Royal Caribbean
636 hedge funds and large institutions have $18.9B invested in Royal Caribbean in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 243 increasing their positions, 204 reducing their positions, and 41 closing their positions.
176% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 41
19% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 204
12% more funds holding
Funds holding: 567 → 636 (+69)
11% more call options, than puts
Call options by funds: $322M | Put options by funds: $290M
1% more capital invested
Capital invested by funds: $18.8B → $18.9B (+$170M)
0.87% more ownership
Funds ownership: 73.62% → 74.49% (+0.87%)
31% less funds holding in top 10
Funds holding in top 10: 16 → 11 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$367M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$146M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$124M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$63.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$285M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$222M |
| 3 |
Primecap Management
Pasadena,
California
|
-$124M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$112M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$72.9M |
RCL Hedge Fund Activity: Q4 2017 in Review
636 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2017, worth a combined $18.9B — up 0.9% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new RCL positions and 41 closed out — a net gain of 72 holders — while 243 added to existing stakes and 204 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $367M. The largest seller was JP Morgan Chase, cutting an estimated $285M.
- 636 institutional investors held Royal Caribbean (RCL) as of Q4 2017, up from 567 in Q3 2017.
- Funds reported $18.9B of Royal Caribbean stock for Q4 2017, up 0.9% quarter-over-quarter.
- 113 funds opened new Royal Caribbean positions in Q4 2017 and 41 closed out, a net change of +72 holders.
- The largest Royal Caribbean buyer in Q4 2017 was Fidelity Investments, an estimated $367M added.
- The largest Royal Caribbean seller in Q4 2017 was JP Morgan Chase, an estimated $285M sold.
Based on aggregated 13F filings for Q4 2017.