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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
FIM
476
Freedom Investment Management
Connecticut
$248K +$270K +2,696 New
Capstone Investment Advisors
477
Capstone Investment Advisors
New York
$247K -$1.54M -15,352 -85%
SIA
478
Schechter Investment Advisors
Michigan
$244K -$39.9K -398 -13%
AWA
479
Arete Wealth Advisors
Illinois
$242K +$263K +2,627 New
GFPC
480
Global Financial Private Client
Florida
$236K
PWMAG
481
Pinnacle Wealth Management Advisory Group
New Jersey
$234K -$57.6K -575 -18%
TAM
482
Trust Asset Management
Texas
$234K
BW
483
BIP Wealth
Georgia
$232K
RWA
484
Redmont Wealth Advisors
Illinois
$232K
PWM
485
Perigon Wealth Management
California
$231K -$45.8K -457 -15%
VCA
486
Verdence Capital Advisors
Maryland
$231K +$251K +2,506 New
AWM
487
Apollon Wealth Management
South Carolina
$231K +$501 +5 +0.2%
FIA
488
Foundations Investment Advisors
Arizona
$230K +$42.6K +425 +20%
UCFA
489
United Capital Financial Advisors
Texas
$229K -$10K -100 -4%
JIC
490
Johnson Investment Counsel
Ohio
$229K
CI
491
Cigna Investments
Connecticut
$228K -$30.1K -300 -11%
HNB
492
Huntington National Bank
Ohio
$225K +$26.5K +265 +12%
AAS
493
Ameritas Advisory Services
Nebraska
$225K +$19.4K +194 +8%
TC
494
TownSquare Capital
Utah
$222K -$29K -290 -11%
PCIA
495
Prime Capital Investment Advisors
Kansas
$221K -$6.51K -65 -3%
CAM
496
Cozad Asset Management
Illinois
$221K +$240K +2,400 New
P
497
Pitcairn
Pennsylvania
$219K -$5.41K -54 -2%
SPC
498
Sigma Planning Corp
Michigan
$219K -$36.4K -363 -13%
SP
499
Symmetry Partners
Connecticut
$218K +$42.2K +421 +22%
AFA
500
American Financial Advisors
Georgia
$217K -$5.01K -50 -2%

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.