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CUK

Carnival PLC

Delisted

CUK was delisted on the 6th of May, 2026.

124 hedge funds and large institutions have $345M invested in Carnival PLC in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $274M → $345M (+$71.5M)

5% more funds holding

Funds holding: 118124 (+6)

0.57% more ownership

Funds ownership: 2.57%3.13% (+0.57%)

36% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 50

45% less call options, than puts

Call options by funds: $445K | Put options by funds: $802K

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
32
Reduced
50
Closed
21
Calls
$445K
Puts
$802K
Net Calls
-$357K
Net Calls Change
-$653K
Name Holding Trade Value Shares
Change
Change in
Stake
HGI
26
Hansberger Growth Investors
Wisconsin
$2.63M +$164K +3,293 +7%
Ameriprise
27
Ameriprise
Minnesota
$2.57M -$477K -9,574 -16%
SEI Investments
28
SEI Investments
Pennsylvania
$2.54M +$1.2K +24 +0%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.45M +$327K +6,572 +16%
Deutsche Bank
30
Deutsche Bank
Germany
$2.34M +$1.75M +35,188 +335%
DTL
31
Dynamic Technology Lab
Singapore
$2.27M +$1.88M +37,819 +573%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.89M -$112K -2,243 -6%
Morgan Stanley
33
Morgan Stanley
New York
$1.71M +$1.53M +30,776 +1,183%
Stifel Financial
34
Stifel Financial
Missouri
$1.67M -$547K -10,982 -25%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.66M +$1.62M +32,506 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$1.54M +$1.49M +30,000 New
CWM
37
CIBC World Markets
New York
$1.5M +$1.43M +28,776 New
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$1.34M +$922K +18,524 New
CAM
39
Capstone Asset Management
Texas
$1.21M -$8.96K -180 -0.8%
OFG
40
OTA Financial Group
New York
$844K +$277K +5,557 +51%
RJA
41
Raymond James & Associates
Florida
$789K -$145K -2,912 -16%
Comerica Bank
42
Comerica Bank
Texas
$711K -$155K -3,110 -19%
Truist Financial
43
Truist Financial
North Carolina
$702K -$120K -2,404 -15%
FA
44
FDx Advisors
Illinois
$695K -$132K -2,649 -16%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$692K -$3.09K -62 -0.5%
WAM
46
World Asset Management
Michigan
$680K -$58.9K -1,183 -8%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$663K +$13.6K +273 +2%
UBS Group
48
UBS Group
Switzerland
$600K -$3.32M -66,771 -85%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$496K -$101K -2,031 -17%
BCM
50
Basso Capital Management
Connecticut
$456K +$110K +2,200 +33%

CUK Hedge Fund Activity: Q4 2016 in Review

124 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Carnival PLC (CUK) for Q4 2016, worth a combined $345M — up 26% from $274M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CUK positions and 21 closed out — a net gain of 8 holders — while 32 added to existing stakes and 50 trimmed.

The largest buyer was State of Wisconsin Investment Board, adding an estimated $18.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $26.7M sold.

  • 124 institutional investors held Carnival PLC (CUK) as of Q4 2016, up from 118 in Q3 2016.
  • Funds reported $345M of Carnival PLC stock for Q4 2016, up 26% quarter-over-quarter.
  • 29 funds opened new Carnival PLC positions in Q4 2016 and 21 closed out, a net change of +8 holders.
  • The largest Carnival PLC buyer in Q4 2016 was State of Wisconsin Investment Board, an estimated $18.5M added.
  • The largest Carnival PLC seller in Q4 2016 was Arrowstreet Capital, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2016.