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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
Mackenzie Financial
626
Mackenzie Financial
Ontario, Canada
– -$630K -16,631 Closed
CCM
627
Chimera Capital Management
New York
– -$800K -15,260 Closed
NWMG
628
National Wealth Management Group
Ohio
– -$484K -12,783 Closed
PAG
629
Private Advisor Group
New Jersey
– -$457K -12,049 Closed
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
– -$390K -10,314 Closed
LSAG
631
Lake Street Advisors Group
New Hampshire
– -$381K -10,060 Closed
SM
632
Skaana Management
New York
– -$456K -8,700 Closed
IIA
633
IPG Investment Advisors
California
– -$315K -8,303 Closed
IAA
634
Independent Advisor Alliance
North Carolina
– -$314K -8,289 Closed
MF
635
Magnetar Financial
Illinois
– -$303K -8,000 Closed
PP
636
Patten & Patten
Tennessee
– -$284K -7,490 Closed
UCFA
637
United Capital Financial Advisors
Texas
– -$281K -7,419 Closed
ALAM
638
Asahi Life Asset Management
Japan
– -$253K -6,680 Closed
TCM
639
Teza Capital Management
Illinois
– -$253K -6,666 Closed
KWM
640
Kingsview Wealth Management
Oregon
– -$248K -6,544 Closed
PWP
641
Pursue Wealth Partners
California
– -$244K -6,434 Closed
HVIA
642
Hudson Valley Investment Advisors
New York
– -$235K -6,192 Closed
FFM
643
Forum Financial Management
Illinois
– -$205K -5,419 Closed
GWS
644
Glassman Wealth Services
Virginia
– -$79K -2,082 Closed
ECU
645
Eisler Capital (UK)
United Kingdom
– -$76K -2,017 Closed
CL
646
COWA LLC
Oklahoma
– -$53K -1,400 Closed
HI
647
Hudock Inc
Pennsylvania
– -$40K -1,079 Closed
OIA
648
Optimum Investment Advisors
Illinois
– -$27K -700 Closed
MAM
649
Meeder Asset Management
Ohio
– -$22K -624 Closed
EC
650
Elequin Capital
New York
– -$22K -579 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.