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Royal Caribbean
RCL

575 hedge funds and large institutions have $7.01B invested in Royal Caribbean in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $6.39B → $7.01B (+$624M)

1.4% more ownership

Funds ownership: 71.3% → 72.7% (+1.4%)

1% more funds holding

Funds holding: 568 → 575 (+7)

2% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 193

33% less call options, than puts

Call options by funds: $614M | Put options by funds: $921M

Holders
575
Holders Change
+7
Holders Change %
+1.23%
% of All Funds
9.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
79
Increased
189
Reduced
193
Closed
62
Calls
$614M
Puts
$921M
Net Calls
-$307M
Net Calls Change
-$223M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$289M
2
Primecap Management
Primecap Management
California
+$63M
3
Man Group
Man Group
United Kingdom
+$50.1M
4
AI
Ariel Investments
Illinois
+$29.2M
5
SCM
Segantii Capital Management
Hong Kong
+$24.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$153M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$95.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$38.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$32.1M
5
PI
PEAK6 Investments
Illinois
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
251
Cutler Group
California
$675K +$262K +6,476 +57%
SAM
252
Securian Asset Management
Minnesota
$672K -$14.5K -358 -2%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$661K -$48.5K -1,197 -6%
EMPI
254
Elo Mutual Pension Insurance
Finland
$651K -$34.6K -855 -5%
KRS
255
Kentucky Retirement Systems
Kentucky
$651K +$21K +518 +3%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$636K -$28.9K -714 -4%
WP
257
Waycross Partners
Kentucky
$634K +$678K +16,733 New
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$630K -$323K -7,967 -32%
PCM
259
Prelude Capital Management
New York
$629K +$672K +16,585 New
Schroder Investment Management Group
260
Schroder Investment Management Group
United Kingdom
$624K -$18.4K -454 -3%
PAM
261
Panagora Asset Management
Massachusetts
$623K +$170K +4,186 +34%
BCI
262
Brinker Capital Investments
Pennsylvania
$614K +$218K +5,389 +50%
SI
263
Stephens Inc
Arkansas
$600K +$2.75K +68 +0.4%
PP
264
PDT Partners
New York
$591K -$425K -10,500 -40%
CCM
265
Chimera Capital Management
New York
$578K +$618K +15,260 New
BFM
266
Boothbay Fund Management
New York
$572K +$611K +15,086 New
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$571K +$10.8K +267 +2%
ICM
268
III Capital Management
Florida
$553K -$405K -10,000 -41%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$548K +$14.9K +369 +3%
Connor, Clark & Lunn Investment Management (CC&L)
270
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$542K +$579K +14,298 New
Cetera Investment Advisers
271
Cetera Investment Advisers
Illinois
$541K -$47.8K -1,181 -8%
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$531K -$8.1K -200 -1%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$531K +$209K +5,159 +58%
Franklin Resources
274
Franklin Resources
California
$526K -$20.8K -513 -4%
BCMO
275
Buckingham Capital Management (Ohio)
Ohio
$519K +$31.5K +778 +6%
9 10
11
12 13

RCL Hedge Fund Activity: Q3 2022 in Review

575 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2022, worth a combined $7.01B — up 9.8% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RCL positions and 62 closed out — a net gain of 17 holders — while 189 added to existing stakes and 193 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $289M. The largest seller was Capital World Investors, cutting an estimated $153M.

  • 575 institutional investors held Royal Caribbean (RCL) as of Q3 2022, up from 568 in Q2 2022.
  • Funds reported $7.01B of Royal Caribbean stock for Q3 2022, up 9.8% quarter-over-quarter.
  • 79 funds opened new Royal Caribbean positions in Q3 2022 and 62 closed out, a net change of +17 holders.
  • The largest Royal Caribbean buyer in Q3 2022 was Capital Research Global Investors, an estimated $289M added.
  • The largest Royal Caribbean seller in Q3 2022 was Capital World Investors, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2022.