Royal Caribbean
674 hedge funds and large institutions have $14.4B invested in Royal Caribbean in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 271 increasing their positions, 167 reducing their positions, and 86 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
62% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 167
40% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 86
25% more capital invested
Capital invested by funds: $11.6B → $14.4B (+$2.86B)
4% more funds holding
Funds holding: 648 → 674 (+26)
1.56% less ownership
Funds ownership: 68.02% → 66.46% (-1.6%)
25% less call options, than puts
Call options by funds: $707M | Put options by funds: $945M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
+$400M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$242M |
| 3 |
JP Morgan Chase
New York
|
+$215M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$204M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$183M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$377M |
| 2 |
Morgan Stanley
New York
|
-$45.4M |
| 3 |
SRFM
Shannon River Fund Management
New York
|
-$45.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$44.5M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$37.1M |
RCL Hedge Fund Activity: Q1 2021 in Review
674 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q1 2021, worth a combined $14.4B — up 25% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new RCL positions and 86 closed out — a net gain of 34 holders — while 271 added to existing stakes and 167 trimmed.
The largest buyer was Credit Agricole, adding an estimated $400M. The largest seller was Fidelity Investments, cutting an estimated $377M.
- 674 institutional investors held Royal Caribbean (RCL) as of Q1 2021, up from 648 in Q4 2020.
- Funds reported $14.4B of Royal Caribbean stock for Q1 2021, up 25% quarter-over-quarter.
- 120 funds opened new Royal Caribbean positions in Q1 2021 and 86 closed out, a net change of +34 holders.
- The largest Royal Caribbean buyer in Q1 2021 was Credit Agricole, an estimated $400M added.
- The largest Royal Caribbean seller in Q1 2021 was Fidelity Investments, an estimated $377M sold.
Based on aggregated 13F filings for Q1 2021.