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Royal Caribbean
RCL

832 hedge funds and large institutions have $26.9B invested in Royal Caribbean in 2023 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 244 increasing their positions, 266 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 72

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

45% more capital invested

Capital invested by funds: $18.5B → $26.9B (+$8.39B)

14% more funds holding

Funds holding: 732 → 832 (+100)

2.88% more ownership

Funds ownership: 78.11% → 80.99% (+2.9%)

8% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 266

64% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $4.99B

Holders
832
Holders Change
+100
Holders Change %
+13.66%
% of All Funds
12.13%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
182
Increased
244
Reduced
266
Closed
72
Calls
$1.78B
Puts
$4.99B
Net Calls
-$3.21B
Net Calls Change
-$1.26B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$235M
2
JP Morgan Chase
JP Morgan Chase
New York
+$149M
3
N
Nuveen
North Carolina
+$101M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$101M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$92.2M

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$126M
2
Millennium Management
Millennium Management
New York
-$86.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$66.4M
4
CCM
Candlestick Capital Management
Connecticut
-$62.5M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$61.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
801
Arlington Partners
Alabama
$3.63K +$2.85K +28 New
EWM
802
Evermay Wealth Management
Virginia
$2.98K +$306 +3 +15%
SHIM
803
Stone House Investment Management
Pennsylvania
$2.98K – – –
PPC
804
Park Place Capital
Alabama
$2.85K – – –
UFF
805
USA Financial Formulas
Michigan
$2.72K -$164K -1,613 -99%
DPW
806
DiNuzzo Private Wealth
Pennsylvania
$2.46K +$1.94K +19 New
VAG
807
VisionPoint Advisory Group
Texas
$2.46K -$917 -9 -32%
VCM
808
Versant Capital Management
Arizona
$2.46K +$204 +2 +12%
Jones Financial Companies
809
Jones Financial Companies
Missouri
$2.33K +$1.83K +18 New
PIM
810
Plato Investment Management
Australia
$2.33K +$1.83K +18 New
ACA
811
American Capital Advisory
Idaho
$2.2K +$1.73K +17 New
CAM
812
ClariVest Asset Management
California
$2.07K – – –
Kayne Anderson Rudnick Investment Management
813
Kayne Anderson Rudnick Investment Management
California
$2.07K +$510 +5 +45%
WPA
814
West Paces Advisors
Georgia
$2.07K +$713 +7 +78%
MA
815
MCF Advisors
Kentucky
$1.94K – – –
TFM
816
TFC Financial Management
Massachusetts
$1.68K -$408 -4 -24%
TCA
817
Trifecta Capital Advisors
Illinois
$1.68K – – –
DF
818
Dunhill Financial
United Kingdom
$1.57K +$1.22K +12 New
GCS
819
Gordian Capital (Singapore)
Singapore
$1.55K +$1.02K +10 +500%
PP
820
Pacifica Partners
Canada
$1.37K – – –
OCM
821
Orion Capital Management
California
$1.29K – – –
AA
822
Addison Advisors
Vermont
$1.17K – – –
FRA
823
Frank Rimerman Advisors
California
$1.17K +$917 +9 New
RBC
824
Roble Belko & Company
Pennsylvania
$1K – – –
PCTC
825
Perkins Coie Trust Company
Washington
$776 -$306 -3 -33%
31 32
33
34 35

RCL Hedge Fund Activity: Q4 2023 in Review

832 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2023, worth a combined $26.9B — up 45% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new RCL positions and 72 closed out — a net gain of 110 holders — while 244 added to existing stakes and 266 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $235M. The largest seller was Squarepoint, cutting an estimated $126M.

  • 832 institutional investors held Royal Caribbean (RCL) as of Q4 2023, up from 732 in Q3 2023.
  • Funds reported $26.9B of Royal Caribbean stock for Q4 2023, up 45% quarter-over-quarter.
  • 182 funds opened new Royal Caribbean positions in Q4 2023 and 72 closed out, a net change of +110 holders.
  • The largest Royal Caribbean buyer in Q4 2023 was Morgan Stanley, an estimated $235M added.
  • The largest Royal Caribbean seller in Q4 2023 was Squarepoint, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.