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Royal Caribbean

1,038 hedge funds and large institutions have $49.7B invested in Royal Caribbean in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 378 increasing their positions, 318 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 81

33% more capital invested

Capital invested by funds: $37.3B → $49.7B (+$12.5B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 318

9% more funds holding

Funds holding: 9481,038 (+90)

2.16% less ownership

Funds ownership: 81.69%79.53% (-2.2%)

37% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.76B

Holders
1,038
Holders Change
+90
Holders Change %
+9.49%
% of All Funds
13.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
190
Increased
378
Reduced
318
Closed
81
Calls
$1.74B
Puts
$2.76B
Net Calls
-$1.02B
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Cornerstone Wealth Management
Missouri
$416K +$1.55K +7 +0.4%
AFA
627
American Financial Advisors
Georgia
$416K -$21.5K -97 -5%
CFG
628
Citizens Financial Group
Rhode Island
$415K +$398K +1,798 New
GRP
629
Global Retirement Partners
California
$409K -$59.1K -267 -13%
OAM
630
Ostrum Asset Management
France
$407K -$16.4K -74 -4%
FAIM
631
Financial Advocates Investment Management
Washington
$406K +$390K +1,761 New
PAM
632
Panagora Asset Management
Massachusetts
$406K -$597K -2,697 -61%
SWM
633
SilverOak Wealth Management
Minnesota
$405K
ACA
634
Aptus Capital Advisors
Alabama
$404K +$24.4K +110 +7%
SHFP
635
Second Half Financial Partners
Florida
$403K -$6.64K -30 -2%
SEIA
636
Signature Estate & Investment Advisors
California
$403K -$33K -149 -8%
AA
637
Advisory Alpha
Michigan
$401K +$58.9K +266 +18%
EWA
638
EverSource Wealth Advisors
Alabama
$396K +$41.6K +188 +12%
SA
639
Sovran Advisors
California
$395K +$381K +1,721 New
DC
640
Davenport & Co
Virginia
$391K -$8.41K -38 -2%
JSW
641
Journey Strategic Wealth
New Jersey
$388K -$4.87K -22 -1%
KOCAA
642
Knights of Columbus Asset Advisors
Connecticut
$388K +$372K +1,680 New
CGL
643
Clarius Group LLC
Washington
$387K +$78.6K +355 +27%
AC
644
ASB Consultores
Florida
$386K
RBWA
645
RFG - Bristol Wealth Advisors
Massachusetts
$385K +$370K +1,670 New
SGI
646
Summit Global Investments
Utah
$382K +$367K +1,657 New
TCM
647
Tributary Capital Management
Nebraska
$382K -$166K -750 -31%
Empower Advisory Group
648
Empower Advisory Group
Colorado
$380K -$23.7K -107 -6%
FCG
649
Fielder Capital Group
Tennessee
$374K -$2.21K -10 -0.6%
YCG
650
Yeomans Consulting Group
Georgia
$374K +$359K +1,621 New

RCL Hedge Fund Activity: Q4 2024 in Review

1,038 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2024, worth a combined $49.7B — up 33% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new RCL positions and 81 closed out — a net gain of 109 holders — while 378 added to existing stakes and 318 trimmed.

The largest buyer was Vanguard Group, adding an estimated $458M. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 1,038 institutional investors held Royal Caribbean (RCL) as of Q4 2024, up from 948 in Q3 2024.
  • Funds reported $49.7B of Royal Caribbean stock for Q4 2024, up 33% quarter-over-quarter.
  • 190 funds opened new Royal Caribbean positions in Q4 2024 and 81 closed out, a net change of +109 holders.
  • The largest Royal Caribbean buyer in Q4 2024 was Vanguard Group, an estimated $458M added.
  • The largest Royal Caribbean seller in Q4 2024 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q4 2024.