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Royal Caribbean
RCL

646 hedge funds and large institutions have $14.4B invested in Royal Caribbean in 2021 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

4% more funds holding

Funds holding: 624 → 646 (+22)

4% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.58B

2% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 203

0.7% more ownership

Funds ownership: 73.14% → 73.83% (+0.7%)

13% less capital invested

Capital invested by funds: $16.5B → $14.4B (-$2.1B)

Holders
646
Holders Change
+22
Holders Change %
+3.53%
% of All Funds
9.94%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
106
Increased
207
Reduced
203
Closed
75
Calls
$1.63B
Puts
$1.58B
Net Calls
+$57.4M
Net Calls Change
+$559M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$158M
2
JP Morgan Chase
JP Morgan Chase
New York
+$71.8M
3
Capital International Investors
Capital International Investors
California
+$59.7M
4
CCM
Candlestick Capital Management
Connecticut
+$57.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$155M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$145M
3
N
Nuveen
North Carolina
-$44.4M
4
Citigroup
Citigroup
New York
-$38.9M
5
CCP
Clough Capital Partners
Massachusetts
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
601
FSC Wealth Advisors
New York
$5K +$4.87K +60 New
SFO
602
Standard Family Office
South Dakota
$5K +$5.77K +71 New
JWM
603
Janiczek Wealth Management
Colorado
$4K – – –
TH
604
TCTC Holdings
Texas
$4K – – –
TWM
605
Tradition Wealth Management
Minnesota
$4K – – –
QC
606
Quent Capital
New York
$4K +$3.9K +48 New
FFWM
607
Future Financial Wealth Management
Ohio
$4K +$4.06K +50 New
SC
608
Stephens Consulting
Michigan
$3.77K +$3.98K +49 New
ASBI
609
American State Bank (Iowa)
Iowa
$3.08K – – –
COCM
610
Charter Oak Capital Management
New Hampshire
$3K – – –
First Manhattan
611
First Manhattan
New York
$3K – – –
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
LWANC
613
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
Bank Julius Baer & Co
614
Bank Julius Baer & Co
Switzerland
$3K +$244 +3 +9%
NF
615
Norwood Financial
Pennsylvania
$3K +$2.84K +35 New
CA
616
Centerpoint Advisors
Massachusetts
$3K +$3.01K +37 New
SC
617
Sierra Capital
Florida
$3K +$3.25K +40 New
BIA
618
Bell Investment Advisors
California
$2K -$1.87K -23 -52%
CI Investments Inc
619
CI Investments Inc
Ontario, Canada
$2K – – –
PK
620
Pflug Koory
Nebraska
$2K – – –
JWA
621
JFS Wealth Advisors
Pennsylvania
$2K +$2.11K +26 New
SSB
622
Sandy Spring Bank
Maryland
$2K +$2.19K +27 New
HH
623
HWG Holdings
Texas
$2K +$2.36K +29 New
KSWA
624
Kathleen S. Wright Associates
Pennsylvania
$2K +$2.44K +30 New
VRS
625
Virginia Retirement Systems
Virginia
$1.36K +$1.44M +17,700 New
23 24
25
26 27

RCL Hedge Fund Activity: Q4 2021 in Review

646 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2021, worth a combined $14.4B — down 13% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new RCL positions and 75 closed out — a net gain of 31 holders — while 207 added to existing stakes and 203 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $158M. The largest seller was Capital Research Global Investors, cutting an estimated $155M.

  • 646 institutional investors held Royal Caribbean (RCL) as of Q4 2021, up from 624 in Q3 2021.
  • Funds reported $14.4B of Royal Caribbean stock for Q4 2021, down 13% quarter-over-quarter.
  • 106 funds opened new Royal Caribbean positions in Q4 2021 and 75 closed out, a net change of +31 holders.
  • The largest Royal Caribbean buyer in Q4 2021 was Neuberger Berman Group, an estimated $158M added.
  • The largest Royal Caribbean seller in Q4 2021 was Capital Research Global Investors, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2021.