Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARNIVAL PLC (CUK)

145 + Investors. Track Smart Money conviction in CUK. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — CUK

Based on 143 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 CUK 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
143 hedge funds hold CUK 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

78 buying67 selling
Last quarter: 78 funds bought or added vs 67 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new CUK position: 11 → 25 → 25 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 20% medium 24% new
80 out of 143 hedge funds have held CUK 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.
💎

Buying through price weakness — shares +32%, value -82%

Value
-82%
Shares
+32%
Last quarter: funds added +32% more shares while total portfolio value only changed -82%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

30 → 11 → 25 → 25 → 33 new funds/Q
New funds entering each quarter: 11 → 25 → 25 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 12% 1-2yr 26% new
Of 145 current holders: 90 (62%) 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.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
23 of 143 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: CUK

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

Market Analysis: CUK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CUK

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: CUK
2026 Q1 Stats Unlock in 17 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 131 10.69%
13F Shares 42M 32M 32.37%
Total Value $1.27B $7.11B -82.18%
New Positions 33 25 +8
Increased Positions 45 49 -4
Closed Positions 19 12 +7
Reduced Positions 50 39 +11
Total Calls 3 1 200.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: CUK

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of CUK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CREDIT INDUSTRIEL ET COMMERCIAL 1.21% 602,182 $15.5M
2 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.75% 549,495 $14.2M
3 Archford Capital Strategies, LLC 0.07% 22,337 $576K
4 Manske Wealth Management 0.06% 8,000 $206K
5 QRG CAPITAL MANAGEMENT, INC. 0.01% 54,115 $1.4M
6 GAMMA Investing LLC 0.01% 5,612 $145K
7 SBI Securities Co., Ltd. 0.01% 7,458 $192K
8 SIGNATUREFD, LLC 0.00% 6,625 $171K
9 Sound Income Strategies, LLC 0.00% 1,840 $49K
10 IFP Advisors, Inc 0.00% 3,800 $98K
11 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% 14,121 $364K
12 Valued Wealth Advisors LLC 0.00% 160 $4K
13 Sachetta, LLC 0.00% 100 $3K
14 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% 161 $4K
15 Sequoia Financial Advisors, LLC 0.00% 8,545 $220K
16 Retirement Wealth Solutions LLC 0.00% 53 $1K
17 SG Americas Securities, LLC 0.00% 15,896
18 Farther Finance Advisors, LLC 0.00% 1,064 $28K
19 CoreCap Advisors, LLC 0.00% 200 $5K
20 TD PRIVATE CLIENT WEALTH LLC 0.00% 224 $6K
21 JFS WEALTH ADVISORS, LLC 0.00% 39 $1K
22 True Wealth Design, LLC 0.00% 7
23 MANNING & NAPIER ADVISORS LLC 0.00% 71 $2K
24 Blue Trust, Inc. 0.00% 66 $2K
25 Bogart Wealth, LLC 0.00% 8
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 PLC (CUK)

What does the Smart Money Trend signal show for CUK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CUK 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 CUK?

Slight buying edge — 54% buying: Last quarter: 78 funds bought or added vs 67 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 CUK holders?

Strong quality — 39% AUM from major funds: 23 of 143 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CUK?

56% of holders stayed for 2+ years: 80 out of 143 hedge funds have held CUK 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.