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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
VIA
751
Vident Investment Advisory
Georgia
-$1.64M -15,763 Closed
MFS
752
Mirabella Financial Services
United Kingdom
-$1.55M -14,976 Closed
KPF
753
K2 Principal Fund
Ontario, Canada
-$1.11M -11,100 Closed
Assenagon Asset Management
754
Assenagon Asset Management
Luxembourg
-$874K -8,427 Closed
CUAMC
755
China Universal Asset Management Company
China
-$867K -8,362 Closed
PCM
756
Pentwater Capital Management
Florida
-$830K -8,000 Closed
FF
757
Friedenthal Financial
New Jersey
-$753K -7,254 Closed
MA
758
Mutual Advisors
Nebraska
-$746K -7,188 Closed
SM
759
Sciencast Management
New Jersey
-$705K -6,847 Closed
TA
760
Tactive Advisors
Florida
-$698K -6,728 Closed
EFM
761
E Fund Management
China
-$679K -6,541 Closed
I
762
InceptionR
California
-$528K -5,090 Closed
AC
763
AXQ Capital
New Jersey
-$508K -4,900 Closed
SCM
764
Stevens Capital Management
Pennsylvania
-$493K -4,749 Closed
Lazard Asset Management
765
Lazard Asset Management
New York
-$460K -4,597 -100%
SWM
766
Silverlake Wealth Management
Vermont
-$473K -4,557 Closed
BWP
767
Balboa Wealth Partners
Arizona
-$453K -4,368 Closed
ICM
768
III Capital Management
Florida
-$436K -4,205 Closed
CC
769
Centiva Capital
New York
-$353K -3,529 Closed
SG
770
StoneX Group
New York
-$358K -3,451 Closed
V
771
Veritable
Delaware
-$330K -3,182 Closed
PFS
772
Prospera Financial Services
Texas
-$304K -2,927 Closed
CFG
773
Carr Financial Group
Massachusetts
-$297K -2,865 Closed
CGL
774
Clarius Group LLC
Washington
-$284K -2,740 Closed
MOS
775
MGO One Seven
Ohio
-$284K -2,737 Closed

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.