We are live on ! Find out more
RCL icon

Royal Caribbean

645 hedge funds and large institutions have $19.7B invested in Royal Caribbean in 2018 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 216 increasing their positions, 249 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more funds holding in top 10

Funds holding in top 10: 923 (+14)

123% more call options, than puts

Call options by funds: $632M | Put options by funds: $284M

54% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 61

26% more capital invested

Capital invested by funds: $15.6B → $19.7B (+$4.08B)

4% more funds holding

Funds holding: 618645 (+27)

1.15% more ownership

Funds ownership: 71.36%72.51% (+1.2%)

13% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 249

Holders
645
Holders Change
+27
Holders Change %
+4.37%
% of All Funds
14.75%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.53%
New
94
Increased
216
Reduced
249
Closed
61
Calls
$632M
Puts
$284M
Net Calls
+$348M
Net Calls Change
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
626
Valeo Financial Advisors
Indiana
$5K
WWM
627
Willingdon Wealth Management
North Carolina
$5K
PG
628
Patten Group
Tennessee
$5K +$4.1K +35 New
AA
629
Ancora Advisors
Ohio
$5K +$4.22K +36 New
EFSCE
630
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
GAM
631
Gemmer Asset Management
California
$4K
OWA
632
One Wealth Advisors
California
$4K +$3.87K +33 New
FC
633
Ferris Capital
Massachusetts
$3K
CFGS
634
Concourse Financial Group Securities
Alabama
$3K +$2.46K +21 New
WTB
635
Washington Trust Bank
Washington
$3K +$2.7K +23 New
AC
636
Avestar Capital
New York
$2K
DWM
637
Destination Wealth Management
California
$2K
SWA
638
Sutton Wealth Advisors
Florida
$1.95K
ED
639
Exane Derivatives
France
$1.42K -$1.67M -14,223 -100%
TAIM
640
TD Ameritrade Investment Management
Nebraska
$1K -$117 -1 -8%
OTC
641
Opera Trading Capital
France
$1K
TFO
642
Tarbox Family Office
California
$1K
GWS
643
Glassman Wealth Services
Virginia
$1K +$352 +3 +50%
Fidelity International
644
Fidelity International
Bermuda
$1K +$938 +8 New
FRA
645
Front Row Advisors
California
$25 -$703 -6 -3%
Capital International Investors
646
Capital International Investors
California
-$85.5M -825,658 Closed
Nomura Holdings
647
Nomura Holdings
Japan
-$39.1M -377,133 Closed
SC
648
Shellback Capital
Massachusetts
-$32.7M -315,800 Closed
Jennison Associates
649
Jennison Associates
New York
-$30.7M -296,585 Closed
LCM
650
Laurion Capital Management
New York
-$17.7M -170,778 Closed

RCL Hedge Fund Activity: Q3 2018 in Review

645 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2018, worth a combined $19.7B — up 26% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new RCL positions and 61 closed out — a net gain of 33 holders — while 216 added to existing stakes and 249 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $174M. The largest seller was T. Rowe Price Associates, cutting an estimated $194M.

  • 645 institutional investors held Royal Caribbean (RCL) as of Q3 2018, up from 618 in Q2 2018.
  • Funds reported $19.7B of Royal Caribbean stock for Q3 2018, up 26% quarter-over-quarter.
  • 94 funds opened new Royal Caribbean positions in Q3 2018 and 61 closed out, a net change of +33 holders.
  • The largest Royal Caribbean buyer in Q3 2018 was Citadel Advisors, an estimated $174M added.
  • The largest Royal Caribbean seller in Q3 2018 was T. Rowe Price Associates, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2018.