Royal Caribbean
540 hedge funds and large institutions have $17B invested in Royal Caribbean in 2017 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 197 increasing their positions, 192 reducing their positions, and 40 closing their positions.
123% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 40
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
12% more capital invested
Capital invested by funds: $15.2B → $17B (+$1.84B)
9% more funds holding
Funds holding: 495 → 540 (+45)
10% more call options, than puts
Call options by funds: $279M | Put options by funds: $255M
3% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 192
0.41% more ownership
Funds ownership: 71.89% → 72.3% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$87.6M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$81.7M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$76.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$71.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$68.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 2 |
JP Morgan Chase
New York
|
-$111M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$85.2M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$84.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$83.3M |
RCL Hedge Fund Activity: Q2 2017 in Review
540 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2017, worth a combined $17B — up 12% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new RCL positions and 40 closed out — a net gain of 49 holders — while 197 added to existing stakes and 192 trimmed.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $87.6M. The largest seller was Fidelity Investments, cutting an estimated $111M.
- 540 institutional investors held Royal Caribbean (RCL) as of Q2 2017, up from 495 in Q1 2017.
- Funds reported $17B of Royal Caribbean stock for Q2 2017, up 12% quarter-over-quarter.
- 89 funds opened new Royal Caribbean positions in Q2 2017 and 40 closed out, a net change of +49 holders.
- The largest Royal Caribbean buyer in Q2 2017 was Scopus Asset Management, an estimated $87.6M added.
- The largest Royal Caribbean seller in Q2 2017 was Fidelity Investments, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2017.