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Carnival Corporation Ltd
CCL

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: 749 → 806 (+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: 8 → 7 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$291M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$151M
3
Man Group
Man Group
United Kingdom
+$81M
4
SCM
Steadfast Capital Management
New York
+$60.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$47.8M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$126M
2
Barclays
Barclays
United Kingdom
-$49.5M
3
Blackstone Inc
Blackstone Inc
New York
-$41.2M
4
CCM
Candlestick Capital Management
Connecticut
-$36.8M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$36.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
751
Arvest Investments
Arkansas
$1.89K +$1.48K +102 New
GCS
752
Gordian Capital (Singapore)
Singapore
$1.87K -$5.81K -400 -80%
APC
753
Aspire Private Capital
North Carolina
$1.85K – – –
BSB
754
Bangor Savings Bank
Maine
$1.85K – – –
CSWM
755
Cassady Schiller Wealth Management
Ohio
$1.85K – – –
CNBTD
756
Citizens National Bank Trust Department
Mississippi
$1.85K – – –
CB
757
CNB Bank
Pennsylvania
$1.85K – – –
DJSG
758
D.J. St. Germain
Massachusetts
$1.85K – – –
FPF
759
First Pacific Financial
Washington
$1.85K – – –
GGI
760
Godsey & Gibb Inc
Virginia
$1.85K – – –
HWA
761
Heritage Wealth Advisors
Virginia
$1.85K – – –
HWM
762
Horizons Wealth Management
North Carolina
$1.85K – – –
JFG
763
JDM Financial Group
Texas
$1.85K – – –
LIA
764
Luken Investment Analytics
Tennessee
$1.85K – – –
MFC
765
Mechanics Financial Corp
Ohio
$1.85K – – –
M
766
MOTCO
Texas
$1.85K – – –
OSNBOA
767
Old Second National Bank of Aurora
Illinois
$1.85K – – –
RA
768
Rise Advisors
New York
$1.85K – – –
RF
769
Robbins Farley
New Hampshire
$1.85K – – –
RWM
770
Ruedi Wealth Management
Illinois
$1.85K – – –
SC
771
Steph & Co
Wisconsin
$1.85K – – –
TFG
772
Team Financial Group
California
$1.85K – – –
TIM
773
Tortoise Investment Management
New York
$1.85K – – –
WT
774
Washington Trust
Rhode Island
$1.85K – – –
WIM
775
Westside Investment Management
California
$1.85K – – –
29 30
31
32 33

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.