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Royal Caribbean

568 hedge funds and large institutions have $6.39B invested in Royal Caribbean in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

4.16% less ownership

Funds ownership: 75.46%71.3% (-4.2%)

11% less call options, than puts

Call options by funds: $706M | Put options by funds: $790M

17% less funds holding

Funds holding: 681568 (-113)

60% less capital invested

Capital invested by funds: $16.1B → $6.39B (-$9.69B)

67% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 157

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
568
Holders Change
-113
Holders Change %
-16.59%
% of All Funds
9.57%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
192
Reduced
191
Closed
157
Calls
$706M
Puts
$790M
Net Calls
-$83.9M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
476
Tyler-Stone Wealth Management
Ohio
$5K
PCG
477
Private Capital Group
Connecticut
$5K +$1.99K +32 +32%
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$5K +$3.23K +52 +51%
AW
479
ACG Wealth
Georgia
$5K +$8.59K +138 New
WWP
480
WR Wealth Planners
Missouri
$4.12K
SWA
481
Sutton Wealth Advisors
Florida
$4.08K -$1.18K -19 -14%
PP
482
PFS Partners
New Jersey
$4.01K
KA
483
Kozak & Associates
Colorado
$4K -$62 -1 -1%
AIP
484
Ahrens Investment Partners
Louisiana
$4K
ADL
485
Asset Dedication LLC
California
$4K
CSB
486
City State Bank
Iowa
$4K
CA
487
Clearstead Advisors
Ohio
$4K
FEG
488
Financial Enhancement Group
Indiana
$4K
IWP
489
IAG Wealth Partners
Wisconsin
$4K
POIA
490
Pin Oak Investment Advisors
Texas
$4K
TCM
491
Tradewinds Capital Management
Washington
$4K
BFEC
492
Benjamin F. Edwards & Company
Missouri
$4K +$498 +8 +7%
FWA
493
FSC Wealth Advisors
New York
$4K +$2.61K +42 +70%
RIM
494
Rockbridge Investment Management
New York
$3.67K
AIM
495
Anchor Investment Management
South Carolina
$3.49K
GIA
496
Goodwin Investment Advisory
Georgia
$3.49K
KFS
497
Kelly Financial Services
Massachusetts
$3.49K
WTA
498
Washington Trust Advisors
Massachusetts
$3K -$31.8K -511 -84%
EW
499
Evoke Wealth
California
$3K -$8.21K -132 -62%
SCA
500
Stonebridge Capital Advisors
Minnesota
$3K -$5.6K -90 -47%

RCL Hedge Fund Activity: Q2 2022 in Review

568 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2022, worth a combined $6.39B — down 60% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of RCL and 52 opened new positions — a net loss of 105 holders — while 191 trimmed existing stakes and 192 added.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Credit Agricole, exiting entirely with an estimated $407M sold.

  • 568 institutional investors held Royal Caribbean (RCL) as of Q2 2022, down from 681 in Q1 2022.
  • Funds reported $6.39B of Royal Caribbean stock for Q2 2022, down 60% quarter-over-quarter.
  • 52 funds opened new Royal Caribbean positions in Q2 2022 and 157 closed out, a net change of -105 holders.
  • The largest Royal Caribbean buyer in Q2 2022 was Morgan Stanley, an estimated $98.1M added.
  • The largest Royal Caribbean seller in Q2 2022 was Credit Agricole, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2022.