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Royal Caribbean

732 hedge funds and large institutions have $18.5B invested in Royal Caribbean in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 228

1.29% more ownership

Funds ownership: 76.81%78.11% (+1.3%)

3% less funds holding

Funds holding: 753732 (-21)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.87B)

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $3.39B

Holders
732
Holders Change
-21
Holders Change %
-2.79%
% of All Funds
11.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
266
Reduced
228
Closed
99
Calls
$1.44B
Puts
$3.39B
Net Calls
-$1.96B
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
376
Peapack-Gladstone Financial Corp
New Jersey
$568K -$5.81K -58 -0.9%
SMC
377
Smith, Moore & Co
Missouri
$564K -$2.81K -28 -0.5%
TWP
378
Tempus Wealth Planning
California
$559K -$30.1K -300 -5%
SC
379
Savant Capital
Illinois
$553K -$97.9K -977 -14%
WP
380
WealthSource Partners
California
$553K
PAM
381
Panagora Asset Management
Massachusetts
$550K +$2.9K +29 +0.5%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$546K -$84.6K -845 -12%
LCM
383
Landscape Capital Management
New Jersey
$538K -$44.6K -445 -7%
CA
384
Cetera Advisors
Colorado
$535K +$71.1K +710 +14%
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$528K -$12.3K -123 -2%
OC
386
Oppenheimer & Co
New York
$528K -$163K -1,625 -22%
HWM
387
HB Wealth Management
Georgia
$526K +$352K +3,519 +161%
BNP Paribas Asset Management
388
BNP Paribas Asset Management
France
$525K +$154K +1,541 +37%
MLM
389
Mount Lucas Management
Pennsylvania
$511K -$71.8K -717 -11%
BCM
390
Brookstone Capital Management
Illinois
$509K +$44.1K +440 +8%
GT
391
Glenmede Trust
Pennsylvania
$500K -$28.5K -285 -5%
DEA
392
DoubleLine ETF Adviser
Florida
$496K +$55.2K +551 +11%
Lido Advisors
393
Lido Advisors
California
$492K -$64.8K -647 -11%
EIP
394
Ellis Investment Partners
Pennsylvania
$491K +$533K +5,324 New
GT
395
Greenleaf Trust
Michigan
$490K -$15.2K -152 -3%
WPC
396
Wedmont Private Capital
Pennsylvania
$486K +$16.9K +169 +3%
CCM
397
Coldstream Capital Management
Washington
$484K -$9.82K -98 -2%
PAS
398
Park Avenue Securities
New York
$470K +$511K +5,097 New
MC
399
Moors & Cabot
Massachusetts
$469K -$118K -1,174 -19%
SFS
400
Security Financial Services
Indiana
$464K

RCL Hedge Fund Activity: Q3 2023 in Review

732 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2023, worth a combined $18.5B — down 9.2% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of RCL and 86 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 266 added.

The largest buyer was Capital Research Global Investors, adding an estimated $127M. The largest seller was Two Sigma Investments, cutting an estimated $127M.

  • 732 institutional investors held Royal Caribbean (RCL) as of Q3 2023, down from 753 in Q2 2023.
  • Funds reported $18.5B of Royal Caribbean stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2023 and 99 closed out, a net change of -13 holders.
  • The largest Royal Caribbean buyer in Q3 2023 was Capital Research Global Investors, an estimated $127M added.
  • The largest Royal Caribbean seller in Q3 2023 was Two Sigma Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.