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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
BWM
751
Birchcreek Wealth Management
Ohio
$242K +$233K +1,050 New
LAM
752
Longboard Asset Management
Arizona
$242K +$232K +1,048 New
BC
753
Burney Company
Virginia
$241K +$232K +1,046 New
FFA
754
Florida Financial Advisors
Florida
$241K +$231K +1,043 New
CPIG
755
Chicago Partners Investment Group
Illinois
$240K +$7.09K +32 +3%
PI
756
PFG Investments
New York
$240K -$92.6K -418 -29%
NHC
757
Nicholas Hoffman & Company
Georgia
$236K +$227K +1,023 New
MWA
758
MN Wealth Advisors
Kansas
$233K +$223K +1,009 New
CCFM
759
Clear Creek Financial Management
Washington
$231K +$222K +1,003 New
EDRH
760
Edmond de Rothschild Holding
Switzerland
$231K -$664K -3,000 -75%
AI
761
AdvisorShares Investments
Maryland
$231K -$22.1K -100 -9%
CGA
762
Compound Global Advisors
Washington
$231K +$221K +1,000 New
DP
763
Dearborn Partners
Illinois
$231K +$221K +1,000 New
LSWM
764
Lorne Steinberg Wealth Management
Canada
$231K +$221K +1,000 New
RIA
765
Retirement Investment Advisors
Oklahoma
$231K +$221K +1,000 New
LWM
766
Liberty Wealth Management
California
$230K -$102K -462 -32%
SW
767
Simplicity Wealth
New Jersey
$230K +$221K +998 New
FC
768
Farringdon Capital
United Kingdom
$230K +$220K +995 New
SIM
769
Sentry Investment Management
Wisconsin
$229K -$35.9K -162 -14%
Simplex Trading
770
Simplex Trading
Illinois
$228K +$219K +990 New
BWM
771
BCS Wealth Management
Tennessee
$227K +$218K +986 New
SG
772
StoneX Group
New York
$226K -$105K -475 -33%
LA
773
Legacy Advisors
Pennsylvania
$225K +$216K +974 New
BAM
774
Belpointe Asset Management
Nevada
$224K +$301K +1,358 New
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K +$72.2K +326 +65%

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.