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Royal Caribbean

732 hedge funds and large institutions have $18.5B invested in Royal Caribbean in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 228 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 228

1.29% more ownership

Funds ownership: 76.81%78.11% (+1.3%)

3% less funds holding

Funds holding: 753732 (-21)

9% less capital invested

Capital invested by funds: $20.3B → $18.5B (-$1.87B)

13% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 99

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $3.39B

Holders
732
Holders Change
-21
Holders Change %
-2.79%
% of All Funds
11.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
266
Reduced
228
Closed
99
Calls
$1.44B
Puts
$3.39B
Net Calls
-$1.96B
Net Calls Change
+$404M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
626
Bartlett & Co
Ohio
$18K
HT
627
Headlands Technologies
Illinois
$16.9K +$18.3K +183 New
PCA
628
Providence Capital Advisors
North Carolina
$16.1K
TAM
629
Tucker Asset Management
Colorado
$16.1K +$10K +100 +133%
QC
630
Quent Capital
New York
$15.7K
WIM
631
Westside Investment Management
California
$15.7K
HCP
632
Hexagon Capital Partners
Arkansas
$15.4K +$7.61K +76 +84%
FCT
633
First Community Trust
Iowa
$14.5K
Legacy Financial Group (Iowa)
634
Legacy Financial Group (Iowa)
Iowa
$14.1K +$15.3K +153 New
C
635
Covestor
United Kingdom
$14K -$12.5K -125 -45%
HIA
636
Harbor Investment Advisory
Maryland
$13.8K
LWANC
637
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K +$11.5K +115 +329%
AWM
638
Abound Wealth Management
Tennessee
$13.7K -$23.7K -237 -61%
VF
639
VitalStone Financial
Texas
$13K -$200 -2 -1%
TSWM
640
Tyler-Stone Wealth Management
Ohio
$13K
PWMG
641
Prestige Wealth Management Group
New Jersey
$13K +$301 +3 +2%
JGIA
642
Jackson Grant Investment Advisers
Connecticut
$12.5K
APC
643
Aspire Private Capital
North Carolina
$12.4K
PFA
644
Pathway Financial Advisers
Indiana
$12.3K +$13.3K +133 New
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$12.2K
BFEC
646
Benjamin F. Edwards & Company
Missouri
$12K -$3K -30 -19%
ST
647
Smithfield Trust
Pennsylvania
$12K
AW
648
Avion Wealth
Texas
$12K +$501 +5 +4%
IWP
649
IAG Wealth Partners
Wisconsin
$11.7K
OLVIG
650
Oliver Lagore Vanvalin Investment Group
Michigan
$11.5K

RCL Hedge Fund Activity: Q3 2023 in Review

732 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2023, worth a combined $18.5B — down 9.2% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of RCL and 86 opened new positions — a net loss of 13 holders — while 228 trimmed existing stakes and 266 added.

The largest buyer was Capital Research Global Investors, adding an estimated $127M. The largest seller was Two Sigma Investments, cutting an estimated $127M.

  • 732 institutional investors held Royal Caribbean (RCL) as of Q3 2023, down from 753 in Q2 2023.
  • Funds reported $18.5B of Royal Caribbean stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 86 funds opened new Royal Caribbean positions in Q3 2023 and 99 closed out, a net change of -13 holders.
  • The largest Royal Caribbean buyer in Q3 2023 was Capital Research Global Investors, an estimated $127M added.
  • The largest Royal Caribbean seller in Q3 2023 was Two Sigma Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2023.