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Norwegian Cruise Line
NCLH

550 hedge funds and large institutions have $5.49B invested in Norwegian Cruise Line in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 195 increasing their positions, 146 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

57% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 61

34% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 146

5% more funds holding

Funds holding: 524 → 550 (+26)

4.7% less ownership

Funds ownership: 72.75% → 68.05% (-4.7%)

15% less capital invested

Capital invested by funds: $6.47B → $5.49B (-$990M)

47% less call options, than puts

Call options by funds: $292M | Put options by funds: $554M

Holders
550
Holders Change
+26
Holders Change %
+4.96%
% of All Funds
7.94%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
96
Increased
195
Reduced
146
Closed
61
Calls
$292M
Puts
$554M
Net Calls
-$262M
Net Calls Change
+$173M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$256M
2
Citadel Advisors
Citadel Advisors
Florida
+$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$77.1M
4
BlackRock
BlackRock
New York
+$63.2M
5
Invesco
Invesco
Georgia
+$49.2M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.19B
2
Two Sigma Investments
Two Sigma Investments
New York
-$45.5M
3
Marshall Wace
Marshall Wace
United Kingdom
-$35.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$31.1M
5
UBS Group
UBS Group
Switzerland
-$30.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
476
FPC Investment Advisory
California
$1.99K – – –
JWM
477
Janiczek Wealth Management
Colorado
$1.96K – – –
M
478
MOTCO
Texas
$1.9K – – –
FCAS
479
First Command Advisory Services
Texas
$1.88K -$9.67K -551 -85%
CSB
480
City State Bank
Iowa
$1.88K -$7.9K -450 -82%
APC
481
Aspire Private Capital
North Carolina
$1.88K -$1.75K -100 -50%
CTC
482
Central Trust Company
Missouri
$1.88K -$878 -50 -33%
AWM
483
AllSquare Wealth Management
New York
$1.88K – – –
AAG
484
Armstrong Advisory Group
Massachusetts
$1.88K – – –
BCWM
485
Bartlett & Co Wealth Management
Ohio
$1.88K – – –
BHWM
486
Beaird Harris Wealth Management
Texas
$1.88K – – –
BFS
487
Burkett Financial Services
South Carolina
$1.88K – – –
CSWM
488
Cassady Schiller Wealth Management
Ohio
$1.88K – – –
CFFP
489
Center for Financial Planning
Michigan
$1.88K – – –
CFB
490
Cullen/Frost Bankers
Texas
$1.88K – – –
FUBT
491
First United Bank & Trust
Maryland
$1.88K – – –
FGA
492
Fortis Group Advisors
New Jersey
$1.88K – – –
GJWM
493
Gilliland Jeter Wealth Management
Arkansas
$1.88K – – –
GFPC
494
Global Financial Private Client
Florida
$1.88K – – –
LWANC
495
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.88K – – –
MWM
496
Mascoma Wealth Management
New Hampshire
$1.88K – – –
NECFA
497
New England Capital Financial Advisors
Connecticut
$1.88K – – –
OC
498
Oakworth Capital
Alabama
$1.88K – – –
RFA
499
Register Financial Advisors
Georgia
$1.88K – – –
RWPA
500
Richard W. Paul & Associates
Michigan
$1.88K – – –
18 19
20
21 22

NCLH Hedge Fund Activity: Q2 2024 in Review

550 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q2 2024, worth a combined $5.49B — down 15% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new NCLH positions and 61 closed out — a net gain of 35 holders — while 195 added to existing stakes and 146 trimmed.

The largest buyer was Capital International Investors, adding an estimated $256M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $1.19B sold.

  • 550 institutional investors held Norwegian Cruise Line (NCLH) as of Q2 2024, up from 524 in Q1 2024.
  • Funds reported $5.49B of Norwegian Cruise Line stock for Q2 2024, down 15% quarter-over-quarter.
  • 96 funds opened new Norwegian Cruise Line positions in Q2 2024 and 61 closed out, a net change of +35 holders.
  • The largest Norwegian Cruise Line buyer in Q2 2024 was Capital International Investors, an estimated $256M added.
  • The largest Norwegian Cruise Line seller in Q2 2024 was Capital Research Global Investors, an estimated $1.19B sold.

Based on aggregated 13F filings for Q2 2024.