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Royal Caribbean

732 hedge funds and large institutions have $18.5B invested in Royal Caribbean in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 228

1.29% more ownership

Funds ownership: 76.81%78.11% (+1.3%)

3% less funds holding

Funds holding: 753732 (-21)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.87B)

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $3.39B

Holders
732
Holders Change
-21
Holders Change %
-2.79%
% of All Funds
11.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
266
Reduced
228
Closed
99
Calls
$1.44B
Puts
$3.39B
Net Calls
-$1.96B
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
Arkadios Wealth Advisors
Georgia
$307K +$334K +3,332 New
BL
452
Balentine LLC
Georgia
$304K +$1.2K +12 +0.4%
CCI
453
Credit Capital Investments
New Jersey
$302K +$328K +3,277 New
NA
454
NewEdge Advisors
Louisiana
$295K -$116K -1,155 -26%
VFA
455
Valeo Financial Advisors
Indiana
$293K -$2K -20 -0.6%
GVAG
456
Great Valley Advisor Group
Delaware
$288K +$44.5K +444 +17%
RDFA
457
Ritter Daniher Financial Advisory
Ohio
$287K
AGA
458
Accuvest Global Advisors
Utah
$286K -$105K -1,044 -25%
Bessemer Group
459
Bessemer Group
New Jersey
$286K +$6.51K +65 +2%
EI
460
Ethic Inc
New York
$284K -$337K -3,360 -52%
PWS
461
Precision Wealth Strategies
Missouri
$281K +$306K +3,052 New
CP
462
Covenant Partners
Tennessee
$278K
CK
463
Cohen Klingenstein
New York
$276K
LA
464
Latitude Advisors
Florida
$275K
SWP
465
Stratos Wealth Partners
Ohio
$272K -$62.1K -620 -17%
PCS
466
Personal CFO Solutions
New Jersey
$271K +$401 +4 +0.1%
GCP
467
Garda Capital Partners
Minnesota
$268K +$291K +2,910 New
LWM
468
Laidlaw Wealth Management
New York
$267K +$290K +2,899 New
VanEck Associates
469
VanEck Associates
New York
$263K -$31K -309 -10%
MC
470
Machina Capital
France
$259K -$407K -4,060 -59%
MYAM
471
Meiji Yasuda Asset Management
Japan
$251K +$26.2K +262 +11%
AWS
472
Atria Wealth Solutions
New York
$251K -$72.3K -722 -21%
MNBTD
473
Moody National Bank Trust Division
Texas
$250K +$14.3K +143 +6%
AIP
474
Ameritas Investment Partners
Nebraska
$249K
OAM
475
Occidental Asset Management
California
$249K

RCL Hedge Fund Activity: Q3 2023 in Review

732 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2023, worth a combined $18.5B — down 9.2% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of RCL and 86 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 266 added.

The largest buyer was Capital Research Global Investors, adding an estimated $127M. The largest seller was Two Sigma Investments, cutting an estimated $127M.

  • 732 institutional investors held Royal Caribbean (RCL) as of Q3 2023, down from 753 in Q2 2023.
  • Funds reported $18.5B of Royal Caribbean stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2023 and 99 closed out, a net change of -13 holders.
  • The largest Royal Caribbean buyer in Q3 2023 was Capital Research Global Investors, an estimated $127M added.
  • The largest Royal Caribbean seller in Q3 2023 was Two Sigma Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.