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Carnival Corporation Ltd

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: 749806 (+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: 87 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$10.2M -$445K -30,640 -5%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$10.1M +$1.35M +93,094 +21%
BBVA
103
Banco Bilbao Vizcaya Argentaria
Spain
$9.92M -$1.12M -77,054 -13%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$9.62M +$1.95M +134,251 +35%
Pictet Asset Management
105
Pictet Asset Management
Switzerland
$9.41M +$1.16M +79,862 +19%
Wells Fargo
106
Wells Fargo
California
$9.27M -$1.79M -123,308 -20%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$8.98M -$1.98M -136,728 -21%
SAM
108
Storebrand Asset Management
Norway
$8.84M +$360K +24,804 +5%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$8.58M -$248K -17,058 -4%
ACM
110
Aquatic Capital Management
Illinois
$8.57M -$12.1M -835,900 -64%
RJA
111
Raymond James & Associates
Florida
$8.52M +$965K +66,471 +17%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$8.49M +$467K +32,183 +8%
GS
113
GTS Securities
New York
$8.33M -$2.21M -152,545 -25%
CM
114
Churchill Management
California
$8.3M +$104K +7,186 +2%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$8.18M -$120K -8,250 -2%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$7.99M +$203K +13,969 +3%
CC
117
Criteria Caixa
Spain
$7.95M
Aberdeen Group
118
Aberdeen Group
United Kingdom
$7.73M +$2.5M +172,185 +70%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.72M +$165K +11,376 +3%
Creative Planning
120
Creative Planning
Kansas
$7.69M +$462K +31,810 +8%
Canada Life
121
Canada Life
Manitoba, Canada
$7.61M +$102K +7,050 +2%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$7.5M -$4.26M -293,600 -42%
APW
123
Axim Planning & Wealth
Ohio
$7.36M -$635K -43,750 -10%
Asset Management One
124
Asset Management One
Japan
$7.35M -$269K -18,505 -4%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$6.94M +$3.23M +222,500 +147%

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.