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Carnival Corporation Ltd

806 hedge funds and large institutions have $13.7B invested in Carnival Corporation Ltd in 2021 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 345 increasing their positions, 181 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 181

61% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 88

28% more capital invested

Capital invested by funds: $10.7B → $13.7B (+$3B)

26% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.47B

6% more funds holding

Funds holding: 760806 (+46)

10.15% less ownership

Funds ownership: 63.29%53.13% (-10%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
806
Holders Change
+46
Holders Change %
+6.05%
% of All Funds
14.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
142
Increased
345
Reduced
181
Closed
88
Calls
$1.85B
Puts
$1.47B
Net Calls
+$386M
Net Calls Change
-$91.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
751
CBIZ Investment Advisory Services
Ohio
$3K
CPFP
752
Clear Perspectives Financial Planning
Ohio
$3K
CA
753
Clearstead Advisors
Ohio
$3K
EWM
754
Endurance Wealth Management
Rhode Island
$3K
FHA
755
First Horizon Advisors
Tennessee
$3K
IF
756
Ironwood Financial
Arizona
$3K
JWBC
757
John W. Brooker & Co
California
$3K
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$3K
MWC
759
MBM Wealth Consultants
Missouri
$3K
MWA
760
Moser Wealth Advisors
Washington
$3K
OSNBOA
761
Old Second National Bank of Aurora
Illinois
$3K
OIA
762
Optimum Investment Advisors
Illinois
$3K
RCC
763
Red Cedar Capital
Nebraska
$3K
RF
764
Robbins Farley
New Hampshire
$3K
SPWG
765
Sage Private Wealth Group
Illinois
$3K
SBL
766
Sargent Bickham Lagudis
Colorado
$3K
SNT
767
Security National Trust
West Virginia
$3K
SFA
768
Semmax Financial Advisors
North Carolina
$3K
SSC
769
Syverson Strege & Co
Iowa
$3K
TIM
770
Tortoise Investment Management
New York
$3K
YAL
771
Your Advocates Ltd
Texas
$3K
MPWT
772
MassMutual Private Wealth & Trust
Connecticut
$3K +$590 +25 +25%
KFP
773
KB Financial Partners
New Jersey
$3K +$2.64K +112 New
GEA
774
Glen Eagle Advisors
New Jersey
$2.87K +$189 +8 +8%
KFS
775
Kelly Financial Services
Massachusetts
$2.76K

CCL Hedge Fund Activity: Q1 2021 in Review

806 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2021, worth a combined $13.7B — up 28% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CCL positions and 88 closed out — a net gain of 54 holders — while 345 added to existing stakes and 181 trimmed.

The largest buyer was Vanguard Group, adding an estimated $502M. The largest seller was D.E. Shaw & Co, cutting an estimated $302M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2021, up from 760 in Q4 2020.
  • Funds reported $13.7B of Carnival Corporation Ltd stock for Q1 2021, up 28% quarter-over-quarter.
  • 142 funds opened new Carnival Corporation Ltd positions in Q1 2021 and 88 closed out, a net change of +54 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2021 was Vanguard Group, an estimated $502M added.
  • The largest Carnival Corporation Ltd seller in Q1 2021 was D.E. Shaw & Co, an estimated $302M sold.

Based on aggregated 13F filings for Q1 2021.