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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
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$10K +$853 +7 +10%
HR
627
Howe & Rusling
New York
$8K
LA
628
Legacy Advisors
Pennsylvania
$8K
BCA
629
Berman Capital Advisors
Georgia
$7K
TCOV
630
Trust Company of Vermont
Vermont
$7K
CI
631
CX Institutional
Indiana
$6K
EWM
632
Executive Wealth Management
Michigan
$6K
GWS
633
Glassman Wealth Services
Virginia
$6K
JWM
634
Janiczek Wealth Management
Colorado
$6K
VFA
635
Valeo Financial Advisors
Indiana
$6K
WB
636
Webster Bank
Connecticut
$5K
CWA
637
Clarus Wealth Advisors
Arizona
$5K +$5.12K +42 New
NCM
638
Next Capital Management
New York
$5K +$5.12K +42 New
FL
639
Fort LP
Maryland
$4K -$111K -910 -96%
VCM
640
Versant Capital Management
Arizona
$4K -$2.92K -24 -37%
GAM
641
Gemmer Asset Management
California
$4K
TI
642
Truehand Inc
New Hampshire
$4K
WCG
643
Weaver Consulting Group
California
$4K
WWM
644
Willingdon Wealth Management
North Carolina
$4K
TA
645
TCG Advisors
Texas
$4K +$4.26K +35 New
LGWM
646
Litman Gregory Wealth Management
California
$4K +$4.51K +37 New
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
EWA
648
Evolution Wealth Advisors
Florida
$3K +$3.41K +28 New
MWM
649
Meridian Wealth Management
Kentucky
$2.67K +$268K +2,200 New
TAIM
650
TD Ameritrade Investment Management
Nebraska
$2K -$2.19K -18 -53%

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.