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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
FDCC
676
Foster Dykema Cabot & Co
Massachusetts
$9K +$10K +100 New
JWA
677
JFS Wealth Advisors
Pennsylvania
$8.85K +$701 +7 +8%
SC
678
SouthState Corp
Florida
$8.29K +$9.02K +90 New
CMP
679
Coston McIsaac & Partners
Maine
$8K
GKIM
680
GW&K Investment Management
Massachusetts
$8K +$301 +3 +4%
SFG
681
Steward Financial Group
Texas
$8K +$9.52K +95 New
MIM
682
Macroview Investment Management
Maryland
$7.37K +$7.31K +73 +1,043%
VWM
683
Venturi Wealth Management
Texas
$7.09K +$1.1K +11 +17%
BTI
684
Blue Trust Inc
Georgia
$7K -$6.01K -60 -47%
BIA
685
Bell Investment Advisors
California
$6.91K -$2.3K -23 -23%
GWSG
686
GPS Wealth Strategies Group
Colorado
$6.73K
BBHC
687
Brown Brothers Harriman & Co
New York
$5.62K +$1.3K +13 +27%
TWM
688
Tradition Wealth Management
Minnesota
$5K
HBW
689
Hazlett, Burt & Watson
West Virginia
$5K +$5.01K +50 New
AF
690
Advisornet Financial
Minnesota
$4.61K -$3K -30 -38%
First Manhattan
691
First Manhattan
New York
$4.61K
RFG
692
RFP Financial Group
Georgia
$4.61K
TH
693
TCTC Holdings
Texas
$4.61K
JWM
694
Janiczek Wealth Management
Colorado
$4.36K
LF
695
Lee Financial
Texas
$4.33K
SC
696
Stephens Consulting
Michigan
$3.78K
ASBI
697
American State Bank (Iowa)
Iowa
$3.69K
NF
698
Norwood Financial
Pennsylvania
$3.22K
PVH
699
Psagot Value Holdings
Israel
$3K
CCA
700
Column Capital Advisors
Indiana
$2.86K -$601 -6 -16%

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.