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Royal Caribbean

1,038 hedge funds and large institutions have $49.7B invested in Royal Caribbean in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 378 increasing their positions, 318 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 81

33% more capital invested

Capital invested by funds: $37.3B → $49.7B (+$12.5B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 318

9% more funds holding

Funds holding: 9481,038 (+90)

2.16% less ownership

Funds ownership: 81.69%79.53% (-2.2%)

37% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.76B

Holders
1,038
Holders Change
+90
Holders Change %
+9.49%
% of All Funds
13.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
190
Increased
378
Reduced
318
Closed
81
Calls
$1.74B
Puts
$2.76B
Net Calls
-$1.02B
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
S
426
SignatureFD
Georgia
$1.21M -$216K -977 -16%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$1.18M -$48.3K -218 -4%
STA
428
Summit Trail Advisors
New York
$1.18M +$520K +2,347 +86%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$1.18M -$140K -633 -11%
VF
430
Virtu Financial
New York
$1.17M +$236K +1,064 +27%
MG
431
Marex Group
$1.17M -$1.19M -5,383 -52%
SFS
432
Security Financial Services
Indiana
$1.17M +$664 +3 +0.1%
PRS
433
Pinkerton Retirement Specialists
Idaho
$1.16M +$706K +3,190 +174%
UFF
434
USA Financial Formulas
Michigan
$1.15M -$420K -1,898 -28%
OIA
435
OneDigital Investment Advisors
Kansas
$1.14M -$1.16M -5,233 -51%
OIS
436
Okabena Investment Services
Minnesota
$1.14M +$345K +1,560 +46%
KIG
437
Kessler Investment Group
Indiana
$1.14M
LCM
438
Lunt Capital Management
Utah
$1.14M
MC
439
Moors & Cabot
Massachusetts
$1.13M -$53.1K -240 -5%
JWCA
440
J.W. Cole Advisors
Florida
$1.13M -$112K -506 -9%
GAM
441
Groupama Asset Management
France
$1.12M +$1.07M +4,819 New
WS
442
Wedbush Securities
California
$1.12M -$51.4K -232 -5%
BP
443
Ballentine Partners
Massachusetts
$1.1M +$16.8K +76 +2%
HMCP
444
Hook Mill Capital Partners
New York
$1.1M -$39.7M -179,427 -97%
JIC
445
Johnson Investment Counsel
Ohio
$1.09M +$52K +235 +5%
TWP
446
Tempus Wealth Planning
California
$1.09M -$44.3K -200 -4%
WA
447
Win Advisors
Florida
$1.08M +$1.04M +4,696 New
BEI
448
Benjamin Edwards Inc
Missouri
$1.07M +$4.43K +20 +0.4%
DFCM
449
Dark Forest Capital Management
Puerto Rico
$1.06M -$128K -578 -11%
AWM
450
Apollon Wealth Management
South Carolina
$1.05M +$126K +569 +14%

RCL Hedge Fund Activity: Q4 2024 in Review

1,038 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2024, worth a combined $49.7B — up 33% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new RCL positions and 81 closed out — a net gain of 109 holders — while 378 added to existing stakes and 318 trimmed.

The largest buyer was Vanguard Group, adding an estimated $458M. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 1,038 institutional investors held Royal Caribbean (RCL) as of Q4 2024, up from 948 in Q3 2024.
  • Funds reported $49.7B of Royal Caribbean stock for Q4 2024, up 33% quarter-over-quarter.
  • 190 funds opened new Royal Caribbean positions in Q4 2024 and 81 closed out, a net change of +109 holders.
  • The largest Royal Caribbean buyer in Q4 2024 was Vanguard Group, an estimated $458M added.
  • The largest Royal Caribbean seller in Q4 2024 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q4 2024.