Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carnival plc (CUK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -20
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — CUK

Based on 129 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CUK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
129 funds currently hold this stock — 87% of the 3.0-year high of 149 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

64 buying78 selling
Last quarter: 78 funds reduced or exited vs 64 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 26 → 33 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 19% new
74 out of 129 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 -10%, value -32%

Value
-32%
Shares
-10%
Last quarter: funds added -10% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~14 new funds/quarter

11 → 27 → 26 → 33 → 14 new funds/Q
New funds entering each quarter: 27 → 26 → 33 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 131 holders: 80 (61%) are 2+ year veterans, 20 entered 1–2 years ago, and 31 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
32 of 129 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in CUK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — CUK

In 2026 Q1, 64 hedge funds were net buyers of CUK (14 opened a new position, 50 added to an existing one), while 78 reduced or exited (44 trimmed, 34 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in CUK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 129.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 4 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: CUK
128 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 128 149 -14.09%
13F Shares 38M 43M -11.61%
Total Value $865M $1.30B -33.56%
New Positions 14 33 -19
Increased Positions 49 46 +3
Closed Positions 35 20 +15
Reduced Positions 43 50 -7
Total Calls 1 3 -66.67%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CUK

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Institutional Holders (2026 Q1)

128 + investors

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

QUARTER:
Top 25 CUK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Incline Global Management LLC 6.53% 642,331 $16.6M
2 KCM Capital Inc 4.58% 1,100,000 $28.5M
3 Transmarket Holdings LP 3.57% 161,061 $4.9M
4 Deltroit Asset Management (UK) LLP 2.27% 547,323 $14.1M
5 O'Connor Alternative Investments LLC 2.17% 982,643 $25.3M
6 Credit Industriel Et Commercial 1.21% 602,182 $15.5M
7 Rpo LLC 0.89% 11,110 $286K
8 Alpine Global Management, LLC 0.75% 195,150 $5.0M
9 Osborne Partners Capital Management, LLC 0.75% 549,495 $14.2M
10 Whitebox Advisors LLC 0.41% 1,300,036 $33.5M
11 Scientech Research LLC 0.33% 15,524 $400K
12 Abc Arbitrage SA 0.24% 71,074 $1.8M
13 Groupe la Francaise 0.21% 585,298 $15.1M
14 Integrated Quantitative Investments LLC 0.18% 39,550 $1.0M
15 Renaissance Technologies LLC 0.11% 2,642,070 $68.1M
16 Banco Bilbao Vizcaya Argentaria, S.A. 0.07% 381,380 $9.8M
17 Trexquant Investment LP 0.07% 369,954 $9.5M
18 Archford Capital Strategies, LLC 0.07% 22,337 $576K
19 State of Wisconsin Investment Board 0.07% 1,105,495 $28.5M
20 Aigen Investment Management, LP 0.06% 8,854 $228K
21 Manske Wealth Management 0.06% 8,000 $206K
22 Tower Research Capital LLC (TRC) 0.05% 74,953 $1.9M
23 Caitong International Asset Management Co., Ltd 0.04% 9,049 $233K
24 Arrowstreet Capital, Limited Partnership 0.04% 3,022,537 $77.9M
25 Two Sigma Securities, LLC 0.04% 12,269 $316K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CUK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CUK?

More sellers than buyers — 45% buying: Last quarter: 78 funds reduced or exited vs 64 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CUK holders?

Elite ownership — 54% AUM from top-100 funds: 32 of 129 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in CUK. 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 CUK?

57% of holders stayed for 2+ years: 74 out of 129 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.

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