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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
FEG
501
Financial Enhancement Group
Indiana
$4K – – –
FWM
502
Focused Wealth Management
New York
$4K – – –
FWA
503
FSC Wealth Advisors
New York
$4K – – –
GCM
504
Gables Capital Management
Florida
$4K – – –
GIA
505
Goodwin Investment Advisory
Georgia
$4K – – –
HR
506
Howe & Rusling
New York
$4K – – –
IBOK
507
Independence Bank of Kentucky
Kentucky
$4K – – –
IFAM
508
Institutional & Family Asset Management
Colorado
$4K – – –
KA
509
Kozak & Associates
Colorado
$4K – – –
ME
510
McIlrath & Eck
Washington
$4K – – –
NSIM
511
North Star Investment Management
Illinois
$4K – – –
OLVIG
512
Oliver Lagore Vanvalin Investment Group
Michigan
$4K – – –
RAM
513
Riggs Asset Management
Pennsylvania
$4K – – –
SL
514
Savior LLC
Massachusetts
$4K – – –
SWM
515
Selective Wealth Management
Virginia
$4K – – –
SC
516
Siena Capital
Ohio
$4K – – –
SCA
517
Stonebridge Capital Advisors
Minnesota
$4K – – –
TCM
518
Tradewinds Capital Management
Washington
$4K – – –
WTA
519
Washington Trust Advisors
Massachusetts
$4K – – –
WAM
520
Worth Asset Management
Texas
$4K – – –
BIA
521
Bell Investment Advisors
California
$4K +$2.11K +52 +100%
AWM
522
Accel Wealth Management
Iowa
$4K +$4.05K +100 New
BAM
523
Bellevue Asset Management
Washington
$4K +$4.05K +100 New
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$4K +$4.05K +100 New
JGIA
525
Jackson Grant Investment Advisers
Connecticut
$4K +$4.09K +101 New
19 20
21
22 23

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.