We are live on ! Find out more
RCL icon

Royal Caribbean

568 hedge funds and large institutions have $6.39B invested in Royal Caribbean in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

4.16% less ownership

Funds ownership: 75.46%71.3% (-4.2%)

11% less call options, than puts

Call options by funds: $706M | Put options by funds: $790M

17% less funds holding

Funds holding: 681568 (-113)

60% less capital invested

Capital invested by funds: $16.1B → $6.39B (-$9.69B)

67% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 157

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
568
Holders Change
-113
Holders Change %
-16.59%
% of All Funds
9.57%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
52
Increased
192
Reduced
191
Closed
157
Calls
$706M
Puts
$790M
Net Calls
-$83.9M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
676
Legacy Advisors
Pennsylvania
-$203K -2,427 Closed
CT
677
Coastline Trust
Rhode Island
-$201K -2,405 Closed
BJL
678
Brighton Jones LLC
Washington
-$200K -2,393 Closed
RFC
679
Regions Financial Corp
Alabama
-$200K -2,392 Closed
AWE
680
Avidian Wealth Enterprises
Texas
-$200K -2,391 Closed
BAMF
681
BI Asset Management Fondsmaeglerselskab
Denmark
-$129K -1,537 Closed
LOAMU
682
Lombard Odier Asset Management (USA)
New York
-$95.5K -1,535 Closed
CF
683
Centaurus Financial
California
-$126K -1,499 Closed
Koshinski Asset Management
684
Koshinski Asset Management
Illinois
-$87.6K -1,046 Closed
WWM
685
Wolff Wiese Magana
California
-$69K -824 Closed
MSE
686
MUFG Securities EMEA
United Kingdom
-$50K -596 Closed
FAG
687
Fortitude Advisory Group
Washington
-$47K -566 Closed
NIC
688
Northwest Investment Counselors
Oregon
-$46K -550 Closed
LWMNY
689
Landmark Wealth Management (New York)
New York
-$500 -500 Closed
T
690
TCWP
Ohio
-$37K -447 Closed
GAM
691
Gemmer Asset Management
California
-$30K -362 Closed
CAGAS
692
Capital Advisory Group Advisory Services
Minnesota
-$29K -350 Closed
BFC
693
Bedel Financial Consulting
Indiana
-$24K -291 Closed
DFCM
694
Dark Forest Capital Management
Puerto Rico
-$17.2K -277 -99%
RTC
695
Riverview Trust Company
Washington
-$17K -203 Closed
DWMG
696
DB Wealth Management Group
California
-$14K -172 Closed
TFO
697
Tarbox Family Office
California
-$13K -161 Closed
WAM
698
WFA Asset Management
Wisconsin
-$12.6K -150 Closed
CB
699
CNB Bank
Pennsylvania
-$8K -100 Closed
JWA
700
JFS Wealth Advisors
Pennsylvania
-$6K -67 Closed

RCL Hedge Fund Activity: Q2 2022 in Review

568 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2022, worth a combined $6.39B — down 60% from $16.1B a quarter earlier.

Sellers outnumbered buyers: 157 funds closed out of RCL and 52 opened new positions — a net loss of 105 holders — while 191 trimmed existing stakes and 192 added.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Credit Agricole, exiting entirely with an estimated $407M sold.

  • 568 institutional investors held Royal Caribbean (RCL) as of Q2 2022, down from 681 in Q1 2022.
  • Funds reported $6.39B of Royal Caribbean stock for Q2 2022, down 60% quarter-over-quarter.
  • 52 funds opened new Royal Caribbean positions in Q2 2022 and 157 closed out, a net change of -105 holders.
  • The largest Royal Caribbean buyer in Q2 2022 was Morgan Stanley, an estimated $98.1M added.
  • The largest Royal Caribbean seller in Q2 2022 was Credit Agricole, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2022.