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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
CW
776
CreativeOne Wealth
Kansas
-$283K -2,728 Closed
GCP
777
GSA Capital Partners
United Kingdom
-$276K -2,658 Closed
CC
778
Cipher Capital
New York
-$276K -2,656 Closed
TIA
779
Trust Investment Advisors
Indiana
-$270K -2,607 Closed
MFG
780
Merit Financial Group
Georgia
-$262K -2,528 Closed
HVIA
781
Hudson Valley Investment Advisors
New York
-$262K -2,523 Closed
WC
782
Waterloo Capital
Texas
-$251K -2,421 Closed
BW
783
Bison Wealth
Georgia
-$251K -2,416 Closed
WC
784
Wexford Capital
Florida
-$245K -2,365 Closed
BG
785
Benedetti & Gucer
Georgia
-$244K -2,353 Closed
RIA
786
Regal Investment Advisors
Michigan
-$236K -2,271 Closed
ERSOT
787
Employees Retirement System of Texas
Texas
-$231K -2,231 Closed
RFC
788
Regions Financial Corp
Alabama
-$231K -2,228 Closed
NW
789
NewEdge Wealth
Pennsylvania
-$228K -2,199 Closed
IIA
790
IPG Investment Advisors
California
-$225K -2,166 Closed
MGIA
791
Moneta Group Investment Advisors
Missouri
-$223K -2,154 Closed
CA
792
Carson Advisory
Georgia
-$223K -2,150 Closed
PFM
793
Patton Fund Management
Texas
-$221K -2,128 Closed
BWM
794
BCS Wealth Management
Tennessee
-$220K -2,122 Closed
DWT
795
Dorsey & Whitney Trust
South Dakota
-$218K -2,102 Closed
CC
796
Callan Capital
California
-$218K -2,100 Closed
GGS
797
Galvin Gaustad & Stein
Arizona
-$218K -2,100 Closed
HI
798
Human Investing
Oregon
-$217K -2,092 Closed
KIG
799
Kowal Investment Group
Wisconsin
-$216K -2,078 Closed
SHFP
800
Second Half Financial Partners
Florida
-$216K -2,078 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.