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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
VCWA
801
Vanguard Capital Wealth Advisors
Colorado
-$213K -2,050 Closed
FB
802
Fulton Bank
Pennsylvania
-$210K -2,027 Closed
RIA
803
Retirement Investment Advisors
Oklahoma
-$207K -2,000 Closed
RWP
804
Ridgecrest Wealth Partners
California
-$207K -2,000 Closed
SCM
805
Shapiro Capital Management
Georgia
-$207K -2,000 Closed
LFA
806
Legacy Financial Advisors
Kentucky
-$206K -1,985 Closed
CFO
807
Custos Family Office
Texas
-$205K -1,972 Closed
OPTFSNA
808
Old Point Trust & Financial Services N A
Virginia
-$156K -1,500 Closed
CF
809
Centaurus Financial
California
-$130K -1,255 Closed
WP
810
WealthPLAN Partners
Nebraska
-$130K -1,255 Closed
TAIM
811
TD Ameritrade Investment Management
Nebraska
-$112K -1,075 Closed
MWM
812
Mascoma Wealth Management
New Hampshire
-$106K -1,000 Closed
WBC
813
Westpac Banking Corp
Australia
-$88.9K -857 Closed
EC
814
Elequin Capital
New York
-$75K -723 Closed
MUMSS
815
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$74.3K -716 Closed
ODG
816
O'Dell Group
Ohio
-$42.3K -408 Closed
HS
817
Horan Securities
United States
-$40.5K -390 Closed
CAS
818
Coppell Advisory Solutions
Texas
-$16K -155 Closed
IGWM
819
ICA Group Wealth Management
Colorado
-$11.4K -110 Closed
AA
820
Ancora Advisors
Ohio
-$10.4K -100 Closed
FA
821
Fiduciary Alliance
South Carolina
-$10.4K -100 Closed
WAM
822
Worth Asset Management
Texas
-$10.4K -100 Closed
CFO
823
CVA Family Office
Colorado
-$5.71K -55 Closed
2L
824
25 LLC
Missouri
-$4.07K -41 Closed
Jones Financial Companies
825
Jones Financial Companies
Missouri
-$3.73K -36 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.