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Royal Caribbean

568 hedge funds and large institutions have $6.39B invested in Royal Caribbean in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

4.16% less ownership

Funds ownership: 75.46%71.3% (-4.2%)

11% less call options, than puts

Call options by funds: $706M | Put options by funds: $790M

17% less funds holding

Funds holding: 681568 (-113)

60% less capital invested

Capital invested by funds: $16.1B → $6.39B (-$9.69B)

67% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 157

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
568
Holders Change
-113
Holders Change %
-16.59%
% of All Funds
9.57%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
192
Reduced
191
Closed
157
Calls
$706M
Puts
$790M
Net Calls
-$83.9M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
576
Engineers Gate Manager
New York
-$2.44M -29,137 Closed
Wealthfront Advisers
577
Wealthfront Advisers
California
-$2.32M -27,695 Closed
SG Americas Securities
578
SG Americas Securities
New York
-$2.2M -26,270 Closed
AAS
579
Annex Advisory Services
Wisconsin
-$2.12M -25,345 Closed
IECM
580
Intrinsic Edge Capital Management
Illinois
-$1.68M -20,000 Closed
AWA
581
AmeriServ Wealth Advisors
Pennsylvania
-$1.37M -16,372 Closed
ICM
582
IMS Capital Management
Oregon
-$1.28M -15,240 Closed
IIA
583
IPG Investment Advisors
California
-$1.27M -15,136 Closed
AWA
584
Aaron Wealth Advisors
Illinois
-$172K -14,410 Closed
BHCM
585
Boulder Hill Capital Management
New York
-$1.04M -12,400 Closed
BA
586
Bellwether Advisors
Nebraska
-$646K -10,379 -100%
AAM
587
Artha Asset Management
New Jersey
-$838K -10,000 Closed
BCM
588
Brasada Capital Management
Texas
-$838K -10,000 Closed
G
589
GenTrust
Florida
-$813K -9,700 Closed
LA
590
Latitude Advisors
Florida
-$681K -8,124 Closed
QCM
591
Quantinno Capital Management
New York
-$668K -7,969 Closed
VF
592
Vista Finance
Missouri
-$609K -7,270 Closed
KPWS
593
Kestra Private Wealth Services
Texas
-$549K -6,552 Closed
SCM
594
Stevens Capital Management
Pennsylvania
-$537K -6,407 Closed
SIA
595
Soltis Investment Advisors
Utah
-$533K -6,364 Closed
ACS
596
Archford Capital Strategies
Illinois
-$486K -5,825 Closed
IFG
597
Independent Financial Group
California
-$482K -5,750 Closed
BF
598
BOK Financial
Oklahoma
-$476K -5,680 Closed
MTIM
599
Marathon Trading Investment Management
Pennsylvania
-$352K -5,661 Closed
UFA
600
US Financial Advisors
Massachusetts
-$464K -5,533 Closed

RCL Hedge Fund Activity: Q2 2022 in Review

568 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2022, worth a combined $6.39B — down 60% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of RCL and 52 opened new positions — a net loss of 105 holders — while 191 trimmed existing stakes and 192 added.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Credit Agricole, exiting entirely with an estimated $407M sold.

  • 568 institutional investors held Royal Caribbean (RCL) as of Q2 2022, down from 681 in Q1 2022.
  • Funds reported $6.39B of Royal Caribbean stock for Q2 2022, down 60% quarter-over-quarter.
  • 52 funds opened new Royal Caribbean positions in Q2 2022 and 157 closed out, a net change of -105 holders.
  • The largest Royal Caribbean buyer in Q2 2022 was Morgan Stanley, an estimated $98.1M added.
  • The largest Royal Caribbean seller in Q2 2022 was Credit Agricole, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2022.