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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
AFS
476
Annapolis Financial Services
Maryland
$8K – – –
AAP
477
Arax Advisory Partners
Colorado
$8K – – –
BC
478
Bartlett & Co
Ohio
$8K – – –
KFI
479
Key Financial Inc
Pennsylvania
$8K – – –
ST
480
Smithfield Trust
Pennsylvania
$8K – – –
BCWM
481
Bartlett & Co Wealth Management
Ohio
$7.58K – – –
CQS
482
Credential Qtrade Securities
$7.58K – – –
EWM
483
Endurance Wealth Management
Rhode Island
$7K – – –
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.22K +30 +19%
HIA
485
Harbor Investment Advisory
Maryland
$6K -$1.05K -26 -15%
AW
486
Avion Wealth
Texas
$5K -$6.81K -168 -55%
FCT
487
First Community Trust
Iowa
$5K -$5.27K -130 -50%
APC
488
Aspire Private Capital
North Carolina
$5K – – –
CSB
489
City State Bank
Iowa
$5K – – –
IWP
490
IAG Wealth Partners
Wisconsin
$5K – – –
POIA
491
Pin Oak Investment Advisors
Texas
$5K – – –
TSWM
492
Tyler-Stone Wealth Management
Ohio
$5K – – –
BFEC
493
Benjamin F. Edwards & Company
Missouri
$5K +$405 +10 +8%
CAL
494
Capital Analysts LLC
Pennsylvania
$5K +$1.18K +29 +29%
PP
495
PFS Partners
New Jersey
$4.36K – – –
WWP
496
WR Wealth Planners
Missouri
$4.09K -$405 -10 -8%
BBHC
497
Brown Brothers Harriman & Co
New York
$4K -$33.9K -836 -88%
ADL
498
Asset Dedication LLC
California
$4K – – –
CA
499
Clearstead Advisors
Ohio
$4K – – –
CTB
500
Country Trust Bank
Illinois
$4K – – –
18 19
20
21 22

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.