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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
AWM
576
Activest Wealth Management
Florida
$45.7K -$10K -100 -17%
SWM
577
Sugarloaf Wealth Management
Georgia
$45.2K
CSWM
578
Cassady Schiller Wealth Management
Ohio
$44K
FFA
579
Farther Finance Advisors
California
$41.7K +$15.5K +155 +52%
DRS
580
Deane Retirement Strategies
Louisiana
$41.6K
AWM
581
Avior Wealth Management
Nebraska
$41.5K -$9.82K -98 -18%
JPWM
582
Jamison Private Wealth Management
Georgia
$40.1K +$43.6K +435 New
FP
583
Financial Perspectives
Minnesota
$39.2K
NFSG
584
Newbridge Financial Services Group
Florida
$38.9K +$10K +100 +31%
GEA
585
Glen Eagle Advisors
New Jersey
$38.5K
FRA
586
Front Row Advisors
California
$37.9K +$301 +3 +0.7%
TFA
587
Toth Financial Advisory
Virginia
$37.4K
1832 Asset Management
588
1832 Asset Management
Ontario, Canada
$36.9K -$9.68M -96,600 -100%
SL
589
Salomon & Ludwin
Virginia
$36.9K +$40.1K +400 New
CFD
590
Creative Financial Designs
Indiana
$36.8K
HMS
591
Hanseatic Management Services
New Mexico
$36K +$39.2K +391 New
BHWM
592
Beaird Harris Wealth Management
Texas
$35.7K -$8.61K -86 -18%
MCM
593
Manchester Capital Management
Vermont
$34.7K +$100 +1 +0.3%
GI
594
Gradient Investments
Minnesota
$34.6K
PMFA
595
Plante Moran Financial Advisors
Michigan
$34K
FMP
596
Financial Management Professionals
Texas
$31K
DJSG
597
D.J. St. Germain
Massachusetts
$30.4K +$13K +130 +65%
DMBA
598
Deseret Mutual Benefit Administrators
Utah
$29.7K -$21.2K -212 -40%
CAL
599
Capital Advisors Ltd
Ohio
$29K
MCM
600
MV Capital Management
Maryland
$28.8K -$301 -3 -0.9%

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.