We are live on ! Find out more
RCL icon

Royal Caribbean
RCL

608 hedge funds and large institutions have $9.23B invested in Royal Caribbean in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 63

32% more capital invested

Capital invested by funds: $7.01B → $9.23B (+$2.21B)

6% more funds holding

Funds holding: 575 → 608 (+33)

1.13% more ownership

Funds ownership: 72.7% → 73.83% (+1.1%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 196

53% less call options, than puts

Call options by funds: $760M | Put options by funds: $1.63B

Holders
608
Holders Change
+33
Holders Change %
+5.74%
% of All Funds
9.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
107
Increased
175
Reduced
196
Closed
63
Calls
$760M
Puts
$1.63B
Net Calls
-$866M
Net Calls Change
-$558M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$264M
2
Barclays
Barclays
United Kingdom
+$66M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$42.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$71M
2
Capital International Investors
Capital International Investors
California
-$37.3M
3
Morgan Stanley
Morgan Stanley
New York
-$31.6M
4
Goldman Sachs
Goldman Sachs
New York
-$27.8M
5
BlackRock
BlackRock
New York
-$27.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
601
Wolff Wiese Magana
California
$247 – – –
TWD
602
True Wealth Design
Ohio
$148 +$157 +3 New
BA
603
Bellwether Advisors
Nebraska
$98 – – –
TWP
604
TFO Wealth Partners
Ohio
$83 +$52 +1 New
DF
605
DecisionPoint Financial
Arizona
$50 +$52 +1 New
WA
606
WestEnd Advisors
North Carolina
$49 – – –
WIM
607
Westside Investment Management
California
$8 – – –
CMP
608
Coston McIsaac & Partners
Maine
$4 – – –
SCM
609
Segantii Capital Management
Hong Kong
– -$22.7M -600,000 Closed
Capital World Investors
610
Capital World Investors
California
– -$17.3M -456,000 Closed
WCP
611
Waterfront Capital Partners
New York
– -$9.28M -244,800 Closed
Calamos Advisors
612
Calamos Advisors
Illinois
– -$7.51M -198,035 Closed
SCM
613
Sirios Capital Management
Massachusetts
– -$6.03M -158,971 Closed
PP
614
Paloma Partners
Connecticut
– -$5.63M -148,600 Closed
TC
615
TwinBeech Capital
New York
– -$5.29M -139,454 Closed
JF
616
Jump Financial
Illinois
– -$4.41M -116,332 Closed
BC
617
Brookfield Corp
Ontario, Canada
– -$3.41M -90,009 Closed
Holocene Advisors
618
Holocene Advisors
New York
– -$1.94M -51,054 Closed
EGM
619
Engineers Gate Manager
New York
– -$1.48M -38,915 Closed
Twin Tree Management
620
Twin Tree Management
Texas
– -$1.85M -35,309 Closed
Two Sigma Advisers
621
Two Sigma Advisers
New York
– -$1.27M -33,600 Closed
Wellington Management Group
622
Wellington Management Group
Massachusetts
– -$1.13M -29,825 Closed
ACM
623
AlphaCrest Capital Management
New York
– -$1.03M -27,149 Closed
EP
624
Edgestream Partners
New Jersey
– -$960K -25,323 Closed
SSW
625
Stone Summit Wealth
Florida
– -$695K -18,321 Closed
23 24
25
26 27

RCL Hedge Fund Activity: Q4 2022 in Review

608 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2022, worth a combined $9.23B — up 32% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new RCL positions and 63 closed out — a net gain of 44 holders — while 175 added to existing stakes and 196 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $264M. The largest seller was JP Morgan Chase, cutting an estimated $71M.

  • 608 institutional investors held Royal Caribbean (RCL) as of Q4 2022, up from 575 in Q3 2022.
  • Funds reported $9.23B of Royal Caribbean stock for Q4 2022, up 32% quarter-over-quarter.
  • 107 funds opened new Royal Caribbean positions in Q4 2022 and 63 closed out, a net change of +44 holders.
  • The largest Royal Caribbean buyer in Q4 2022 was Capital Research Global Investors, an estimated $264M added.
  • The largest Royal Caribbean seller in Q4 2022 was JP Morgan Chase, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2022.