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Royal Caribbean

732 hedge funds and large institutions have $18.5B invested in Royal Caribbean in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 228

1.29% more ownership

Funds ownership: 76.81%78.11% (+1.3%)

3% less funds holding

Funds holding: 753732 (-21)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.87B)

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $3.39B

Holders
732
Holders Change
-21
Holders Change %
-2.79%
% of All Funds
11.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
266
Reduced
228
Closed
99
Calls
$1.44B
Puts
$3.39B
Net Calls
-$1.96B
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
551
Castleview Partners
Texas
$81.3K -$42.2K -421 -32%
CTC
552
Central Trust Company
Missouri
$78.2K -$2.81K -28 -3%
PPWM
553
PFG Private Wealth Management
Florida
$76.5K +$83.1K +830 New
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$74.1K +$2.4K +24 +3%
SIS
555
Sound Income Strategies
Florida
$72.8K +$9.02K +90 +13%
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.3K
TPCW
557
TD Private Client Wealth
New York
$71.3K +$12.4K +124 +19%
FCAS
558
First Command Advisory Services
Texas
$71.1K +$77.3K +772 New
WT
559
Washington Trust
Rhode Island
$62.7K
EWA
560
EverSource Wealth Advisors
Alabama
$60.4K +$15.8K +158 +32%
CI Investments Inc
561
CI Investments Inc
Ontario, Canada
$59K +$33.2K +331 +106%
HFM
562
Hartford Financial Management
Connecticut
$58K
NMG
563
New Millennium Group
Utah
$57.6K
PTC
564
Private Trust Company
Ohio
$57.6K +$6.11K +61 +11%
FMB
565
Field & Main Bank
Kentucky
$57.6K -$2.5K -25 -4%
NS
566
NBC Securities
Alabama
$55K +$60.8K +607 New
MA
567
Montag & Associates
Georgia
$53.5K -$4.11K -41 -7%
HIIFS
568
Harel Insurance Investments & Financial Services
Israel
$51K
RCM
569
Raleigh Capital Management
North Carolina
$50.5K +$25.6K +256 +88%
HGERS
570
Householder Group Estate & Retirement Specialist
Arizona
$50.2K +$54.6K +545 New
CFB
571
Cullen/Frost Bankers
Texas
$49.5K +$50.1K +500 +1,351%
ZB
572
Zions Bancorporation
Utah
$46.8K -$601 -6 -1%
GBT
573
Grove Bank & Trust
Florida
$46.8K
BC
574
Barrett & Company
Rhode Island
$46.1K
HPC
575
HM Payson & Co
Maine
$46.1K +$50.1K +500 New

RCL Hedge Fund Activity: Q3 2023 in Review

732 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2023, worth a combined $18.5B — down 9.2% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of RCL and 86 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 266 added.

The largest buyer was Capital Research Global Investors, adding an estimated $127M. The largest seller was Two Sigma Investments, cutting an estimated $127M.

  • 732 institutional investors held Royal Caribbean (RCL) as of Q3 2023, down from 753 in Q2 2023.
  • Funds reported $18.5B of Royal Caribbean stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2023 and 99 closed out, a net change of -13 holders.
  • The largest Royal Caribbean buyer in Q3 2023 was Capital Research Global Investors, an estimated $127M added.
  • The largest Royal Caribbean seller in Q3 2023 was Two Sigma Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.