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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
M
776
MOTCO
Texas
$5K
OSNBOA
777
Old Second National Bank of Aurora
Illinois
$5K
QAM
778
QCI Asset Management
New York
$5K
RIA
779
RPG Investment Advisory
California
$5K
SFA
780
Semmax Financial Advisors
North Carolina
$5K
HI
781
Hudock Inc
Pennsylvania
$5K +$45 +1 +0.9%
IAS
782
IMA Advisory Services
Colorado
$5K +$45 +1 +1%
OAJ
783
Ogorek Anthony Joseph
New York
$5K +$45 +1 +0.9%
SWM
784
Selective Wealth Management
Virginia
$5K +$45 +1 +1%
AA
785
AlphaMark Advisors
Kentucky
$5K +$4.47K +100 New
CP
786
Corbenic Partners
Pennsylvania
$5K +$4.47K +100 New
DCM
787
Davidson Capital Management
Texas
$5K +$4.47K +100 New
HFS
788
HBC Financial Services
Washington
$5K +$4.47K +100 New
HWM
789
Howard Wealth Management
Connecticut
$5K +$4.47K +100 New
MWA
790
Moser Wealth Advisors
Washington
$5K +$4.47K +100 New
SC
791
Steph & Co
Wisconsin
$5K +$4.47K +100 New
HWM
792
HighMark Wealth Management
Minnesota
$5K +$5.18K +116 New
WQ
793
Wealth Quarterback
New Jersey
$4.87K +$4.24K +95 New
AWA
794
Arkadios Wealth Advisors
Georgia
$4.75K +$4.91K +110 New
RA
795
Rational Advisors
New York
$4K -$113K -2,521 -97%
NIM
796
NuWave Investment Management
New Jersey
$4K -$36.6K -820 -91%
PMFA
797
Plante Moran Financial Advisors
Michigan
$4K -$3.04K -68 -44%
LF
798
Lee Financial
Texas
$4K
KPW
799
Kore Private Wealth
New York
$4K +$3.22K +72 New
TL
800
TrueWealth LLC
Georgia
$3K -$6.66K -149 -70%

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.