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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
HWM
826
Hemington Wealth Management
Virginia
$123K +$9.74K +44 +9%
GSWM
827
Golden State Wealth Management
California
$122K +$117K +527 New
AT
828
Arlington Trust
Alabama
$121K
FMP
829
Financial Management Professionals
Texas
$121K
AAP
830
Arax Advisory Partners
Colorado
$116K +$56.7K +256 +104%
SWM
831
Sugarloaf Wealth Management
Georgia
$113K +$221 +1 +0.2%
BC
832
Barrett & Company
Rhode Island
$112K
CFB
833
Cullen/Frost Bankers
Texas
$106K +$6.42K +29 +7%
BCWM
834
Bartlett & Co Wealth Management
Ohio
$106K +$11.1K +50 +12%
DRS
835
Deane Retirement Strategies
Louisiana
$104K
FHA
836
First Horizon Advisors
Tennessee
$101K +$15.1K +68 +18%
BTI
837
Blue Trust Inc
Georgia
$101K -$211K -953 -69%
FP
838
Financial Perspectives
Minnesota
$98.1K
CIA
839
Cape Investment Advisory
Georgia
$96.8K -$195K -880 -68%
ETC
840
Exchange Traded Concepts
Oklahoma
$96K -$105K -472 -53%
TCA
841
Trifecta Capital Advisors
Illinois
$95.3K
SSG
842
Summit Securities Group
New York
$92.3K -$133K -600 -60%
PMFA
843
Plante Moran Financial Advisors
Michigan
$90.9K +$5.54K +25 +7%
TFA
844
Toth Financial Advisory
Virginia
$90.2K -$3.32K -15 -4%
PSFG
845
Park Square Financial Group
Georgia
$89.7K +$86.1K +389 New
CFD
846
Creative Financial Designs
Indiana
$87.8K
EPIME
847
Evelyn Partners Investment Management (Europe)
$86.5K +$83K +375 New
KI
848
Kapitalo Investimentos
Brazil
$85.1K +$81.7K +369 New
DIP
849
DT Investment Partners
Pennsylvania
$80.7K +$11.1K +50 +17%
FMB
850
Field & Main Bank
Kentucky
$80.7K

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.