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
AAS
301
Avantax Advisory Services
Texas
$3.08M +$34.5K +156 +1%
PCM
302
Penserra Capital Management
California
$3.08M +$738K +3,331 +33%
SAM
303
Securian Asset Management
Minnesota
$3.07M +$58K +262 +2%
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$3.07M
SAI
305
Systematic Alpha Investments
New Jersey
$3.05M
AI
306
Atria Investments
North Carolina
$3.03M +$233K +1,054 +9%
LCWM
307
Legacy Capital Wealth Management
Texas
$3.02M +$2.9M +13,100 New
LOAMS
308
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.98M +$200K +904 +8%
FNBOO
309
First National Bank of Omaha
Nebraska
$2.96M -$1.23M -5,555 -30%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$2.95M +$518K +2,340 +22%
PAG
311
Private Advisory Group
Washington
$2.93M +$542K +2,446 +24%
FNA
312
First National Advisers
Nebraska
$2.89M -$787K -3,556 -22%
IMPI
313
Ilmarinen Mutual Pension Insurance
Finland
$2.88M +$2.77M +12,500 New
BCI
314
Brinker Capital Investments
Pennsylvania
$2.88M +$641K +2,893 +30%
OPS
315
Orion Portfolio Solutions
Nebraska
$2.88M +$641K +2,893 +30%
IG
316
ING Group
Netherlands
$2.78M +$2.67M +12,059 New
PS
317
Principal Securities
Iowa
$2.77M +$1.12M +5,046 +73%
GAM
318
Gotham Asset Management
New York
$2.72M -$425K -1,919 -14%
BIA
319
Beacon Investment Advisors
Maryland
$2.69M +$1.77K +8 +0.1%
NIMI
320
Natixis Investment Managers International
France
$2.68M +$8.86K +40 +0.3%
MME
321
Meag Munich Ergo
Germany
$2.64M
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$2.6M -$66.4K -300 -3%
NIM
323
NEOS Investment Management
Connecticut
$2.58M +$550K +2,483 +29%
SI
324
Symmetry Investments
Jersey
$2.55M +$2.45M +11,049 New
GC
325
Guggenheim Capital
Illinois
$2.52M -$5.04M -22,766 -68%

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.