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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
APA
376
American Portfolios Advisors
New York
$74.1K +$12.2K +270 +22%
CCM
377
Covington Capital Management
California
$70K
BFEC
378
Benjamin F. Edwards & Company
Missouri
$69K +$8.19K +181 +15%
MFT
379
Moisand Fitzgerald Tamayo
Florida
$68K -$2.81K -62 -4%
PA
380
Parallel Advisors
California
$65K +$10.5K +231 +22%
AF
381
Allworth Financial
California
$61K +$14.4K +319 +35%
TAIM
382
TD Ameritrade Investment Management
Nebraska
$61K +$54.8K +1,211 New
HI
383
Hudock Inc
Pennsylvania
$60K -$1.27K -28 -2%
HNB
384
Huntington National Bank
Ohio
$59K -$1.13K -25 -2%
APWM
385
Atlas Private Wealth Management
New York
$58K +$40.7K +900 +367%
FP
386
Financial Perspectives
Minnesota
$52.7K +$6.11K +135 +15%
WT
387
Whittier Trust
California
$52K -$235K -5,192 -83%
CIA
388
CSat Investment Advisory
Michigan
$52K +$18.9K +418 +67%
WR
389
Watson Rebecca
$50K +$45.3K +1,000 New
TPCW
390
TD Private Client Wealth
New York
$49.4K +$12.8K +283 +40%
CTC
391
Central Trust Company
Missouri
$49K -$669K -14,772 -94%
QCG
392
Quadrant Capital Group
Ohio
$46K +$27.5K +607 +194%
SWM
393
Sugarloaf Wealth Management
Georgia
$45K +$9.05K +200 +29%
OIA
394
Optimum Investment Advisors
Illinois
$42K +$4.21K +93 +12%
ZB
395
Zions Bancorporation
Utah
$35K +$14.9K +330 +92%
WT
396
Washington Trust
Rhode Island
$34K -$965K -21,328 -97%
OPS
397
Orion Portfolio Solutions
Nebraska
$34K +$12K +265 +66%
Daiwa Securities Group
398
Daiwa Securities Group
Japan
$32K
HFM
399
Hartford Financial Management
Connecticut
$32K
FCB
400
First Command Bank
Texas
$32K +$19.1K +422 +211%

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.