Carnival PLC
CUK was delisted on the 6th of May, 2026.
81 hedge funds and large institutions have $249M invested in Carnival PLC in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
7% more funds holding
Funds holding: 76 → 81 (+5)
4% more capital invested
Capital invested by funds: $239M → $249M (+$9.72M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.96% less ownership
Funds ownership: 20.61% → 18.65% (-2%)
15% less call options, than puts
Call options by funds: $985K | Put options by funds: $1.16M
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.53M |
| 2 |
JP Morgan Chase
New York
|
+$5.34M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$4.11M |
| 4 |
CU
CQS (US)
New York
|
+$3.96M |
| 5 |
Renaissance Technologies
New York
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$19.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$16.3M |
| 3 |
Millennium Management
New York
|
-$7.34M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.96M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$3.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
76
Plante Moran Financial Advisors
Southfield,
Michigan
| $467 | – | – | – |
|
|
JWA
77
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $316 | -$31 | -4 | -8% |
|
|
HI
78
Harbour Investments
Madison,
Wisconsin
| $165 | – | – | – |
|
|
SC
79
Schubert & Co
Mckinney,
Texas
| $108 | -$39 | -5 | -25% |
|
|
TWD
80
True Wealth Design
Akron,
Ohio
| $14 | +$15 | +2 | New |
|
|
CFM
81
Capricorn Fund Managers
London,
United Kingdom
| – | -$586K | -94,627 | Closed |
|
|
FTDI
82
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$136K | -22,011 | Closed |
|
|
QT
83
Quantamental Technologies
White Plains,
New York
| – | -$132K | -21,364 | Closed |
|
84
Ameriprise
Minneapolis,
Minnesota
| – | -$84K | -13,514 | Closed |
|
|
PA
85
Parallel Advisors
San Francisco,
California
| – | -$6K | -1,011 | Closed |
|
|
BBHC
86
Brown Brothers Harriman & Co
New York
| – | -$1K | -89 | Closed |
|
CUK Hedge Fund Activity: Q4 2022 in Review
81 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Carnival PLC (CUK) for Q4 2022, worth a combined $249M — up 4.1% from $239M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CUK positions and 6 closed out — a net gain of 7 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $5.53M. The largest seller was Janus Henderson Group, cutting an estimated $19.9M.
- 81 institutional investors held Carnival PLC (CUK) as of Q4 2022, up from 76 in Q3 2022.
- Funds reported $249M of Carnival PLC stock for Q4 2022, up 4.1% quarter-over-quarter.
- 13 funds opened new Carnival PLC positions in Q4 2022 and 6 closed out, a net change of +7 holders.
- The largest Carnival PLC buyer in Q4 2022 was Bank of America, an estimated $5.53M added.
- The largest Carnival PLC seller in Q4 2022 was Janus Henderson Group, an estimated $19.9M sold.
Based on aggregated 13F filings for Q4 2022.