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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
ACS
301
Archford Capital Strategies
Illinois
$315K +$283K +6,262 New
PI
302
PineBridge Investments
New York
$314K -$87.3K -1,929 -24%
TC
303
Telemus Capital
Michigan
$308K -$3.58K -79 -1%
DWM
304
Darwin Wealth Management
Florida
$307K +$87K +1,922 +46%
CAN
305
Cetera Advisor Networks
California
$307K +$276K +6,109 New
CANY
306
Caxton Associates (New York)
New York
$303K +$272K +6,018 New
FAAS
307
First Allied Advisory Services
California
$299K +$269K +5,937 New
MYAM
308
Meiji Yasuda Asset Management
Japan
$297K +$268K +5,912 New
RIA
309
Regal Investment Advisors
Michigan
$293K +$264K +5,823 New
VIA
310
Vident Investment Advisory
Georgia
$289K +$260K +5,750 New
ACM
311
AlphaCrest Capital Management
New York
$286K -$722K -15,965 -74%
PSUF
312
People's United Financial
Connecticut
$275K -$687K -15,173 -73%
CI
313
Cigna Investments
Connecticut
$275K +$247K +5,468 New
CC
314
Centiva Capital
New York
$265K -$44.2K -977 -16%
CG
315
Carmignac Gestion
France
$257K -$83.4K -1,843 -27%
AIA
316
Affinity Investment Advisors
California
$254K -$767K -16,942 -77%
MFG
317
Magnus Financial Group
New York
$254K +$228K +5,040 New
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$254K +$228K +5,047 New
ACP
319
Aviance Capital Partners
Florida
$252K +$226K +5,000 New
RC
320
RBF Capital
California
$252K +$226K +5,000 New
JAFL
321
Jay A. Fishman Ltd
Michigan
$252K +$226K +5,000 New
OC
322
Oppenheimer & Co
New York
$251K +$226K +4,999 New
CWM
323
Concentric Wealth Management
California
$250K +$225K +4,967 New
PP
324
Patten & Patten
Tennessee
$246K +$222K +4,900 New
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$244K +$220K +4,857 New

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.