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Royal Caribbean

732 hedge funds and large institutions have $18.5B invested in Royal Caribbean in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 228

1.29% more ownership

Funds ownership: 76.81%78.11% (+1.3%)

3% less funds holding

Funds holding: 753732 (-21)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.87B)

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $3.39B

Holders
732
Holders Change
-21
Holders Change %
-2.79%
% of All Funds
11.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
266
Reduced
228
Closed
99
Calls
$1.44B
Puts
$3.39B
Net Calls
-$1.96B
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$2.47M +$581K +5,799 +28%
NSLI
227
Nan Shan Life Insurance
Taiwan
$2.43M -$6.56M -65,468 -71%
SC
228
Scotia Capital
Ontario, Canada
$2.42M -$233K -2,322 -8%
CCM
229
Cinctive Capital Management
New York
$2.4M +$2.6M +26,004 New
EDRIA
230
Edmonds Duncan Registered Investment Advisors
Kansas
$2.39M -$64.3K -642 -20%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$2.36M -$1.2M -12,009 -32%
Public Sector Pension Investment Board (PSP Investments)
232
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.33M +$419K +4,185 +20%
DTL
233
Dynamic Technology Lab
Singapore
$2.32M +$1.29M +12,882 +105%
TJHA
234
Thomas J. Herzfeld Advisors
Florida
$2.3M
NAM
235
Nissay Asset Management
Japan
$2.25M +$93.2K +930 +4%
NFAM
236
North Fourth Asset Management
New Jersey
$2.23M +$2.42M +24,200 New
BCM
237
Bayesian Capital Management
New York
$2.22M +$2.41M +24,061 New
HSBC Holdings
238
HSBC Holdings
United Kingdom
$2.17M +$1.74M +17,378 +286%
VPIM
239
Vanguard Personalized Indexing Management
California
$2.17M +$44.3K +442 +2%
GC
240
Guggenheim Capital
Illinois
$2.16M -$472K -4,715 -17%
AIM
241
Aigen Investment Management
New York
$2.15M +$1.17M +11,709 +100%
GCMG
242
Gyroscope Capital Management Group
Florida
$2.14M +$71.7K +716 +3%
SICM
243
Sustainable Insight Capital Management
New York
$2.12M +$2.3M +23,000 New
BFG
244
Bleakley Financial Group
New Jersey
$2.1M +$34.1K +340 +2%
SS
245
Simplicity Solutions
Minnesota
$2.1M +$35.1K +350 +2%
OQS
246
Occudo Quantitative Strategies
Florida
$2.05M +$2.23M +22,299 New
SFA
247
Sequoia Financial Advisors
Ohio
$2.01M -$2.5K -25 -0.1%
DC
248
Diametric Capital
Massachusetts
$1.99M +$537K +5,360 +33%
DFCM
249
Dark Forest Capital Management
Puerto Rico
$1.97M +$2.15M +21,434 New
HT
250
HAP Trading
New York
$1.96M +$494K +4,935 +30%

RCL Hedge Fund Activity: Q3 2023 in Review

732 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2023, worth a combined $18.5B — down 9.2% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of RCL and 86 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 266 added.

The largest buyer was Capital Research Global Investors, adding an estimated $127M. The largest seller was Two Sigma Investments, cutting an estimated $127M.

  • 732 institutional investors held Royal Caribbean (RCL) as of Q3 2023, down from 753 in Q2 2023.
  • Funds reported $18.5B of Royal Caribbean stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2023 and 99 closed out, a net change of -13 holders.
  • The largest Royal Caribbean buyer in Q3 2023 was Capital Research Global Investors, an estimated $127M added.
  • The largest Royal Caribbean seller in Q3 2023 was Two Sigma Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.