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Royal Caribbean

732 hedge funds and large institutions have $18.5B invested in Royal Caribbean in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 228

1.29% more ownership

Funds ownership: 76.81%78.11% (+1.3%)

3% less funds holding

Funds holding: 753732 (-21)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.87B)

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $3.39B

Holders
732
Holders Change
-21
Holders Change %
-2.79%
% of All Funds
11.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
266
Reduced
228
Closed
99
Calls
$1.44B
Puts
$3.39B
Net Calls
-$1.96B
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$1.54M +$501K +5,001 +43%
Neuberger Berman Group
277
Neuberger Berman Group
New York
$1.5M -$13K -130 -0.8%
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$1.48M +$64.5K +644 +4%
RC
279
RBF Capital
California
$1.47M
BCI
280
Brinker Capital Investments
Pennsylvania
$1.46M -$399K -3,982 -20%
OPS
281
Orion Portfolio Solutions
Nebraska
$1.46M -$399K -3,982 -20%
LA
282
LBP AM
France
$1.46M +$251K +2,505 +19%
Truist Financial
283
Truist Financial
North Carolina
$1.45M +$52.2K +521 +3%
KAS
284
Kestra Advisory Services
Texas
$1.44M +$147K +1,471 +10%
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$1.42M +$1.14M +11,414 +287%
RFG
286
Range Financial Group
Oregon
$1.4M +$14K +140 +0.9%
DILIC
287
Dai-ichi Life Insurance Company
Japan
$1.38M +$1.2M +12,000 +408%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$1.37M +$1.7K +17 +0.1%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$1.35M +$100K +1,000 +7%
MYIA
290
Mount Yale Investment Advisors
Colorado
$1.32M +$21.4K +214 +2%
ACM
291
Anfield Capital Management
California
$1.31M +$305K +3,044 +27%
CFA
292
Cahill Financial Advisors
Minnesota
$1.31M +$566K +5,648 +66%
FAF
293
Första AP-fonden
Sweden
$1.3M +$561K +5,600 +66%
VI
294
Versor Investments
New York
$1.25M +$1.36M +13,552 New
API
295
Advisor Partners II
California
$1.24M +$86.1K +860 +7%
DF
296
Donoghue Forlines
Massachusetts
$1.24M +$1.34M +13,417 New
US Bancorp
297
US Bancorp
Minnesota
$1.23M -$116K -1,159 -8%
SAI
298
Systematic Alpha Investments
New Jersey
$1.22M
VA
299
Vident Advisory
Georgia
$1.19M +$1.29M +12,884 New
Schroder Investment Management Group
300
Schroder Investment Management Group
United Kingdom
$1.17M +$114K +1,135 +10%

RCL Hedge Fund Activity: Q3 2023 in Review

732 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2023, worth a combined $18.5B — down 9.2% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of RCL and 86 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 266 added.

The largest buyer was Capital Research Global Investors, adding an estimated $127M. The largest seller was Two Sigma Investments, cutting an estimated $127M.

  • 732 institutional investors held Royal Caribbean (RCL) as of Q3 2023, down from 753 in Q2 2023.
  • Funds reported $18.5B of Royal Caribbean stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2023 and 99 closed out, a net change of -13 holders.
  • The largest Royal Caribbean buyer in Q3 2023 was Capital Research Global Investors, an estimated $127M added.
  • The largest Royal Caribbean seller in Q3 2023 was Two Sigma Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.