We are live on ! Find out more
RCL icon

Royal Caribbean
RCL

567 hedge funds and large institutions have $18.8B invested in Royal Caribbean in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 219 increasing their positions, 190 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 50

15% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 190

10% more capital invested

Capital invested by funds: $17B → $18.8B (+$1.78B)

5% more funds holding

Funds holding: 540 → 567 (+27)

1.32% more ownership

Funds ownership: 72.3% → 73.62% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

55% less call options, than puts

Call options by funds: $226M | Put options by funds: $508M

Holders
567
Holders Change
+27
Holders Change %
+5%
% of All Funds
14.14%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
86
Increased
219
Reduced
190
Closed
50
Calls
$226M
Puts
$508M
Net Calls
-$281M
Net Calls Change
-$306M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$203M
2
Goldman Sachs
Goldman Sachs
New York
+$146M
3
NI
Numeric Investors
Massachusetts
+$101M
4
American Century Companies
American Century Companies
Missouri
+$98.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$93.9M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$198M
2
Capital World Investors
Capital World Investors
California
-$125M
3
JP Morgan Chase
JP Morgan Chase
New York
-$103M
4
Citadel Advisors
Citadel Advisors
Florida
-$96.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$74.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
251
Bank of the West
California
$3.06M -$251K -2,143 -8%
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$3.06M +$141K +1,204 +5%
RCM
253
Riverhead Capital Management
Delaware
$3.05M +$2.35M +20,089 +355%
IAM
254
Integre Asset Management
New York
$3.05M +$3.01M +25,740 New
OAMG
255
Odey Asset Management Group
United Kingdom
$2.96M -$1.87M -16,000 -39%
FAF
256
Fjarde Ap-fonden
Sweden
$2.96M +$108K +927 +4%
FAM
257
Fred Alger Management
New York
$2.9M +$207K +1,768 +8%
MSA
258
Mason Street Advisors
Wisconsin
$2.83M +$70.4K +602 +3%
DCM
259
Dupont Capital Management
Delaware
$2.83M +$152K +1,300 +6%
ECM
260
ETrade Capital Management
Virginia
$2.82M +$13.7K +117 +0.5%
M&T Bank
261
M&T Bank
New York
$2.75M -$180K -1,543 -6%
Nomura Asset Management
262
Nomura Asset Management
Japan
$2.73M +$200K +1,707 +8%
TCM
263
Tributary Capital Management
Nebraska
$2.69M -$152K -1,300 -5%
Natixis Advisors
264
Natixis Advisors
Massachusetts
$2.68M -$4.91K -42 -0.2%
ZIG
265
Zurich Insurance Group
Switzerland
$2.68M +$196K +1,676 +8%
GHCM
266
Glen Harbor Capital Management
California
$2.66M +$2.05M +17,490 +355%
Jacobs Levy Equity Management
267
Jacobs Levy Equity Management
New Jersey
$2.57M -$10M -85,500 -80%
NAM
268
NorthCoast Asset Management
Connecticut
$2.52M +$2.48M +21,243 New
UCFA
269
United Capital Financial Advisors
Texas
$2.52M +$912K +7,798 +58%
DCM
270
Donaldson Capital Management
Indiana
$2.5M +$329K +2,810 +15%
Twin Tree Management
271
Twin Tree Management
Texas
$2.48M +$2.45M +20,933 New
CBOA
272
Commonwealth Bank of Australia
Australia
$2.46M +$11.1K +95 +0.5%
DM
273
Delphi Management
Massachusetts
$2.44M -$55.3K -473 -2%
NIP
274
Nicholas Investment Partners
California
$2.44M +$2.4M +20,552 New
Envestnet Asset Management
275
Envestnet Asset Management
Illinois
$2.35M +$489K +4,185 +27%
9 10
11
12 13

RCL Hedge Fund Activity: Q3 2017 in Review

567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2017, worth a combined $18.8B — up 10% from $17B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new RCL positions and 50 closed out — a net gain of 36 holders — while 219 added to existing stakes and 190 trimmed.

The largest buyer was Ameriprise, adding an estimated $203M. The largest seller was Baillie Gifford & Co, cutting an estimated $198M.

  • 567 institutional investors held Royal Caribbean (RCL) as of Q3 2017, up from 540 in Q2 2017.
  • Funds reported $18.8B of Royal Caribbean stock for Q3 2017, up 10% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2017 and 50 closed out, a net change of +36 holders.
  • The largest Royal Caribbean buyer in Q3 2017 was Ameriprise, an estimated $203M added.
  • The largest Royal Caribbean seller in Q3 2017 was Baillie Gifford & Co, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2017.