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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$104M -$41.9K -189 -0%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$91.2M -$5.92M -26,742 -6%
Barclays
53
Barclays
United Kingdom
$89.1M -$73.8M -333,146 -46%
Mitsubishi UFJ Asset Management
54
Mitsubishi UFJ Asset Management
Japan
$88.7M +$7.05M +31,814 +9%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$86.2M -$14.7M -66,490 -15%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$84.6M -$2.57M -11,591 -3%
RG
57
Rathbones Group
United Kingdom
$81.7M +$77.9M +351,746 +15,633%
Caisse de Depot et Placement du Quebec (CDPQ)
58
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81M +$62.6M +282,571 +411%
SCM
59
Steadfast Capital Management
New York
$80M +$76.8M +346,900 New
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$79.7M -$3.59M -16,192 -4%
American Century Companies
61
American Century Companies
Missouri
$75.2M +$7.61M +34,343 +12%
Federated Hermes
62
Federated Hermes
Pennsylvania
$75M -$44.5M -201,010 -38%
SCM
63
Silvant Capital Management
Georgia
$72.1M -$62K -280 -0.1%
Citigroup
64
Citigroup
New York
$69.4M -$8.05M -36,371 -11%
NAM
65
Nissay Asset Management
Japan
$69.2M -$19.1M -86,270 -22%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$68.7M +$8.29M +37,421 +14%
Principal Financial Group
67
Principal Financial Group
Iowa
$67.1M +$1.71M +7,740 +3%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$66.4M +$39.8M +179,860 +167%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$62.5M -$70M -316,245 -54%
AllianceBernstein
70
AllianceBernstein
Tennessee
$62.4M -$1.96M -8,865 -3%
Ameriprise
71
Ameriprise
Minnesota
$61.5M -$3.28M -14,815 -5%
CIS
72
Capital International Sarl
California
$57.7M +$7.86M +35,492 +17%
ERSOT
73
Employees Retirement System of Texas
Texas
$57.7M
PA
74
Pinnacle Associates
New York
$57.4M -$23.1M -104,222 -30%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$54.1M +$523K +2,360 +1%

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.