We are live on ! Find out more
RCL icon

Royal Caribbean

568 hedge funds and large institutions have $6.39B invested in Royal Caribbean in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

4.16% less ownership

Funds ownership: 75.46%71.3% (-4.2%)

11% less call options, than puts

Call options by funds: $706M | Put options by funds: $790M

17% less funds holding

Funds holding: 681568 (-113)

60% less capital invested

Capital invested by funds: $16.1B → $6.39B (-$9.69B)

67% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 157

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
568
Holders Change
-113
Holders Change %
-16.59%
% of All Funds
9.57%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
192
Reduced
191
Closed
157
Calls
$706M
Puts
$790M
Net Calls
-$83.9M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
401
Creative Financial Designs
Indiana
$24K
HFM
402
Hartford Financial Management
Connecticut
$24K
OIA
403
Optimum Investment Advisors
Illinois
$24K
WT
404
Washington Trust
Rhode Island
$24K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$24K +$7.65K +123 +22%
KIG
406
Kessler Investment Group
Indiana
$24K +$12.4K +200 +100%
HI
407
Harbour Investments
Wisconsin
$23K +$41.7K +670 New
MAM
408
Meeder Asset Management
Ohio
$22K -$37.8K -608 -47%
NMG
409
New Millennium Group
Utah
$22K +$38.9K +625 New
TFA
410
Toth Financial Advisory
Virginia
$21K -$1.55K -25 -4%
SIS
411
Sound Income Strategies
Florida
$21K
TAM
412
Tucker Asset Management
Colorado
$20.6K +$24.9K +400 +211%
LJHT
413
Laurie J. Hall Trustee
$20K
BTI
414
Blue Trust Inc
Georgia
$20K +$14.3K +230 New
ODG
415
O'Dell Group
Ohio
$19K -$124 -2 -0.4%
FHA
416
First Horizon Advisors
Tennessee
$19K +$17.7K +285 +101%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$19K +$20.9K +336 +171%
TPCW
418
TD Private Client Wealth
New York
$18K -$5.04K -81 -14%
BAM
419
Baldrige Asset Management
Pennsylvania
$18K
PMFA
420
Plante Moran Financial Advisors
Michigan
$17K +$8.15K +131 +36%
BHWM
421
Beaird Harris Wealth Management
Texas
$17K +$9.52K +153 +48%
VCM
422
Vigilant Capital Management
Maine
$17K +$31.2K +501 New
NFSG
423
Newbridge Financial Services Group
Florida
$16K -$373 -6 -1%
DRS
424
Deane Retirement Strategies
Louisiana
$16K
SSG
425
Summit Securities Group
New York
$16K +$23.5K +378 +411%

RCL Hedge Fund Activity: Q2 2022 in Review

568 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2022, worth a combined $6.39B — down 60% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of RCL and 52 opened new positions — a net loss of 105 holders — while 191 trimmed existing stakes and 192 added.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Credit Agricole, exiting entirely with an estimated $407M sold.

  • 568 institutional investors held Royal Caribbean (RCL) as of Q2 2022, down from 681 in Q1 2022.
  • Funds reported $6.39B of Royal Caribbean stock for Q2 2022, down 60% quarter-over-quarter.
  • 52 funds opened new Royal Caribbean positions in Q2 2022 and 157 closed out, a net change of -105 holders.
  • The largest Royal Caribbean buyer in Q2 2022 was Morgan Stanley, an estimated $98.1M added.
  • The largest Royal Caribbean seller in Q2 2022 was Credit Agricole, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2022.