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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
IIA
701
IPG Investment Advisors
California
$308K -$101K -456 -26%
BFM
702
Boothbay Fund Management
New York
$307K -$9.35M -42,207 -97%
FHC
703
First Heartland Consultants
Missouri
$306K +$4.43K +20 +2%
FWM
704
Finer Wealth Management
Massachusetts
$304K
HGERS
705
Householder Group Estate & Retirement Specialist
Arizona
$304K +$135K +610 +86%
DC
706
Diametric Capital
Massachusetts
$303K -$538K -2,429 -65%
BJL
707
Brighton Jones LLC
Washington
$303K +$31.7K +143 +12%
PCP
708
Proficio Capital Partners
Massachusetts
$302K +$289K +1,307 New
SO
709
Sierra Ocean
California
$297K +$285K +1,288 New
VA
710
Valmark Advisers
Ohio
$296K -$14.6K -66 -5%
LWA
711
Lantern Wealth Advisors
New York
$294K -$22.8K -103 -7%
GIA
712
Gladstone Institutional Advisory
Florida
$294K -$590K -2,665 -68%
SAF
713
Smith Anglin Financial
Texas
$290K -$21.9K -99 -7%
ORG
714
Optimist Retirement Group
Washington
$290K -$58K -262 -17%
AO
715
Advisor OS
Illinois
$285K +$18.4K +83 +7%
QWP
716
Quotient Wealth Partners
Texas
$282K +$271K +1,222 New
CCMG
717
Clark Capital Management Group
Pennsylvania
$281K
LC
718
Lindbrook Capital
California
$280K +$1.55K +7 +0.6%
LBC
719
Leigh Baldwin & Co
New York
$279K +$268K +1,210 New
CFG
720
Cooper Financial Group
California
$277K +$266K +1,199 New
Los Angeles Capital Management
721
Los Angeles Capital Management
California
$276K
WAM
722
WNY Asset Management
New York
$276K
LGA
723
Lebenthal Global Advisors
New York
$276K +$265K +1,195 New
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$275K +$14.8K +67 +6%
C
725
Certuity
Florida
$272K +$261K +1,180 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.