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Royal Caribbean
RCL

608 hedge funds and large institutions have $9.23B invested in Royal Caribbean in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 63

32% more capital invested

Capital invested by funds: $7.01B → $9.23B (+$2.21B)

6% more funds holding

Funds holding: 575 → 608 (+33)

1.13% more ownership

Funds ownership: 72.7% → 73.83% (+1.1%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 196

53% less call options, than puts

Call options by funds: $760M | Put options by funds: $1.63B

Holders
608
Holders Change
+33
Holders Change %
+5.74%
% of All Funds
9.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
107
Increased
175
Reduced
196
Closed
63
Calls
$760M
Puts
$1.63B
Net Calls
-$866M
Net Calls Change
-$558M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$264M
2
Barclays
Barclays
United Kingdom
+$66M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$42.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$71M
2
Capital International Investors
Capital International Investors
California
-$37.3M
3
Morgan Stanley
Morgan Stanley
New York
-$31.6M
4
Goldman Sachs
Goldman Sachs
New York
-$27.8M
5
BlackRock
BlackRock
New York
-$27.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
526
North Star Investment Management
Illinois
$5.59K +$682 +13 +13%
MA
527
Montag & Associates
Georgia
$5.59K +$5.92K +113 New
WWP
528
WR Wealth Planners
Missouri
$5.34K – – –
BIA
529
Bell Investment Advisors
California
$5.14K – – –
CA
530
Clearstead Advisors
Ohio
$5.09K – – –
FWA
531
FSC Wealth Advisors
New York
$5.04K – – –
CAL
532
Capital Analysts LLC
Pennsylvania
$5K -$1.52K -29 -22%
AW
533
Avion Wealth
Texas
$5K – – –
CNBTD
534
Citizens National Bank Trust Department
Mississippi
$5K – – –
IBOK
535
Independence Bank of Kentucky
Kentucky
$5K – – –
KA
536
Kozak & Associates
Colorado
$5K – – –
JGIA
537
Jackson Grant Investment Advisers
Connecticut
$4.99K – – –
KFS
538
Kelly Financial Services
Massachusetts
$4.94K -$28.9K -551 -85%
AWM
539
Accel Wealth Management
Iowa
$4.94K – – –
AIM
540
Anchor Investment Management
South Carolina
$4.94K – – –
FWM
541
Focused Wealth Management
New York
$4.94K – – –
GCM
542
Gables Capital Management
Florida
$4.94K – – –
GIA
543
Goodwin Investment Advisory
Georgia
$4.94K – – –
IFAM
544
Institutional & Family Asset Management
Colorado
$4.94K – – –
ME
545
McIlrath & Eck
Washington
$4.94K – – –
OLVIG
546
Oliver Lagore Vanvalin Investment Group
Michigan
$4.94K – – –
RAM
547
Riggs Asset Management
Pennsylvania
$4.94K – – –
SL
548
Savior LLC
Massachusetts
$4.94K – – –
SCA
549
Stonebridge Capital Advisors
Minnesota
$4.94K – – –
WTA
550
Washington Trust Advisors
Massachusetts
$4.94K – – –
20 21
22
23 24

RCL Hedge Fund Activity: Q4 2022 in Review

608 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2022, worth a combined $9.23B — up 32% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new RCL positions and 63 closed out — a net gain of 44 holders — while 175 added to existing stakes and 196 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $264M. The largest seller was JP Morgan Chase, cutting an estimated $71M.

  • 608 institutional investors held Royal Caribbean (RCL) as of Q4 2022, up from 575 in Q3 2022.
  • Funds reported $9.23B of Royal Caribbean stock for Q4 2022, up 32% quarter-over-quarter.
  • 107 funds opened new Royal Caribbean positions in Q4 2022 and 63 closed out, a net change of +44 holders.
  • The largest Royal Caribbean buyer in Q4 2022 was Capital Research Global Investors, an estimated $264M added.
  • The largest Royal Caribbean seller in Q4 2022 was JP Morgan Chase, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2022.