Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARNIVAL CORP (CCL)

1K + Investors. Track Smart Money conviction in CCL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +59
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — CCL

Based on 1027 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CCL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,027 hedge funds hold CCL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+148 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

558 buying434 selling
Last quarter: 558 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new CCL position: 131 → 173 → 130 → 176. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 18% new
650 out of 1,027 hedge funds have held CCL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~176 new funds/quarter

160 → 131 → 173 → 130 → 176 new funds/Q
New funds entering each quarter: 131 → 173 → 130 → 176. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 1,101 current holders: 746 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
45 of 1027 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CCL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CCL

How many hedge funds hold CCL — quarterly history vs. share price
Quarterly hedge fund ownership of CCL vs. share price

Market Analysis: CCL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CCL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

110 top-rated funds 5 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: CCL
2026 Q1 Stats Unlock in 19 days 1K + Investors

Track Smart Money conviction in CCL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1101 1053 4.56%
13F Shares 950M 937M 1.39%
Total Value $28.43B $26.95B 5.52%
New Positions 179 134 +45
Increased Positions 487 532 -45
Closed Positions 127 106 +21
Reduced Positions 417 377 +40
Total Calls 39 47 -17.02%
Total Puts 43 49 -12.24%
PUT/CALL Ratio 1.1 1.04 Neutral

Statistics: CCL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCL. Verified SEC 13F-HR filings.

Top 25 institutional holders of CCL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DELTEC ASSET MANAGEMENT LLC 2.98% 627,384 $16.2M
2 MAD RIVER INVESTORS 1.45% 156,181 $4.0M
3 Scott & Selber, Inc. 1.21% 180,615 $4.7M
4 WEDGE CAPITAL MANAGEMENT L L P/NC 0.75% 1,569,169 $40.6M
5 Oxinas Partners, LLC 0.63% 53,432 $1.4M
6 Perpetual Ltd 0.54% 1,369,318 $35.4M
7 SIMS INVESTMENT MANAGEMENT, LLC 0.54% 56,299 $1.5M
8 BSN Capital Partners Ltd 0.48% 344,450 $10.1M
9 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 0.43% 30,161 $781K
10 Sunpointe, LLC 0.42% 49,612 $1.3M
11 SILVERLAKE WEALTH MANAGEMENT LLC 0.40% 73,503 $1.9M
12 Holland Advisory Services, Inc. 0.36% 10,437 $270K
13 Auto-Owners Insurance Co 0.35% 650,000 $16.8M
14 HMS Capital Management, LLC 0.35% 34,999 $906K
15 KW WEALTH MANAGEMENT LLC 0.33% 7,019 $214K
16 IFC & Insurance Marketing, Inc. 0.30% 11,213 $290K
17 EAGLE WEALTH STRATEGIES LLC 0.30% 26,263 $680K
18 Aspire Private Capital, LLC 0.24% 41,232 $1.1M
19 GFG Capital, LLC 0.24% 28,874 $747K
20 4WEALTH ADVISORS, INC. 0.24% 11,617 $278K
21 Moran Wealth Management, LLC 0.24% 297,035 $7.7M
22 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.23% 889,393 $23.0M
23 Stegent Equity Advisors, Inc. 0.22% 10,110 $262K
24 Andrew Hill Investment Advisors, Inc. 0.20% 8,750 $226K
25 OLD NATIONAL BANCORP /IN/ 0.19% 446,501 $11.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CARNIVAL CORP (CCL)

What does the Smart Money Trend signal show for CCL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CCL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CCL?

Slight buying edge — 56% buying: Last quarter: 558 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CCL holders?

Elite ownership — 47% AUM from top-100 funds: 45 of 1027 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CCL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CCL?

63% of holders stayed for 2+ years: 650 out of 1,027 hedge funds have held CCL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.