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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
AG
1
Aperio Group
California
$58.2M +$33.6M +612,879 +156%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$55.3M +$17.2M +313,589 +49%
Goldman Sachs
3
Goldman Sachs
New York
$45.1M +$19M +347,011 +80%
Northern Trust
4
Northern Trust
Illinois
$26.5M -$366K -6,677 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$19.3M -$2.37M -43,190 -11%
PPA
6
Parametric Portfolio Associates
Washington
$19.3M +$915K +16,696 +5%
TAM
7
Todd Asset Management
Kentucky
$18.4M -$3.39M -61,787 -16%
CCM
8
Causeway Capital Management
California
$16.9M +$239K +4,363 +2%
RG
9
Renaissance Group
Kentucky
$14.5M +$75.5K +1,377 +0.6%
Bank of America
10
Bank of America
North Carolina
$13.2M +$98.3K +1,794 +0.8%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$12.4M -$3.33M -60,780 -22%
AIMCA
12
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.4M +$2.12M +38,600 +22%
Public Sector Pension Investment Board (PSP Investments)
13
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.6M +$11M +200,000 New
Wells Fargo
14
Wells Fargo
California
$10.8M -$415K -7,574 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$10.7M -$3.6M -65,625 -26%
MS
16
Maven Securities
Jersey
$8.62M -$4.8M -87,500 -37%
MWNA
17
Marshall Wace North America
New York
$5.81M +$5.49M +100,169 New
CAM
18
Capstone Asset Management
Texas
$5.32M +$3.74M +68,253 +289%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.22M +$1.13M +20,600 +30%
ICM
20
Ionic Capital Management
New York
$5.22M -$134K -2,437 -3%
ClearBridge Investments
21
ClearBridge Investments
New York
$4.4M +$3.34K +61 +0.1%
Allianz Asset Management
22
Allianz Asset Management
Germany
$4.33M -$2.96M -54,005 -42%
CRC
23
Curi RMB Capital
Illinois
$4.1M -$3.39M -61,880 -47%
Two Sigma Investments
24
Two Sigma Investments
New York
$3.58M -$3.2M -58,441 -49%
Morgan Stanley
25
Morgan Stanley
New York
$3.28M +$1.28M +23,276 +70%

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.