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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
ARTA
151
A.R.T. Advisors
New York
$8.81M +$7.74M +173,309 New
VOYA Investment Management
152
VOYA Investment Management
Georgia
$8.76M +$478K +10,708 +7%
PSP
153
Principal Street Partners
Tennessee
$8.7M +$7.64M +171,116 New
ERIM
154
Eagle Ridge Investment Management
Connecticut
$8.59M -$186K -4,156 -2%
Nordea Investment Management
155
Nordea Investment Management
Sweden
$8.52M -$1.8M -40,286 -19%
Citadel Advisors
156
Citadel Advisors
Florida
$8.18M -$21M -471,009 -75%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$7.84M
GC
158
Guggenheim Capital
Illinois
$7.77M +$1.61M +36,048 +31%
Franklin Resources
159
Franklin Resources
California
$7.66M -$54.1M -1,211,276 -89%
ASRS
160
Arizona State Retirement System
Arizona
$7.6M -$56K -1,253 -0.8%
SOADOR
161
State of Alaska Department of Revenue
Alaska
$7.53M -$555K -12,419 -8%
ACI
162
AMP Capital Investors
Australia
$7.32M +$1.01M +22,597 +19%
Macquarie Group
163
Macquarie Group
Australia
$7.19M +$2.14M +47,807 +51%
FCI
164
Financial Counselors Inc
Kansas
$7.18M -$1.69M -37,800 -21%
TBC
165
Tweedy, Browne Co
Connecticut
$7.14M
EFIC
166
Eliot Finkel Investment Counsel
California
$7.14M +$6.27M +140,430 New
Aviva
167
Aviva
United Kingdom
$7.11M -$10.9K -243 -0.2%
MAM
168
Martingale Asset Management
Massachusetts
$7M -$5.83M -130,515 -49%
AIG
169
American International Group
New York
$6.95M -$11.3M -252,946 -65%
USAA
170
United Services Automobile Association
Texas
$6.85M
CCMD
171
Cypress Capital Management (Delaware)
Delaware
$6.75M -$2.96M -66,175 -33%
SC
172
Sepio Capital
Utah
$6.74M -$238K -5,335 -4%
AG
173
Aperio Group
California
$6.69M -$1.21M -27,092 -17%
PLFAM
174
Pineno Levin & Ford Asset Management
Virginia
$6.47M +$1.8M +40,330 +46%
ELI
175
Empire Life Investments
Ontario, Canada
$6.45M +$444K +9,928 +8%

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.