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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
WWMSC
651
Wagner Wealth Management (South Carolina)
South Carolina
– -$19K -496 Closed
ODG
652
O'Dell Group
Ohio
– -$15K -408 Closed
WAM
653
Wolverine Asset Management
Illinois
– -$15.7K -300 Closed
CWM
654
Castle Wealth Management
Florida
– -$11K -295 Closed
EW
655
Evoke Wealth
California
– -$9K -227 Closed
CM
656
Caption Management
Oklahoma
– -$11.7K -224 Closed
AFS
657
Annapolis Financial Services
Maryland
– -$8K -200 Closed
FEG
658
Financial Enhancement Group
Indiana
– -$4K -107 Closed
CTB
659
Country Trust Bank
Illinois
– -$4K -100 Closed
HR
660
Howe & Rusling
New York
– -$4K -100 Closed
SWM
661
Selective Wealth Management
Virginia
– -$4K -100 Closed
GWSG
662
GPS Wealth Strategies Group
Colorado
– -$3K -73 Closed
CA
663
Crewe Advisors
Utah
– -$2K -58 Closed
SFO
664
Standard Family Office
South Dakota
– -$2K -42 Closed
CFB
665
Cullen/Frost Bankers
Texas
– -$1K -37 Closed
KSWA
666
Kathleen S. Wright Associates
Pennsylvania
– -$1K -30 Closed
AIM
667
Axiom Investment Management
New York
– -$1K -23 Closed
CT
668
Cambridge Trust
Massachusetts
– -$1K -14 Closed
HWP
669
Highline Wealth Partners
California
– -$379 -10 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.