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Royal Caribbean

1,038 hedge funds and large institutions have $49.7B invested in Royal Caribbean in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 378 increasing their positions, 318 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 81

33% more capital invested

Capital invested by funds: $37.3B → $49.7B (+$12.5B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 318

9% more funds holding

Funds holding: 9481,038 (+90)

2.16% less ownership

Funds ownership: 81.69%79.53% (-2.2%)

37% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.76B

Holders
1,038
Holders Change
+90
Holders Change %
+9.49%
% of All Funds
13.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
190
Increased
378
Reduced
318
Closed
81
Calls
$1.74B
Puts
$2.76B
Net Calls
-$1.02B
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Edgestream Partners
New Jersey
$7.14M +$3.59M +16,234 +110%
SA
227
Sanctuary Advisors
Indiana
$7.06M -$729K -3,291 -11%
Wealthfront Advisers
228
Wealthfront Advisers
California
$6.97M +$441K +1,992 +7%
EF
229
Empowered Funds
Pennsylvania
$6.97M +$5.95M +26,865 +804%
APG Asset Management
230
APG Asset Management
Netherlands
$6.93M -$2.17M -9,794 -24%
FCM
231
Fieldview Capital Management
Michigan
$6.89M +$6.61M +29,857 New
MOACM
232
Mutual of America Capital Management
New York
$6.84M +$104K +470 +2%
IIM
233
INTECH Investment Management
Florida
$6.7M -$334K -1,510 -5%
SCM
234
Sirios Capital Management
Massachusetts
$6.7M -$5.04M -22,768 -44%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$6.55M +$868K +3,918 +16%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$6.51M +$153K +690 +3%
NEI
237
Northwest & Ethical Investments
Ontario, Canada
$6.3M
PFM
238
Patton Fund Management
Texas
$6.16M -$892K -4,029 -13%
Lazard Asset Management
239
Lazard Asset Management
New York
$6.16M +$923K +4,170 +19%
SLAM
240
Swiss Life Asset Management
$6.15M +$2.78M +12,553 +89%
Cerity Partners
241
Cerity Partners
New York
$6.15M -$460K -2,077 -7%
Fiera Capital (Canada)
242
Fiera Capital (Canada)
Quebec, Canada
$6.11M +$231K +1,041 +4%
Truist Financial
243
Truist Financial
North Carolina
$6.05M +$578K +2,611 +11%
Holocene Advisors
244
Holocene Advisors
New York
$6.03M -$91.7M -414,034 -94%
Mirae Asset Global ETFs Holdings
245
Mirae Asset Global ETFs Holdings
Hong Kong
$5.94M +$799K +3,610 +16%
SW
246
SVB Wealth
Massachusetts
$5.93M +$5.69M +25,707 New
SC
247
Scotia Capital
Ontario, Canada
$5.9M +$321K +1,450 +6%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$5.8M +$1.27M +5,735 +30%
Rafferty Asset Management
249
Rafferty Asset Management
New York
$5.79M +$567K +2,561 +11%
LOAME
250
Lombard Odier Asset Management (Europe)
United Kingdom
$5.77M

RCL Hedge Fund Activity: Q4 2024 in Review

1,038 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2024, worth a combined $49.7B — up 33% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new RCL positions and 81 closed out — a net gain of 109 holders — while 378 added to existing stakes and 318 trimmed.

The largest buyer was Vanguard Group, adding an estimated $458M. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 1,038 institutional investors held Royal Caribbean (RCL) as of Q4 2024, up from 948 in Q3 2024.
  • Funds reported $49.7B of Royal Caribbean stock for Q4 2024, up 33% quarter-over-quarter.
  • 190 funds opened new Royal Caribbean positions in Q4 2024 and 81 closed out, a net change of +109 holders.
  • The largest Royal Caribbean buyer in Q4 2024 was Vanguard Group, an estimated $458M added.
  • The largest Royal Caribbean seller in Q4 2024 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q4 2024.