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Royal Caribbean

646 hedge funds and large institutions have $14.4B invested in Royal Caribbean in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

4% more funds holding

Funds holding: 624646 (+22)

4% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.58B

2% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 203

0.7% more ownership

Funds ownership: 73.14%73.83% (+0.7%)

13% less capital invested

Capital invested by funds: $16.5B → $14.4B (-$2.1B)

Holders
646
Holders Change
+22
Holders Change %
+3.53%
% of All Funds
9.94%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
106
Increased
207
Reduced
203
Closed
75
Calls
$1.63B
Puts
$1.58B
Net Calls
+$57.4M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
BerganKDV Wealth Management
Minnesota
$16K -$162 -2 -0.9%
CAL
527
Capital Analysts LLC
Pennsylvania
$16K
CA
528
CoreCap Advisors
Michigan
$16K +$16.9K +208 New
CQS
529
Credential Qtrade Securities
$15.4K
AFS
530
Annapolis Financial Services
Maryland
$15K
AAP
531
Arax Advisory Partners
Colorado
$15K
EWM
532
Endurance Wealth Management
Rhode Island
$15K
FMP
533
Financial Management Professionals
Texas
$15K
KIG
534
Kessler Investment Group
Indiana
$15K
SFPG
535
Stonebridge Financial Planning Group
Florida
$15K
TAM
536
Tucker Asset Management
Colorado
$14.7K
HIA
537
Harbor Investment Advisory
Maryland
$14K
TFO
538
Tarbox Family Office
California
$14K
EI
539
Ellevest Inc
New York
$13K -$2.76K -34 -16%
EW
540
Evoke Wealth
California
$13K
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$13K +$6.17K +76 +78%
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3K -$2.96M -36,450 -19%
EWM
543
Edge Wealth Management
New York
$12K
SIAP
544
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
Jones Financial Companies
545
Jones Financial Companies
Missouri
$12K +$4.87K +60 +66%
JRFS
546
James Reed Financial Services
Ohio
$12K +$13.6K +167 New
WAM
547
WFA Asset Management
Wisconsin
$11.5K +$12.2K +150 New
VNA
548
Valley National Advisers
Pennsylvania
$11K
FHA
549
First Horizon Advisors
Tennessee
$11K +$406 +5 +3%
OA
550
Operose Advisors
Wisconsin
$11K +$11.4K +140 New

RCL Hedge Fund Activity: Q4 2021 in Review

646 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2021, worth a combined $14.4B — down 13% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new RCL positions and 75 closed out — a net gain of 31 holders — while 207 added to existing stakes and 203 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $158M. The largest seller was Capital Research Global Investors, cutting an estimated $155M.

  • 646 institutional investors held Royal Caribbean (RCL) as of Q4 2021, up from 624 in Q3 2021.
  • Funds reported $14.4B of Royal Caribbean stock for Q4 2021, down 13% quarter-over-quarter.
  • 106 funds opened new Royal Caribbean positions in Q4 2021 and 75 closed out, a net change of +31 holders.
  • The largest Royal Caribbean buyer in Q4 2021 was Neuberger Berman Group, an estimated $158M added.
  • The largest Royal Caribbean seller in Q4 2021 was Capital Research Global Investors, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2021.