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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
BWM
426
BerganKDV Wealth Management
Minnesota
$17K +$11K +244 +244%
GI
427
Gradient Investments
Minnesota
$16K -$2.04K -45 -12%
TFS
428
TrustCore Financial Services
Tennessee
$16K
1IA
429
1834 Investment Advisors
Wisconsin
$15K -$512K -11,314 -98%
IBOK
430
Independence Bank of Kentucky
Kentucky
$15K -$4.98K -110 -27%
ClearBridge Investments
431
ClearBridge Investments
New York
$15K
BG
432
Bollard Group
Massachusetts
$15K +$317 +7 +2%
LC
433
Lindbrook Capital
California
$15K +$11.4K +253 +649%
BFIM
434
Beese Fulmer Investment Management
Ohio
$15K +$13.6K +300 New
AWA
435
Arkadios Wealth Advisors
Georgia
$14.7K +$5.57K +123 +68%
MA
436
MUFG Americas
New York
$14K -$555K -12,268 -98%
BL
437
Balentine LLC
Georgia
$13K +$5.16K +114 +75%
ST
438
Smithfield Trust
Pennsylvania
$13K +$8.37K +185 +218%
GEA
439
Glen Eagle Advisors
New Jersey
$12.6K
CWA
440
Carolina Wealth Advisors
South Carolina
$12K
TWA
441
TCI Wealth Advisors
Arizona
$12K +$1.63K +36 +17%
FRA
442
Front Row Advisors
California
$11K -$181 -4 -2%
HIA
443
Harbor Investment Advisory
Maryland
$11K +$1.13K +25 +13%
CWM
444
Campbell Wealth Management
Virginia
$11K +$9.91K +219 New
KIG
445
Kessler Investment Group
Indiana
$10K
SFG
446
Sowa Financial Group
Rhode Island
$10K
SCA
447
Stonebridge Capital Advisors
Minnesota
$10K
SFPG
448
Stonebridge Financial Planning Group
Florida
$10K
CFD
449
Creative Financial Designs
Indiana
$10K +$453 +10 +5%
H
450
Hexavest
Quebec, Canada
$10K +$1.76K +39 +24%

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.