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Royal Caribbean
RCL

575 hedge funds and large institutions have $7.01B invested in Royal Caribbean in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $6.39B → $7.01B (+$624M)

1.4% more ownership

Funds ownership: 71.3% → 72.7% (+1.4%)

1% more funds holding

Funds holding: 568 → 575 (+7)

2% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 193

33% less call options, than puts

Call options by funds: $614M | Put options by funds: $921M

Holders
575
Holders Change
+7
Holders Change %
+1.23%
% of All Funds
9.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
79
Increased
189
Reduced
193
Closed
62
Calls
$614M
Puts
$921M
Net Calls
-$307M
Net Calls Change
-$223M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$289M
2
Primecap Management
Primecap Management
California
+$63M
3
Man Group
Man Group
United Kingdom
+$50.1M
4
AI
Ariel Investments
Illinois
+$29.2M
5
SCM
Segantii Capital Management
Hong Kong
+$24.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$153M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$95.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$38.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$32.1M
5
PI
PEAK6 Investments
Illinois
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
451
BDO Wealth Advisors
Florida
$13K – – –
FF
452
FourThought Financial
Florida
$13K – – –
VNA
453
Valley National Advisers
Pennsylvania
$12K – – –
WT
454
Whittier Trust
California
$12K – – –
MCM
455
MV Capital Management
Maryland
$12K +$2.84K +70 +30%
WAM
456
Wolverine Asset Management
Illinois
$11K -$3.56M -87,803 -100%
CWA
457
Carolina Wealth Advisors
South Carolina
$11K – – –
CWM
458
Castle Wealth Management
Florida
$11K – – –
DIP
459
DT Investment Partners
Pennsylvania
$11K +$12.2K +300 New
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$11K +$12.2K +300 New
MCC
461
Money Concepts Capital
Florida
$10K -$81 -2 -0.8%
DWP
462
Destiny Wealth Partners
Florida
$10K – – –
BWM
463
BerganKDV Wealth Management
Minnesota
$10K +$1.82K +45 +21%
FMP
464
Financial Management Professionals
Texas
$10K +$2.35K +58 +30%
C
465
Covestor
United Kingdom
$10K +$10.1K +249 +8,300%
AWM
466
Abound Wealth Management
Tennessee
$9.93K +$10.6K +262 New
SWA
467
Sutton Wealth Advisors
Florida
$9.21K +$5.11K +126 +108%
TWA
468
TCI Wealth Advisors
Arizona
$9K +$162 +4 +2%
EW
469
Evoke Wealth
California
$9K +$5.92K +146 +180%
CM
470
Caption Management
Oklahoma
$9K +$9.07K +224 New
SSG
471
Summit Securities Group
New York
$8K -$10.3K -255 -54%
CWAF
472
Core Wealth Advisors (Florida)
Florida
$8K -$9.36K -231 -54%
KIG
473
Kessler Investment Group
Indiana
$8K -$8.1K -200 -50%
PWMG
474
Prestige Wealth Management Group
New Jersey
$8K -$2.67K -66 -25%
BTI
475
Blue Trust Inc
Georgia
$8K -$446 -11 -5%
17 18
19
20 21

RCL Hedge Fund Activity: Q3 2022 in Review

575 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2022, worth a combined $7.01B — up 9.8% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RCL positions and 62 closed out — a net gain of 17 holders — while 189 added to existing stakes and 193 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $289M. The largest seller was Capital World Investors, cutting an estimated $153M.

  • 575 institutional investors held Royal Caribbean (RCL) as of Q3 2022, up from 568 in Q2 2022.
  • Funds reported $7.01B of Royal Caribbean stock for Q3 2022, up 9.8% quarter-over-quarter.
  • 79 funds opened new Royal Caribbean positions in Q3 2022 and 62 closed out, a net change of +17 holders.
  • The largest Royal Caribbean buyer in Q3 2022 was Capital Research Global Investors, an estimated $289M added.
  • The largest Royal Caribbean seller in Q3 2022 was Capital World Investors, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2022.