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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
AEPWM
776
Atlantic Edge Private Wealth Management
Florida
$1.85K +$1.45K +100 New
BWM
777
BKM Wealth Management
Wisconsin
$1.85K +$1.45K +100 New
CPA
778
Clear Point Advisors
New York
$1.85K +$1.45K +100 New
DCM
779
Davidson Capital Management
Texas
$1.85K +$1.45K +100 New
TWP
780
TFO Wealth Partners
Ohio
$1.85K +$1.45K +100 New
TCG
781
Transcendent Capital Group
Oklahoma
$1.85K +$1.45K +100 New
WBC
782
West Branch Capital
Massachusetts
$1.85K +$1.45K +100 New
FFC
783
First Financial Corp
Indiana
$1.85K – – –
PWA
784
Provenance Wealth Advisors
Florida
$1.8K – – –
SFA
785
Semmax Financial Advisors
North Carolina
$1.51K – – –
CSC
786
Caldwell Sutter Capital
California
$1.47K – – –
IHWM
787
Iron Horse Wealth Management
Iowa
$1.43K – – –
SL
788
Salomon & Ludwin
Virginia
$1.37K – – –
PK
789
Pflug Koory
Nebraska
$1.23K – – –
DF
790
Dunhill Financial
United Kingdom
$1.21K +$944 +65 New
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.11K – – –
TCA
792
Trifecta Capital Advisors
Illinois
$1.08K +$842 +58 New
RCM
793
Raleigh Capital Management
North Carolina
$1.02K +$798 +55 New
LIWM
794
Long Island Wealth Management
New York
$1K +$566 +39 New
BHWM
795
Beaird Harris Wealth Management
Texas
$927 – – –
CIR
796
Clear Investment Research
Georgia
$593 +$319 +22 +220%
BIA
797
Bell Investment Advisors
California
$501 -$15 -1 -4%
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$483 +$377 +26 New
NBT
799
Northwest Bank & Trust
Iowa
$444 +$348 +24 New
SIS
800
Strategic Investment Solutions
Illinois
$371 +$290 +20 New
30 31
32
33 34

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.