We are live on ! Find out more
CCL icon

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
HFS
776
HBC Financial Services
Washington
$2.73K +$2.36K +100 New
BCWM
777
Bartlett & Co Wealth Management
Ohio
$2.65K
1IA
778
1834 Investment Advisors
Wisconsin
$2K
FFC
779
Fure Financial Corporation
Minnesota
$2K
LWANC
780
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
M1FG
781
Mach-1 Financial Group
Arkansas
$2K
MLFP
782
MPS Loria Financial Planners
Illinois
$2K
OAJ
783
Ogorek Anthony Joseph
New York
$2K
OCM
784
Orion Capital Management
California
$2K
SAI
785
Systematic Alpha Investments
New Jersey
$2K
ME
786
McIlrath & Eck
Washington
$2K +$377 +16 +24%
HI
787
Hoey Investments
Pennsylvania
$2K +$1.98K +84 New
VBCG
788
Valley Brook Capital Group
Pennsylvania
$2K +$2.6K +110 New
WWM
789
Wolff Wiese Magana
California
$1K -$1.53K -65 -75%
AssetMark Inc
790
AssetMark Inc
California
$1K -$307 -13 -25%
PFA
791
Professional Financial Advisors
Nebraska
$1K +$590 +25 +250%
EWM
792
Edge Wealth Management
New York
$1K +$1.18K +50 New
HPC
793
HM Payson & Co
Maine
$1K +$1.18K +50 New
CWP
794
Concord Wealth Partners
Virginia
$1K +$1.2K +51 New
SFO
795
Standard Family Office
South Dakota
$1K +$1.25K +53 New
Nisa Investment Advisors
796
Nisa Investment Advisors
Missouri
$470 -$54.3K -2,300 -12%
SWM
797
Sugarloaf Wealth Management
Georgia
$43 +$2.55K +108 +7%
BBHC
798
Brown Brothers Harriman & Co
New York
$9 -$3.14K -133 -27%
WIM
799
Westside Investment Management
California
$2 -$2.36K -100 -50%
Capital International Investors
800
Capital International Investors
California
-$67.6M -3,121,961 Closed

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.