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Royal Caribbean

948 hedge funds and large institutions have $37.3B invested in Royal Caribbean in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 333 increasing their positions, 330 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $33.8B → $37.3B (+$3.44B)

4% more funds holding

Funds holding: 909948 (+39)

1% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 330

0.76% less ownership

Funds ownership: 82.45%81.69% (-0.76%)

20% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.29B

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
948
Holders Change
+39
Holders Change %
+4.29%
% of All Funds
13.61%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
132
Increased
333
Reduced
330
Closed
84
Calls
$1.83B
Puts
$2.29B
Net Calls
-$454M
Net Calls Change
-$439M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
51
Nissay Asset Management
Japan
$68.1M +$36.1M +223,035 +139%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$67.1M -$888K -5,477 -1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$64.2M -$912K -5,629 -2%
National Pension Service
54
National Pension Service
South Korea
$64.2M -$1.11M -6,831 -2%
SC
55
Shellback Capital
Massachusetts
$63.4M +$27.1M +167,500 +88%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$63.1M +$4.58M +28,293 +9%
Citigroup
57
Citigroup
New York
$59.8M -$6.38M -39,352 -10%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$58.5M -$64.7M -399,143 -55%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$58.4M -$10.8M -66,790 -17%
SCM
60
Silvant Capital Management
Georgia
$55.6M -$98K -605 -0.2%
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$53.2M -$42.1M -260,037 -46%
American Century Companies
62
American Century Companies
Missouri
$51.7M +$4.71M +29,078 +11%
WCM
63
Wedge Capital Management
North Carolina
$51.3M +$1.18M +7,298 +3%
Principal Financial Group
64
Principal Financial Group
Iowa
$50.2M -$13.5M -83,394 -23%
Ameriprise
65
Ameriprise
Minnesota
$49.8M -$761K -4,699 -2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$49.6M +$1.21M +7,471 +3%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$46.2M -$2.71M -16,699 -6%
PA
68
Pinnacle Associates
New York
$45.7M +$524K +3,235 +0.9%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$45.7M -$3.27M -20,167 -7%
ERSOT
70
Employees Retirement System of Texas
Texas
$44.3M +$40.5M +250,000 New
NCA
71
Newbrook Capital Advisors
New York
$42.2M -$2.31M -14,275 -6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$41.1M -$815K -5,030 -2%
First Trust Advisors
73
First Trust Advisors
Illinois
$41.1M -$9.5M -58,624 -20%
JCM
74
Junto Capital Management
New York
$40.3M -$65.9M -406,767 -64%
FACM
75
Forest Avenue Capital Management
Florida
$40.1M +$995K +6,140 +3%

RCL Hedge Fund Activity: Q3 2024 in Review

948 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2024, worth a combined $37.3B — up 10% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new RCL positions and 84 closed out — a net gain of 48 holders — while 333 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, adding an estimated $492M. The largest seller was DZ Bank, cutting an estimated $422M.

  • 948 institutional investors held Royal Caribbean (RCL) as of Q3 2024, up from 909 in Q2 2024.
  • Funds reported $37.3B of Royal Caribbean stock for Q3 2024, up 10% quarter-over-quarter.
  • 132 funds opened new Royal Caribbean positions in Q3 2024 and 84 closed out, a net change of +48 holders.
  • The largest Royal Caribbean buyer in Q3 2024 was Capital World Investors, an estimated $492M added.
  • The largest Royal Caribbean seller in Q3 2024 was DZ Bank, an estimated $422M sold.

Based on aggregated 13F filings for Q3 2024.