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Carnival Corporation Ltd

751 hedge funds and large institutions have $26.5B invested in Carnival Corporation Ltd in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 269 increasing their positions, 286 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

4% more funds holding

Funds holding: 725751 (+26)

3% less capital invested

Capital invested by funds: $27.5B → $26.5B (-$930M)

6% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 286

1.48% less ownership

Funds ownership: 78.15%76.67% (-1.5%)

18% less call options, than puts

Call options by funds: $166M | Put options by funds: $204M

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
751
Holders Change
+26
Holders Change %
+3.59%
% of All Funds
18.67%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.35%
New
86
Increased
269
Reduced
286
Closed
53
Calls
$166M
Puts
$204M
Net Calls
-$37.4M
Net Calls Change
+$32.3M

CCL Hedge Fund Activity: Q3 2017 in Review

751 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q3 2017, worth a combined $26.5B — down 3.4% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 53 closed out — a net gain of 33 holders — while 269 added to existing stakes and 286 trimmed.

The largest buyer was Bank of America, adding an estimated $521M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $371M.

  • 751 institutional investors held Carnival Corporation Ltd (CCL) as of Q3 2017, up from 725 in Q2 2017.
  • Funds reported $26.5B of Carnival Corporation Ltd stock for Q3 2017, down 3.4% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q3 2017 and 53 closed out, a net change of +33 holders.
  • The largest Carnival Corporation Ltd buyer in Q3 2017 was Bank of America, an estimated $521M added.
  • The largest Carnival Corporation Ltd seller in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $371M sold.

Based on aggregated 13F filings for Q3 2017.