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Royal Caribbean

533 hedge funds and large institutions have $6.64B invested in Royal Caribbean in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 171 increasing their positions, 184 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $4.58B → $6.64B (+$2.06B)

26% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 89

3% more funds holding

Funds holding: 516533 (+17)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 184

5% less ownership

Funds ownership: 68.08%63.08% (-5%)

11% less call options, than puts

Call options by funds: $579M | Put options by funds: $654M

Holders
533
Holders Change
+17
Holders Change %
+3.29%
% of All Funds
10.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
112
Increased
171
Reduced
184
Closed
89
Calls
$579M
Puts
$654M
Net Calls
-$75.2M
Net Calls Change
+$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
SRB Corp
Massachusetts
$568K +$294K +6,488 +135%
CA
252
Cetera Advisors
Colorado
$563K -$76.4K -1,688 -13%
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$562K -$53.6K -1,184 -10%
RIM
254
Redpoint Investment Management
Australia
$559K -$43.5K -962 -8%
CIBC World Market
255
CIBC World Market
Ontario, Canada
$556K -$1.66M -36,644 -77%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$541K +$5.07K +112 +1%
QGA
257
Q Global Advisors
Texas
$539K +$485K +10,717 New
BPCE
258
Bank Pictet & Cie (Europe)
Germany
$535K -$63.4K -1,400 -12%
BF
259
BOK Financial
Oklahoma
$522K +$470K +10,382 New
Capstone Investment Advisors
260
Capstone Investment Advisors
New York
$517K -$350K -7,736 -43%
GC
261
GFG Capital
Florida
$516K +$464K +10,256 New
Two Sigma Investments
262
Two Sigma Investments
New York
$510K +$459K +10,146 New
CM
263
Caption Management
Oklahoma
$503K +$453K +10,000 New
SS
264
Simplicity Solutions
Minnesota
$501K -$94.9K -2,097 -17%
AB
265
Amalgamated Bank
New York
$498K -$688K -15,200 -61%
Robeco Institutional Asset Management
266
Robeco Institutional Asset Management
Netherlands
$481K -$561K -12,397 -56%
KRS
267
Kentucky Retirement Systems
Kentucky
$481K -$98.7K -2,182 -19%
IA
268
IFG Advisory
Georgia
$478K -$3.48K -77 -0.8%
UCFA
269
United Capital Financial Advisors
Texas
$457K -$478K -10,561 -54%
BAMF
270
BI Asset Management Fondsmaeglerselskab
Denmark
$450K
TWM
271
Triton Wealth Management
Arizona
$443K +$400K +8,849 New
APF
272
Alaska Permanent Fund
Alaska
$438K
Baird Financial Group
273
Baird Financial Group
Wisconsin
$435K -$37.2K -823 -9%
PAM
274
Panagora Asset Management
Massachusetts
$428K -$35K -773 -8%
KWA
275
KCS Wealth Advisory
California
$428K +$6.25K +138 +2%

RCL Hedge Fund Activity: Q2 2020 in Review

533 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2020, worth a combined $6.64B — up 45% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new RCL positions and 89 closed out — a net gain of 23 holders — while 171 added to existing stakes and 184 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $106M. The largest seller was Eminence Capital, cutting an estimated $233M.

  • 533 institutional investors held Royal Caribbean (RCL) as of Q2 2020, up from 516 in Q1 2020.
  • Funds reported $6.64B of Royal Caribbean stock for Q2 2020, up 45% quarter-over-quarter.
  • 112 funds opened new Royal Caribbean positions in Q2 2020 and 89 closed out, a net change of +23 holders.
  • The largest Royal Caribbean buyer in Q2 2020 was Capital Research Global Investors, an estimated $106M added.
  • The largest Royal Caribbean seller in Q2 2020 was Eminence Capital, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2020.