Norwegian Cruise Line
NCLH
428 hedge funds and large institutions have $12B invested in Norwegian Cruise Line in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 149 increasing their positions, 166 reducing their positions, and 49 closing their positions.
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
22% more capital invested
Capital invested by funds: $9.9B → $12B (+$2.14B)
20% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 49
1.44% more ownership
Funds ownership: 93.26% → 94.7% (+1.4%)
1% more funds holding
Funds holding: 422 → 428 (+6)
10% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 166
19% less call options, than puts
Call options by funds: $72.9M | Put options by funds: $89.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$268M |
| 2 |
EC
Eminence Capital
New York
|
+$161M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$55.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$48.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$413M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$182M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$73.4M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$58.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$36M |
NCLH Hedge Fund Activity: Q3 2018 in Review
428 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q3 2018, worth a combined $12B — up 22% from $9.9B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new NCLH positions and 49 closed out — a net gain of 10 holders — while 149 added to existing stakes and 166 trimmed.
The largest buyer was Capital World Investors, adding an estimated $268M. The largest seller was Capital International Investors, cutting an estimated $413M.
- 428 institutional investors held Norwegian Cruise Line (NCLH) as of Q3 2018, up from 422 in Q2 2018.
- Funds reported $12B of Norwegian Cruise Line stock for Q3 2018, up 22% quarter-over-quarter.
- 59 funds opened new Norwegian Cruise Line positions in Q3 2018 and 49 closed out, a net change of +10 holders.
- The largest Norwegian Cruise Line buyer in Q3 2018 was Capital World Investors, an estimated $268M added.
- The largest Norwegian Cruise Line seller in Q3 2018 was Capital International Investors, an estimated $413M sold.
Based on aggregated 13F filings for Q3 2018.