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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
PAG
326
Private Advisory Group
Washington
$240K -$118K -2,610 -35%
LIA
327
LS Investment Advisors
Michigan
$240K -$5.38K -119 -2%
BA
328
Bridgewater Associates
Connecticut
$240K +$216K +4,769 New
TCM
329
Teza Capital Management
Illinois
$238K +$214K +4,735 New
CWM
330
Cornerstone Wealth Management
Missouri
$236K +$212K +4,690 New
MTIM
331
Marathon Trading Investment Management
Pennsylvania
$236K +$213K +4,702 New
SWIG
332
Strategic Wealth Investment Group
Kentucky
$233K +$210K +4,635 New
MC
333
Moors & Cabot
Massachusetts
$232K +$206K +4,560 New
SWP
334
Stratos Wealth Partners
Ohio
$221K +$199K +4,394 New
IRC
335
Investors Research Corp
Georgia
$220K
DC
336
Davenport & Co
Virginia
$216K +$195K +4,300 New
CU
337
CQS (US)
New York
$214K +$192K +4,250 New
BC
338
Burney Company
Virginia
$213K -$150K -3,305 -44%
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$212K +$191K +4,223 New
BPC
340
Banque Pictet & Cie
Switzerland
$210K -$6.47M -143,070 -97%
CCP
341
Corient Capital Partners
California
$207K +$187K +4,123 New
LBD
342
Landsberg Bennett & Dubbaneh
Florida
$205K +$185K +4,078 New
IRF
343
IBM Retirement Fund
New York
$201K +$181K +3,998 New
SLWS
344
Swaine & Leidel Wealth Services
Florida
$200K +$180K +3,978 New
IA
345
IFP Advisors
Florida
$199K +$103K +2,279 +141%
RIM
346
Rampart Investment Management
Connecticut
$190K +$111K +2,458 +186%
MA
347
Modus Advisors
Minnesota
$188K +$169K +3,735 New
SPIA
348
Steward Partners Investment Advisory
New York
$185K +$24K +530 +17%
VI
349
Vestcor Inc
New Brunswick, Canada
$184K -$543 -12 -0.3%
GWM
350
Geneos Wealth Management
Colorado
$180K +$88.3K +1,952 +100%

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.