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Royal Caribbean
RCL

575 hedge funds and large institutions have $7.01B invested in Royal Caribbean in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 193 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $6.39B → $7.01B (+$624M)

1.4% more ownership

Funds ownership: 71.3% → 72.7% (+1.4%)

1% more funds holding

Funds holding: 568 → 575 (+7)

2% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 193

33% less call options, than puts

Call options by funds: $614M | Put options by funds: $921M

Holders
575
Holders Change
+7
Holders Change %
+1.23%
% of All Funds
9.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
79
Increased
189
Reduced
193
Closed
62
Calls
$614M
Puts
$921M
Net Calls
-$307M
Net Calls Change
-$223M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$289M
2
Primecap Management
Primecap Management
California
+$63M
3
Man Group
Man Group
United Kingdom
+$50.1M
4
AI
Ariel Investments
Illinois
+$29.2M
5
SCM
Segantii Capital Management
Hong Kong
+$24.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$153M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$95.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$38.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$32.1M
5
PI
PEAK6 Investments
Illinois
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
601
Industrial Alliance Investment Management
Quebec, Canada
– -$33K -950 Closed
VCM
602
Vigilant Capital Management
Maine
– -$17K -501 Closed
CFO
603
CVA Family Office
Colorado
– -$15.8K -390 -98%
GKIM
604
GW&K Investment Management
Massachusetts
– -$11K -322 Closed
CI
605
CX Institutional
Indiana
– -$10K -302 Closed
1IA
606
1834 Investment Advisors
Wisconsin
– -$10K -290 Closed
AIM
607
Achmea Investment Management
Netherlands
– -$9K -257 Closed
CA
608
CoreCap Advisors
Michigan
– -$7K -208 Closed
OA
609
Operose Advisors
Wisconsin
– -$5K -140 Closed
AW
610
ACG Wealth
Georgia
– -$5K -138 Closed
CWP
611
Concord Wealth Partners
Virginia
– -$5K -131 Closed
AIP
612
Ahrens Investment Partners
Louisiana
– -$4K -125 Closed
RIM
613
Rockbridge Investment Management
New York
– -$3.67K -105 Closed
CHA
614
Carmichael Hill & Associates
Maryland
– -$3K -100 Closed
VRM
615
Vectors Research Management
New York
– -$3K -100 Closed
EI
616
Ellevest Inc
New York
– -$2K -49 Closed
SFG
617
Steward Financial Group
Texas
– -$1K -49 Closed
COCM
618
Charter Oak Capital Management
New Hampshire
– -$1K -40 Closed
AP
619
Arlington Partners
Alabama
– -$1K -33 Closed
HPC
620
HM Payson & Co
Maine
– -$1K -15 Closed
WA
621
WestEnd Advisors
North Carolina
– -$41 -1 -50%
WWM
622
Wolff Wiese Magana
California
– +$203 +5 New
DFCM
623
Dark Forest Capital Management
Puerto Rico
– +$243 +6 +150%
MWA
624
Moser Wealth Advisors
Washington
– +$243 +6 New
SIC
625
SJS Investment Consulting
Ohio
– +$365 +9 New
21 22 23 24
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RCL Hedge Fund Activity: Q3 2022 in Review

575 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2022, worth a combined $7.01B — up 9.8% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RCL positions and 62 closed out — a net gain of 17 holders — while 189 added to existing stakes and 193 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $289M. The largest seller was Capital World Investors, cutting an estimated $153M.

  • 575 institutional investors held Royal Caribbean (RCL) as of Q3 2022, up from 568 in Q2 2022.
  • Funds reported $7.01B of Royal Caribbean stock for Q3 2022, up 9.8% quarter-over-quarter.
  • 79 funds opened new Royal Caribbean positions in Q3 2022 and 62 closed out, a net change of +17 holders.
  • The largest Royal Caribbean buyer in Q3 2022 was Capital Research Global Investors, an estimated $289M added.
  • The largest Royal Caribbean seller in Q3 2022 was Capital World Investors, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2022.