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Carnival Corporation Ltd

709 hedge funds and large institutions have $5.81B invested in Carnival Corporation Ltd in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 197

22% more capital invested

Capital invested by funds: $4.75B → $5.81B (+$1.06B)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% less funds holding

Funds holding: 715709 (-6)

2.09% less ownership

Funds ownership: 53.25%51.16% (-2.1%)

62% less call options, than puts

Call options by funds: $480M | Put options by funds: $1.26B

Holders
709
Holders Change
-6
Holders Change %
-0.84%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
86
Increased
255
Reduced
197
Closed
72
Calls
$480M
Puts
$1.26B
Net Calls
-$776M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Accurate Wealth Management
Florida
-$26.4K -2,724 Closed
GPI
752
General Partner Inc
Pennsylvania
-$18.5K -2,300 Closed
SC
753
Sierra Capital
Florida
-$18K -2,253 Closed
RBC
754
Romano Brothers & Co
Illinois
-$8.87K -1,100 Closed
AF
755
Affiance Financial
Minnesota
-$6.45K -800 Closed
CT
756
Caldwell Trust
Florida
-$5.96K -740 Closed
MWM
757
MinichMacGregor Wealth Management
New York
-$5.64K -700 Closed
ZIG
758
Zullo Investment Group
Pennsylvania
-$5.64K -700 Closed
PWS
759
Paragon Wealth Strategies
Florida
-$4.35K -540 Closed
CAS
760
Coppell Advisory Solutions
Texas
-$3.83K -475 Closed
CASC
761
Coppell Advisory Solutions Corp
Texas
-$3.83K -475 Closed
DWP
762
Destiny Wealth Partners
Florida
-$2.43K -301 Closed
BWP
763
Baldwin Wealth Partners
Massachusetts
-$2.42K -300 Closed
FA
764
Fiduciary Alliance
South Carolina
-$2.42K -300 Closed
IFA
765
Interactive Financial Advisors
Illinois
-$2.42K -300 Closed
TH
766
TCTC Holdings
Texas
-$1.81K -225 Closed
NSB
767
Norway Savings Bank
Maine
-$1.61K -200 Closed
Jones Financial Companies
768
Jones Financial Companies
Missouri
-$1K -112 Closed
EE
769
EWG Elevate
California
-$806 -100 Closed
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$806 -100 Closed
WI
771
WJ Interests
Texas
-$806 -100 Closed
MPCL
772
My Personal CFO LLC
Washington
-$774 -96 Closed
BIA
773
Bell Investment Advisors
California
-$661 -82 Closed
TFA
774
Transamerica Financial Advisors
Florida
-$1K -50 Closed
AA
775
Addison Advisors
Vermont
-$169 -21 Closed

CCL Hedge Fund Activity: Q1 2023 in Review

709 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2023, worth a combined $5.81B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 72 closed out — a net gain of 14 holders — while 255 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.4M. The largest seller was Truist Financial, cutting an estimated $379M.

  • 709 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2023, down from 715 in Q4 2022.
  • Funds reported $5.81B of Carnival Corporation Ltd stock for Q1 2023, up 22% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q1 2023 and 72 closed out, a net change of +14 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2023 was Citadel Advisors, an estimated $73.4M added.
  • The largest Carnival Corporation Ltd seller in Q1 2023 was Truist Financial, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.