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Royal Caribbean

661 hedge funds and large institutions have $18.7B invested in Royal Caribbean in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 228 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 228

6% more capital invested

Capital invested by funds: $17.7B → $18.7B (+$1.01B)

5% more call options, than puts

Call options by funds: $237M | Put options by funds: $225M

0.06% less ownership

Funds ownership: 73.88%73.82% (-0.06%)

3% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 69

2% less funds holding

Funds holding: 674661 (-13)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
661
Holders Change
-13
Holders Change %
-1.93%
% of All Funds
14.36%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
67
Increased
263
Reduced
228
Closed
69
Calls
$237M
Puts
$225M
Net Calls
+$11.5M
Net Calls Change
+$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Semmax Financial Advisors
North Carolina
$17K -$595K -4,886 -97%
BWM
602
BerganKDV Wealth Management
Minnesota
$17K
MFT
603
Moisand Fitzgerald Tamayo
Florida
$16K
AIM
604
Advantage Investment Management
Iowa
$14K +$2.68K +22 +24%
GI
605
Gradient Investments
Minnesota
$14K +$14.5K +119 New
PCG
606
Private Capital Group
Connecticut
$13K -$130K -1,069 -89%
HFM
607
Hartford Financial Management
Connecticut
$13K
AIS
608
Accurate Investment Solutions
Pennsylvania
$12K
CAC
609
Certified Advisory Corp
Florida
$12K
DOA
610
D'Orazio & Associates
Virginia
$12K
FMP
611
Financial Management Professionals
Texas
$12K
MIM
612
Macroview Investment Management
Maryland
$12K
PCMK
613
Paragon Capital Management (Kansas)
Kansas
$12K
POIA
614
Pin Oak Investment Advisors
Texas
$12K
RFA
615
Reilly Financial Advisors
California
$12K
SFG
616
SevenBridge Financial Group
Pennsylvania
$12K
SWP
617
Strategic Wealth Partners
Ohio
$12K
LWM
618
Liberty Wealth Management
California
$12K +$122 +1 +1%
TFA
619
Toth Financial Advisory
Virginia
$12K +$122 +1 +1%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$12K +$9.26K +76 +330%
SCA
621
Stonebridge Capital Advisors
Minnesota
$12K +$12.2K +100 New
TPWA
622
TRUE Private Wealth Advisors
Oregon
$12K +$12.2K +100 New
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
ME
624
McIlrath & Eck
Washington
$11K
NFG
625
Next Financial Group
Texas
$11K

RCL Hedge Fund Activity: Q2 2019 in Review

661 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2019, worth a combined $18.7B — up 5.7% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of RCL and 67 opened new positions — a net loss of 2 holders — while 228 trimmed existing stakes and 263 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $365M. The largest seller was Fred Alger Management, cutting an estimated $161M.

  • 661 institutional investors held Royal Caribbean (RCL) as of Q2 2019, down from 674 in Q1 2019.
  • Funds reported $18.7B of Royal Caribbean stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 67 funds opened new Royal Caribbean positions in Q2 2019 and 69 closed out, a net change of -2 holders.
  • The largest Royal Caribbean buyer in Q2 2019 was Capital International Investors, an estimated $365M added.
  • The largest Royal Caribbean seller in Q2 2019 was Fred Alger Management, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2019.