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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
AIM
526
Anchor Investment Management
South Carolina
$3.79K – – –
LPP
527
Life Planning Partners
Florida
$3.79K – – –
CMP
528
Coston McIsaac & Partners
Maine
$3K – – –
GWSG
529
GPS Wealth Strategies Group
Colorado
$3K – – –
PCA
530
Providence Capital Advisors
North Carolina
$3K – – –
QC
531
Quent Capital
New York
$3K – – –
JWA
532
JFS Wealth Advisors
Pennsylvania
$3K +$3.4K +84 New
AF
533
Advisornet Financial
Minnesota
$2K -$203 -5 -8%
CCA
534
Column Capital Advisors
Indiana
$2K – – –
JWM
535
Janiczek Wealth Management
Colorado
$2K – – –
SC
536
Sierra Capital
Florida
$2K – – –
SFO
537
Standard Family Office
South Dakota
$2K – – –
TH
538
TCTC Holdings
Texas
$2K – – –
SC
539
Schubert & Co
Texas
$2K +$1.46K +36 +150%
CAL
540
Capital Advisors Ltd
Ohio
$2K +$2.15K +53 New
CA
541
Crewe Advisors
Utah
$2K +$2.35K +58 New
SC
542
Stephens Consulting
Michigan
$1.55K – – –
ASBI
543
American State Bank (Iowa)
Iowa
$1.52K – – –
LF
544
Lee Financial
Texas
$1K -$729 -18 -42%
CA
545
Centerpoint Advisors
Massachusetts
$1K – – –
First Manhattan
546
First Manhattan
New York
$1K – – –
GCS
547
Gordian Capital (Singapore)
Singapore
$1K – – –
KSWA
548
Kathleen S. Wright Associates
Pennsylvania
$1K – – –
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
MA
550
MCF Advisors
Kentucky
$1K – – –
20 21
22
23 24

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.