We are live on ! Find out more
RCL icon

Royal Caribbean

1,038 hedge funds and large institutions have $49.7B invested in Royal Caribbean in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 378 increasing their positions, 318 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 81

33% more capital invested

Capital invested by funds: $37.3B → $49.7B (+$12.5B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 318

9% more funds holding

Funds holding: 9481,038 (+90)

2.16% less ownership

Funds ownership: 81.69%79.53% (-2.2%)

37% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.76B

Holders
1,038
Holders Change
+90
Holders Change %
+9.49%
% of All Funds
13.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
190
Increased
378
Reduced
318
Closed
81
Calls
$1.74B
Puts
$2.76B
Net Calls
-$1.02B
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
276
Thomas J. Herzfeld Advisors
Florida
$4.08M -$1.48M -6,682 -27%
Bessemer Group
277
Bessemer Group
New Jersey
$4.06M +$27.9K +126 +0.7%
GWM
278
Geneos Wealth Management
Colorado
$3.98M -$232K -1,047 -6%
CCM
279
Clearfield Capital Management
New York
$3.94M +$3.79M +17,100 New
Wealth Enhancement Advisory Services
280
Wealth Enhancement Advisory Services
Minnesota
$3.83M +$233K +1,052 +7%
HCMT
281
Highland Capital Management (Tennessee)
Tennessee
$3.79M -$784K -3,541 -18%
US Bancorp
282
US Bancorp
Minnesota
$3.78M +$111K +502 +3%
KRS
283
Kentucky Retirement Systems
Kentucky
$3.75M -$49.8K -225 -1%
SFA
284
Sequoia Financial Advisors
Ohio
$3.73M -$1.37M -6,167 -28%
RC
285
RBF Capital
California
$3.69M
IMCOOI
286
Investment Management Corp of Ontario (IMCO)
Canada
$3.67M +$1.73M +7,796 +96%
DILIC
287
Dai-ichi Life Insurance Company
Japan
$3.64M +$1.55M +7,000 +80%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$3.64M +$1.33M +6,026 +62%
TRCT
289
Tower Research Capital (TRC)
New York
$3.61M +$2M +9,031 +136%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$3.61M +$208K +939 +6%
SFS
291
Sowell Financial Services
Arkansas
$3.57M +$3.43M +15,481 New
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$3.54M +$134K +603 +4%
HIMCH
293
Hartford Investment Management Co (HIMCO)
Connecticut
$3.54M +$73.3K +331 +2%
WP
294
Woodline Partners
California
$3.43M +$3.29M +14,855 New
ASN
295
Advisory Services Network
Georgia
$3.42M +$1.08M +4,857 +49%
VIM
296
Vinva Investment Management
Australia
$3.42M +$876K +3,957 +37%
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$3.36M +$112K +505 +4%
M&T Bank
298
M&T Bank
New York
$3.24M +$295K +1,334 +11%
PCM
299
Pinnbrook Capital Management
New York
$3.17M +$210K +950 +7%
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$3.09M -$4.65K -21 -0.2%

RCL Hedge Fund Activity: Q4 2024 in Review

1,038 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2024, worth a combined $49.7B — up 33% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new RCL positions and 81 closed out — a net gain of 109 holders — while 378 added to existing stakes and 318 trimmed.

The largest buyer was Vanguard Group, adding an estimated $458M. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 1,038 institutional investors held Royal Caribbean (RCL) as of Q4 2024, up from 948 in Q3 2024.
  • Funds reported $49.7B of Royal Caribbean stock for Q4 2024, up 33% quarter-over-quarter.
  • 190 funds opened new Royal Caribbean positions in Q4 2024 and 81 closed out, a net change of +109 holders.
  • The largest Royal Caribbean buyer in Q4 2024 was Vanguard Group, an estimated $458M added.
  • The largest Royal Caribbean seller in Q4 2024 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q4 2024.