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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
URS
176
Utah Retirement Systems
Utah
$3.19M +$13.1K +900 +0.5%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$3.13M +$2M +137,765 +441%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$3M +$564K +38,848 +32%
KBC Group
179
KBC Group
Belgium
$2.96M +$519K +35,728 +29%
TAF
180
Tredje AP-fonden
Sweden
$2.96M -$98.2K -6,762 -4%
ECM
181
ExodusPoint Capital Management
New York
$2.94M +$2.3M +158,631 New
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.9M -$268K -18,481 -11%
X
183
Xponance
Pennsylvania
$2.87M +$295K +20,316 +15%
QCM
184
QRG Capital Management
Illinois
$2.79M +$2.18M +150,265 New
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$2.74M +$22.1K +1,521 +1%
SSI
186
Scott & Selber Inc
Texas
$2.69M +$708K +48,759 +51%
NYLIM
187
New York Life Investment Management
New York
$2.66M -$14.8K -1,020 -0.7%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$2.66M +$58.8K +4,053 +3%
PMEF
189
Point72 Middle East FZE
United Arab Emirates
$2.66M -$10M -692,075 -83%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$2.65M -$96.7K -6,659 -4%
Swedbank
191
Swedbank
Sweden
$2.63M +$2.06M +141,913 New
BPFA
192
Barnes Pettey Financial Advisors
Mississippi
$2.61M -$189K -13,016 -8%
YCM
193
Yousif Capital Management
Michigan
$2.61M -$235K -16,201 -10%
Wealthfront Advisers
194
Wealthfront Advisers
California
$2.58M -$1.11M -76,380 -35%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$2.53M -$77.7K -5,352 -4%
MOACM
196
Mutual of America Capital Management
New York
$2.5M -$89.1K -6,138 -4%
PRC
197
Pearl River Capital
Michigan
$2.44M -$134K -9,261 -7%
PHK
198
Point72 Hong Kong
Hong Kong
$2.44M +$1.91M +131,469 New
MSE
199
MUFG Securities EMEA
United Kingdom
$2.36M +$82.7K +5,695 +5%
AF
200
Ally Financial
Michigan
$2.32M

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.