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Carnival Corporation Ltd

609 hedge funds and large institutions have $19.2B invested in Carnival Corporation Ltd in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 228 increasing their positions, 226 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% more ownership

Funds ownership: 76.03%77.23% (+1.2%)

8% more call options, than puts

Call options by funds: $140M | Put options by funds: $130M

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

1% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 226

0% less funds holding

Funds holding: 612609 (-3)

18% less capital invested

Capital invested by funds: $23.3B → $19.2B (-$4.1B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

Holders
609
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
16.25%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
67
Increased
228
Reduced
226
Closed
64
Calls
$140M
Puts
$130M
Net Calls
+$10.7M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Suntrust Banks
Georgia
$1.7B -$218K -4,442 -0%
Northern Trust
2
Northern Trust
Illinois
$1.42B -$85.6M -1,746,294 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21B -$13.5M -275,325 -1%
Invesco
4
Invesco
Georgia
$1.11B +$870K +17,741 +0.1%
Primecap Management
5
Primecap Management
California
$978M -$18.6M -379,650 -2%
State Street
6
State Street
Massachusetts
$773M -$39.8M -810,768 -4%
BIT
7
BlackRock Institutional Trust
California
$537M +$6.43M +131,094 +1%
Capital International Investors
8
Capital International Investors
California
$522M -$16.4M -334,900 -3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$511M -$225M -4,590,467 -28%
Bank of America
10
Bank of America
North Carolina
$499M -$690K -14,072 -0.1%
O
11
OppenheimerFunds
New York
$415M +$10.6M +216,688 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$303M -$32.2M -655,888 -9%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$302M -$709K -14,456 -0.2%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$265M -$15M -305,200 -5%
LCOV
15
London Company of Virginia
Virginia
$255M +$12.8M +260,052 +5%
BFA
16
BlackRock Fund Advisors
California
$238M +$22M +448,868 +9%
JP Morgan Chase
17
JP Morgan Chase
New York
$221M -$24.7M -504,706 -9%
PIM
18
Platinum Investment Management
Australia
$220M -$23.6M -482,143 -9%
AQR Capital Management
19
AQR Capital Management
Connecticut
$197M -$21.5M -438,467 -9%
American Century Companies
20
American Century Companies
Missouri
$186M +$36.8M +750,017 +22%
Norges Bank
21
Norges Bank
Norway
$181M +$12.5M +255,435 +7%
Jennison Associates
22
Jennison Associates
New York
$171M -$2.11M -43,066 -1%
BG
23
BlackRock Group
United Kingdom
$171M +$7.52M +153,338 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$165M -$4.05M -82,568 -2%
EARNEST Partners
25
EARNEST Partners
Georgia
$155M -$37.1M -757,478 -18%

CCL Hedge Fund Activity: Q2 2016 in Review

609 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q2 2016, worth a combined $19.2B — down 18% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CCL positions and 64 closed out — a net gain of 3 holders — while 228 added to existing stakes and 226 trimmed.

The largest buyer was Ninety One (UK), adding an estimated $134M. The largest seller was Royal London Asset Management, cutting an estimated $255M.

  • 609 institutional investors held Carnival Corporation Ltd (CCL) as of Q2 2016, down from 612 in Q1 2016.
  • Funds reported $19.2B of Carnival Corporation Ltd stock for Q2 2016, down 18% quarter-over-quarter.
  • 67 funds opened new Carnival Corporation Ltd positions in Q2 2016 and 64 closed out, a net change of +3 holders.
  • The largest Carnival Corporation Ltd buyer in Q2 2016 was Ninety One (UK), an estimated $134M added.
  • The largest Carnival Corporation Ltd seller in Q2 2016 was Royal London Asset Management, an estimated $255M sold.

Based on aggregated 13F filings for Q2 2016.