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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
HFS
276
Hantz Financial Services
Michigan
$426K +$3.26K +72 +0.9%
SLI
277
Sumitomo Life Insurance
Japan
$423K -$18.1K -401 -5%
AI
278
Atom Investors
Texas
$417K +$376K +8,299 New
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$407K
TNB
280
TCF National Bank
South Dakota
$407K +$152K +3,361 New
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$402K -$3.31M -73,072 -90%
SG Americas Securities
282
SG Americas Securities
New York
$397K -$550K -12,147 -61%
NL
283
NWAM LLC
Washington
$386K +$347K +7,667 New
CGH
284
Crossmark Global Holdings
Texas
$382K -$25.2K -556 -7%
M&T Bank
285
M&T Bank
New York
$375K +$7.33K +162 +2%
LSERS
286
Louisiana State Employees Retirement System
Louisiana
$372K +$4.53K +100 +1%
MYLI
287
Meiji Yasuda Life Insurance
Japan
$370K -$170K -3,751 -34%
Janney Montgomery Scott
288
Janney Montgomery Scott
Pennsylvania
$366K -$358K -7,911 -52%
SH
289
Svenska Handelsbanken
Sweden
$357K
BRWA
290
B. Riley Wealth Advisors
Florida
$357K +$321K +7,093 New
WAM
291
World Asset Management
Michigan
$349K -$63.7K -1,408 -17%
SPC
292
Sigma Planning Corp
Michigan
$349K -$4.66K -103 -1%
Rafferty Asset Management
293
Rafferty Asset Management
New York
$349K +$314K +6,935 New
X
294
Xponance
Pennsylvania
$348K +$313K +6,927 New
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
$345K +$311K +6,870 New
VI
296
Versor Investments
New York
$338K +$304K +6,721 New
JMPWA
297
JP Morgan Private Wealth Advisors
California
$337K +$303K +6,697 New
SIA
298
Soltis Investment Advisors
Utah
$335K +$302K +6,670 New
Bessemer Group
299
Bessemer Group
New Jersey
$333K +$45 +1 +0%
HW
300
Hancock Whitney
Mississippi
$324K -$10.8K -238 -4%

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.