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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
FCFS
401
First Command Financial Services
Texas
$32K +$19.1K +422 +211%
VFA
402
Valeo Financial Advisors
Indiana
$31K -$6.34K -140 -19%
TFA
403
Toth Financial Advisory
Virginia
$29K +$5.61K +124 +27%
NIM
404
NuWave Investment Management
New Jersey
$28K -$41.8K -924 -63%
RA
405
Rational Advisors
New York
$28K +$25K +552 New
BCA
406
Berman Capital Advisors
Georgia
$27K +$10.7K +237 +75%
IA
407
IndexIQ Advisors
New York
$25K +$20.1K +445 +742%
CB
408
CNB Bank
Pennsylvania
$23K
DRS
409
Deane Retirement Strategies
Louisiana
$23K
SQA
410
Simon Quick Advisors
New Jersey
$23K +$407 +9 +2%
BWL
411
Bogart Wealth LLC
Virginia
$22K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$22K +$10.7K +236 +122%
FCM
413
Firestone Capital Management
Florida
$21K -$8.33K -184 -30%
GT
414
Glenmede Trust
Pennsylvania
$20K -$21.4K -472 -53%
CHA
415
Carmichael Hill & Associates
Maryland
$20K -$13.4K -297 -43%
GCM
416
Gables Capital Management
Florida
$20K -$9.59K -212 -34%
1832 Asset Management
417
1832 Asset Management
Ontario, Canada
$20K
HH
418
HWG Holdings
Texas
$20K +$18.1K +400 New
CWAF
419
Core Wealth Advisors (Florida)
Florida
$19K +$7.78K +172 +86%
WTC
420
WhitTier Trust Company
Nevada
$18K -$22.9K -506 -59%
CAGAS
421
Capital Advisory Group Advisory Services
Minnesota
$18K
SIAS
422
Shine Investment Advisory Services
Colorado
$18K
MAM
423
Meeder Asset Management
Ohio
$18K +$9.55K +211 +141%
GAM
424
Gemmer Asset Management
California
$18K +$12.9K +286 +376%
BWA
425
BDO Wealth Advisors
Florida
$17K +$226 +5 +2%

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.