Berman Capital Advisors
Georgia
$6K -$8.09K -181 -57%
CFG
755
Citizens Financial Group
Rhode Island
$6K -$1.03K -23 -17%
WEC
756
Winslow Evans & Crocker
Massachusetts
$6K
BWM
757
Baystate Wealth Management
Massachusetts
$6K +$45 +1 +0.8%
IUHSA
758
Itau Unibanco Holding S.A.
Brazil
$6K +$5.27K +118 New
DZ Bank
759
DZ Bank
Germany
$5.15K
BCWM
760
Bartlett & Co Wealth Management
Ohio
$5.08K -$425K -9,505 -99%
FP
761
Financial Perspectives
Minnesota
$5.08K +$4.47K +100 New
TRCT
762
Tower Research Capital (TRC)
New York
$5K -$1.51M -33,833 -100%
CFD
763
Creative Financial Designs
Indiana
$5K -$4.47K -100 -50%
CFN
764
Cordasco Financial Network
Florida
$5K
EWM
765
Endurance Wealth Management
Rhode Island
$5K
FMTCOCP
766
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
FANJ
767
Financial Architects (New Jersey)
New Jersey
$5K
First Manhattan
768
First Manhattan
New York
$5K
HGWM
769
Harvest Group Wealth Management
Massachusetts
$5K
HPC
770
HM Payson & Co
Maine
$5K
HI
771
Human Investing
Oregon
$5K
IFAM
772
Institutional & Family Asset Management
Colorado
$5K
IF
773
Ironwood Financial
Arizona
$5K
JWA
774
JFS Wealth Advisors
Pennsylvania
$5K
MFT
775
Moisand Fitzgerald Tamayo
Florida
$5K

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.