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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
RJFSA
126
Raymond James Financial Services Advisors
Florida
$6.85M -$2.64M -181,701 -33%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$6.66M +$1.48M +102,006 +40%
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$6.55M +$4.5M +309,868 +714%
JCA
129
Jade Capital Advisors
New Jersey
$6.49M +$5.08M +350,000 New
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$6.39M +$324K +22,328 +7%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$6.08M -$172K -11,819 -3%
PI
132
PineBridge Investments
New York
$6.02M +$4.71M +324,739 New
Osaic Holdings
133
Osaic Holdings
Arizona
$5.82M -$1.54M -106,363 -25%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$5.8M -$650K -44,764 -13%
SG Americas Securities
135
SG Americas Securities
New York
$5.75M +$3.49M +240,525 +346%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$5.74M +$2.89M +198,824 +179%
Victory Capital Management
137
Victory Capital Management
Texas
$5.72M -$6.26K -431 -0.1%
PCM
138
Penserra Capital Management
California
$5.62M +$1.88M +129,252 +74%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$5.41M +$3.63M +250,333 +607%
IAM
140
Infusive Asset Management
New York
$5.39M +$4.22M +290,737 New
Nomura Asset Management
141
Nomura Asset Management
Japan
$5.22M +$242K +16,637 +6%
ASRS
142
Arizona State Retirement System
Arizona
$5.13M +$30.2K +2,080 +0.8%
SOMRS
143
State of Michigan Retirement System
Michigan
$5.11M -$4.36K -300 -0.1%
AIG
144
American International Group
New York
$5.05M +$90K +6,201 +2%
UIM
145
USS Investment Management
United Kingdom
$5.02M
MIM
146
MetLife Investment Management
New Jersey
$4.53M -$66.5K -4,581 -2%
AB
147
Amalgamated Bank
New York
$4.51M -$143K -9,836 -4%
HPG
148
Harvest Portfolios Group
Ontario, Canada
$4.33M -$390K -26,875 -10%
SLAM
149
Swiss Life Asset Management
$4.17M -$428K -29,490 -12%
PI
150
PEAK6 Investments
Illinois
$4.15M -$556K -38,302 -15%

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.