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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
4WM
651
44 Wealth Management
Oregon
$372K -$17.5K -79 -5%
Millennium Management
652
Millennium Management
New York
$371K -$7.18M -32,435 -95%
DWM
653
Darwin Wealth Management
Florida
$370K -$22.4K -101 -6%
SMC
654
Smith, Moore & Co
Missouri
$365K +$350K +1,582 New
RA
655
RFG Advisory
Alabama
$362K -$45.6K -206 -12%
BCMLT
656
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K -$14.8K -67 -4%
TNBTD
657
Trustmark National Bank Trust Department
Mississippi
$361K +$93.7K +423 +37%
RLH
658
RD Lewis Holdings
Florida
$357K +$299K +1,349 New
MFT
659
Moisand Fitzgerald Tamayo
Florida
$355K
PCS
660
Personal CFO Solutions
New Jersey
$354K +$22.8K +103 +7%
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$354K -$140K -631 -29%
LFAS
662
Level Four Advisory Services
Texas
$353K -$50K -226 -13%
LWP
663
LMG Wealth Partners
Louisiana
$351K +$74K +334 +28%
PP
664
PDS Planning
Ohio
$351K
MMA
665
Miracle Mile Advisors
California
$348K +$1.55K +7 +0.5%
CAM
666
Cresset Asset Management
Illinois
$348K -$3.31M -14,935 -91%
WA
667
Waverly Advisors
Alabama
$348K +$334K +1,507 New
LIA
668
LBMC Investment Advisors
Tennessee
$346K
SIM
669
Sims Investment Management
Ohio
$346K +$332K +1,500 New
IC
670
Iconiq Capital
California
$342K +$327K +1,477 New
MHC
671
May Hill Capital
Massachusetts
$341K +$327K +1,477 New
GL
672
Graypoint LLC
New York
$337K +$20.6K +93 +7%
CCG
673
Catalina Capital Group
California
$337K +$2.88K +13 +0.9%
CA
674
Claro Advisors
Massachusetts
$337K +$324K +1,461 New
CSP
675
Cary Street Partners
Virginia
$333K +$319K +1,442 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.