Royal Caribbean
567 hedge funds and large institutions have $18.8B invested in Royal Caribbean in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 219 increasing their positions, 190 reducing their positions, and 50 closing their positions.
72% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 50
15% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 190
10% more capital invested
Capital invested by funds: $17B → $18.8B (+$1.78B)
5% more funds holding
Funds holding: 540 → 567 (+27)
1.32% more ownership
Funds ownership: 72.3% → 73.62% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
55% less call options, than puts
Call options by funds: $226M | Put options by funds: $508M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$203M |
| 2 |
Goldman Sachs
New York
|
+$146M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$101M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$98.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$93.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$198M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$125M |
| 3 |
JP Morgan Chase
New York
|
-$103M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$96.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$74.6M |
RCL Hedge Fund Activity: Q3 2017 in Review
567 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2017, worth a combined $18.8B — up 10% from $17B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new RCL positions and 50 closed out — a net gain of 36 holders — while 219 added to existing stakes and 190 trimmed.
The largest buyer was Ameriprise, adding an estimated $203M. The largest seller was Baillie Gifford & Co, cutting an estimated $198M.
- 567 institutional investors held Royal Caribbean (RCL) as of Q3 2017, up from 540 in Q2 2017.
- Funds reported $18.8B of Royal Caribbean stock for Q3 2017, up 10% quarter-over-quarter.
- 86 funds opened new Royal Caribbean positions in Q3 2017 and 50 closed out, a net change of +36 holders.
- The largest Royal Caribbean buyer in Q3 2017 was Ameriprise, an estimated $203M added.
- The largest Royal Caribbean seller in Q3 2017 was Baillie Gifford & Co, an estimated $198M sold.
Based on aggregated 13F filings for Q3 2017.