Royal Caribbean
618 hedge funds and large institutions have $15.6B invested in Royal Caribbean in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 214 increasing their positions, 231 reducing their positions, and 101 closing their positions.
113% more call options, than puts
Call options by funds: $316M | Put options by funds: $148M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.13% less ownership
Funds ownership: 71.49% → 71.36% (-0.13%)
7% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 231
4% less funds holding
Funds holding: 642 → 618 (-24)
14% less capital invested
Capital invested by funds: $18.1B → $15.6B (-$2.5B)
20% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$169M |
| 2 |
VAM
Vontobel Asset Management
New York
|
+$121M |
| 3 |
D.E. Shaw & Co
New York
|
+$96.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$85.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$189M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$156M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$111M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$80.9M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$75.5M |
RCL Hedge Fund Activity: Q2 2018 in Review
618 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2018, worth a combined $15.6B — down 14% from $18.1B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of RCL and 81 opened new positions — a net loss of 20 holders — while 231 trimmed existing stakes and 214 added.
The largest buyer was Citadel Advisors, adding an estimated $169M. The largest seller was AQR Capital Management, cutting an estimated $189M.
- 618 institutional investors held Royal Caribbean (RCL) as of Q2 2018, down from 642 in Q1 2018.
- Funds reported $15.6B of Royal Caribbean stock for Q2 2018, down 14% quarter-over-quarter.
- 81 funds opened new Royal Caribbean positions in Q2 2018 and 101 closed out, a net change of -20 holders.
- The largest Royal Caribbean buyer in Q2 2018 was Citadel Advisors, an estimated $169M added.
- The largest Royal Caribbean seller in Q2 2018 was AQR Capital Management, an estimated $189M sold.
Based on aggregated 13F filings for Q2 2018.