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CUK

Carnival PLC

Delisted

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

122 hedge funds and large institutions have $447M invested in Carnival PLC in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $345M → $447M (+$102M)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.48% more ownership

Funds ownership: 3.13%3.61% (+0.48%)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

2% less funds holding

Funds holding: 124122 (-2)

12% less call options, than puts

Call options by funds: $349K | Put options by funds: $396K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
25
Increased
39
Reduced
39
Closed
24
Calls
$349K
Puts
$396K
Net Calls
-$47K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$22K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$19K +$4.44K +81 +34%
CFG
103
Citizens Financial Group
Rhode Island
$15K -$5.43K -99 -28%
Bessemer Group
104
Bessemer Group
New Jersey
$15K -$4.44K -81 -24%
IA
105
IFP Advisors
Florida
$12K +$3.73K +68 +49%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$11K -$15.5K -283 -60%
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$10K +$5.81K +106 +180%
FMII
108
Farmers & Merchants Investments Inc
Nebraska
$9K +$8.66K +158 New
Creative Planning
109
Creative Planning
Kansas
$6K
WA
110
Winfield Associates
Ohio
$6K
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.79K +$5.48K +100 New
JP Morgan Chase
112
JP Morgan Chase
New York
$5K
LIA
113
LS Investment Advisors
Michigan
$5K
PCP
114
Proficio Capital Partners
Massachusetts
$5K +$4.77K +87 New
ZB
115
Zions Bancorporation
Utah
$4K -$8.94K -163 -72%
BTIS
116
BB&T Investment Services
North Carolina
$4K +$3.67K +67 New
GT
117
Glenmede Trust
Pennsylvania
$3K
HR
118
Howe & Rusling
New York
$3K
WT
119
Whittier Trust
California
$3K +$2.41K +44 New
EA
120
Edge Advisors
Georgia
$2K
ASN
121
Advisory Services Network
Georgia
$2K +$2.14K +39 New
Walleye Trading
122
Walleye Trading
New York
$22 -$127K -2,317 -86%
Marshall Wace
123
Marshall Wace
United Kingdom
-$8.91M -174,040 Closed
Renaissance Technologies
124
Renaissance Technologies
New York
-$4.51M -88,100 Closed
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
-$2.45M -47,951 Closed

CUK Hedge Fund Activity: Q1 2017 in Review

122 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Carnival PLC (CUK) for Q1 2017, worth a combined $447M — up 30% from $345M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CUK positions and 24 closed out — a net gain of 1 holder — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Aperio Group, adding an estimated $33.6M. The largest seller was Marshall Wace, exiting entirely with an estimated $8.91M sold.

  • 122 institutional investors held Carnival PLC (CUK) as of Q1 2017, down from 124 in Q4 2016.
  • Funds reported $447M of Carnival PLC stock for Q1 2017, up 30% quarter-over-quarter.
  • 25 funds opened new Carnival PLC positions in Q1 2017 and 24 closed out, a net change of +1 holder.
  • The largest Carnival PLC buyer in Q1 2017 was Aperio Group, an estimated $33.6M added.
  • The largest Carnival PLC seller in Q1 2017 was Marshall Wace, an estimated $8.91M sold.

Based on aggregated 13F filings for Q1 2017.