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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
SFS
351
Sowell Financial Services
Arkansas
$170K +$22.6K +500 +17%
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$166K -$155K -3,430 -51%
AII
353
AGF Investments Inc
Ontario, Canada
$165K -$13.7K -303 -8%
SF
354
Synovus Financial
Georgia
$160K -$125K -2,769 -47%
BCV
355
Banque Cantonale Vaudoise
Switzerland
$142K
AIP
356
Ameritas Investment Partners
Nebraska
$141K
WAM
357
Wolverine Asset Management
Illinois
$140K +$126K +2,793 New
EWA
358
Evolution Wealth Advisors
Florida
$139K +$15.9K +351 +15%
TRCT
359
Tower Research Capital (TRC)
New York
$135K -$1.15M -25,324 -90%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$133K -$95.8K -2,116 -44%
RE
361
RBC Europe
United Kingdom
$129K +$136 +3 +0.1%
GFPC
362
Global Financial Private Client
Florida
$129K -$4.71K -104 -4%
AWM
363
Apollon Wealth Management
South Carolina
$111K +$100K +2,209 New
EI
364
Ellevest Inc
New York
$110K -$1.81K -40 -2%
QI
365
QS Investors
New York
$110K
GRP
366
Global Retirement Partners
California
$110K +$73.4K +1,623 +285%
LFG
367
Larson Financial Group
Missouri
$104K +$28.5K +630 +44%
AA
368
Ancora Advisors
Ohio
$103K -$138K -3,050 -60%
PA
369
Perennial Advisors
New York
$91K +$81.5K +1,800 New
RG
370
Retirement Group
California
$91K +$81.9K +1,810 New
WC
371
Wexford Capital
Florida
$91K +$82.3K +1,818 New
S
372
SignatureFD
Georgia
$85K -$132K -2,912 -63%
GWMIA
373
Global Wealth Management Investment Advisory
Florida
$85K -$13.3K -293 -15%
EDRH
374
Edmond de Rothschild Holding
Switzerland
$84K +$3.62K +80 +5%
FHA
375
Flagship Harbor Advisors
Massachusetts
$77K -$115K -2,542 -62%

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.