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Royal Caribbean

568 hedge funds and large institutions have $6.39B invested in Royal Caribbean in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

4.16% less ownership

Funds ownership: 75.46%71.3% (-4.2%)

11% less call options, than puts

Call options by funds: $706M | Put options by funds: $790M

17% less funds holding

Funds holding: 681568 (-113)

60% less capital invested

Capital invested by funds: $16.1B → $6.39B (-$9.69B)

67% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 157

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
568
Holders Change
-113
Holders Change %
-16.59%
% of All Funds
9.57%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
192
Reduced
191
Closed
157
Calls
$706M
Puts
$790M
Net Calls
-$83.9M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
301
Versor Investments
New York
$311K +$555K +8,919 New
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$309K +$118K +1,894 +27%
HFS
303
Hantz Financial Services
Michigan
$304K
IAA
304
Independent Advisor Alliance
North Carolina
$302K +$43.5K +699 +9%
CWA
305
Capital Wealth Alliance
Arizona
$293K
CGH
306
Crossmark Global Holdings
Texas
$292K -$11.2K -180 -2%
CTA
307
Colonial Trust Advisors
South Carolina
$288K -$68.3K -1,098 -12%
BRWA
308
B. Riley Wealth Advisors
Florida
$282K +$83.6K +1,344 +20%
BSW
309
Buckingham Strategic Wealth
Missouri
$279K +$47.8K +768 +11%
LP
310
LMR Partners
United Kingdom
$277K +$493K +7,932 New
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$276K -$281K -4,519 -40%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$275K +$101K +1,630 +26%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$268K +$14.4K +231 +3%
KRSITF
314
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$268K +$65.1K +1,046 +16%
PP
315
Patten & Patten
Tennessee
$267K
MWM
316
Meridian Wealth Management
Kentucky
$253K -$20.8K -335 -4%
Cerity Partners
317
Cerity Partners
New York
$250K +$112K +1,796 +33%
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$250K +$226K +3,638 +103%
CIBC World Market
319
CIBC World Market
Ontario, Canada
$249K +$52K +836 +13%
KeyBank National Association
320
KeyBank National Association
Ohio
$247K -$573K -9,215 -57%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$246K -$24.3K -391 -5%
HVIA
322
Hudson Valley Investment Advisors
New York
$244K -$307K -4,932 -41%
RIM
323
Redpoint Investment Management
Australia
$243K
TWP
324
Tempus Wealth Planning
California
$243K
SHFP
325
Second Half Financial Partners
Florida
$240K

RCL Hedge Fund Activity: Q2 2022 in Review

568 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2022, worth a combined $6.39B — down 60% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of RCL and 52 opened new positions — a net loss of 105 holders — while 191 trimmed existing stakes and 192 added.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Credit Agricole, exiting entirely with an estimated $407M sold.

  • 568 institutional investors held Royal Caribbean (RCL) as of Q2 2022, down from 681 in Q1 2022.
  • Funds reported $6.39B of Royal Caribbean stock for Q2 2022, down 60% quarter-over-quarter.
  • 52 funds opened new Royal Caribbean positions in Q2 2022 and 157 closed out, a net change of -105 holders.
  • The largest Royal Caribbean buyer in Q2 2022 was Morgan Stanley, an estimated $98.1M added.
  • The largest Royal Caribbean seller in Q2 2022 was Credit Agricole, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2022.