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Carnival Corporation Ltd

813 hedge funds and large institutions have $27.2B invested in Carnival Corporation Ltd in 2017 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 306 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 55

14% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 269

8% more funds holding

Funds holding: 750813 (+63)

3% more capital invested

Capital invested by funds: $26.5B → $27.2B (+$687M)

0.05% less ownership

Funds ownership: 76.67%76.62% (-0.05%)

22% less call options, than puts

Call options by funds: $168M | Put options by funds: $216M

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
813
Holders Change
+63
Holders Change %
+8.4%
% of All Funds
18.44%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.2%
New
125
Increased
306
Reduced
269
Closed
55
Calls
$168M
Puts
$216M
Net Calls
-$48.2M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
776
Moisand Fitzgerald Tamayo
Florida
$7K
OSNBOA
777
Old Second National Bank of Aurora
Illinois
$7K
QAM
778
QCI Asset Management
New York
$7K
WA
779
WealthTrust-Arizona
Arizona
$7K
GWS
780
Glassman Wealth Services
Virginia
$7K +$596 +9 +9%
CFN
781
Cordasco Financial Network
Florida
$7K +$6.63K +100 New
EWM
782
Endurance Wealth Management
Rhode Island
$7K +$6.63K +100 New
MBT
783
Monroe Bank & Trust
Michigan
$7K +$6.63K +100 New
PGWM
784
Parisi Gray Wealth Management
New Jersey
$7K +$6.63K +100 New
SIS
785
Sound Income Strategies
Florida
$7K +$6.63K +100 New
MSA
786
Marino Stram & Associates
Massachusetts
$7K +$6.69K +101 New
AF
787
Advisornet Financial
Minnesota
$7K +$6.83K +103 New
THWM
788
Taylor Hoffman Wealth Management
Virginia
$7K +$6.83K +103 New
VCM
789
Virtue Capital Management
Tennessee
$7K +$6.96K +105 New
OIA
790
OneDigital Investment Advisors
Kansas
$7K +$7.49K +113 New
WEC
791
Winslow Evans & Crocker
Massachusetts
$6.64K
LWM
792
Lenox Wealth Management
Ohio
$6K
WAS
793
WESPAC Advisors SoCal
California
$6K
HI
794
Hudock Inc
Pennsylvania
$6K +$66 +1 +1%
OAJ
795
Ogorek Anthony Joseph
New York
$6K +$66 +1 +1%
CAC
796
Certified Advisory Corp
Florida
$6K +$6.63K +100 New
AWMS
797
Advocacy Wealth Management Services
Georgia
$5K
SPI
798
Santori & Peters Inc
Pennsylvania
$5K +$4.97K +75 New
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$4.97K -75 -53%
TL
800
TrueWealth LLC
Georgia
$4K +$4.37K +66 New

CCL Hedge Fund Activity: Q4 2017 in Review

813 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2017, worth a combined $27.2B — up 2.6% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new CCL positions and 55 closed out — a net gain of 70 holders — while 306 added to existing stakes and 269 trimmed.

The largest buyer was BlackRock, adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $449M.

  • 813 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $27.2B of Carnival Corporation Ltd stock for Q4 2017, up 2.6% quarter-over-quarter.
  • 125 funds opened new Carnival Corporation Ltd positions in Q4 2017 and 55 closed out, a net change of +70 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2017 was BlackRock, an estimated $160M added.
  • The largest Carnival Corporation Ltd seller in Q4 2017 was Bank of America, an estimated $449M sold.

Based on aggregated 13F filings for Q4 2017.