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Royal Caribbean
RCL

909 hedge funds and large institutions have $33.8B invested in Royal Caribbean in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 319 increasing their positions, 287 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

18% more capital invested

Capital invested by funds: $28.8B → $33.8B (+$5.05B)

11% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 287

8% more funds holding

Funds holding: 844 → 909 (+65)

1.71% more ownership

Funds ownership: 80.73% → 82.45% (+1.7%)

1% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.83B

Holders
909
Holders Change
+65
Holders Change %
+7.7%
% of All Funds
13.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
141
Increased
319
Reduced
287
Closed
64
Calls
$1.81B
Puts
$1.83B
Net Calls
-$15.7M
Net Calls Change
+$548M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$844M
2
DZ Bank
DZ Bank
Germany
+$369M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$175M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$140M
5
DCP
D1 Capital Partners
New York
+$112M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$203M
2
JP Morgan Chase
JP Morgan Chase
New York
-$136M
3
Citadel Advisors
Citadel Advisors
Florida
-$121M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$113M
5
Marshall Wace
Marshall Wace
United Kingdom
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
876
VisionPoint Advisory Group
Texas
$2.71K -$144 -1 -6%
CAM
877
ClariVest Asset Management
California
$2.55K -$2.3K -16 -50%
BBHC
878
Brown Brothers Harriman & Co
New York
$2.55K -$431 -3 -16%
Kayne Anderson Rudnick Investment Management
879
Kayne Anderson Rudnick Investment Management
California
$2.39K +$288 +2 +15%
CCA
880
Criterion Capital Advisors
Tennessee
$2.23K – – –
ACA
881
American Capital Advisory
Idaho
$2.2K – – –
RFS
882
Richardson Financial Services
Massachusetts
$2.07K +$863 +6 +86%
TWD
883
True Wealth Design
Ohio
$1.91K +$431 +3 +33%
GCS
884
Gordian Capital (Singapore)
Singapore
$1.91K – – –
DF
885
Dunhill Financial
United Kingdom
$1.88K -$288 -2 -14%
PP
886
Pacifica Partners
Canada
$1.86K – – –
HWP
887
Highline Wealth Partners
California
$1.75K +$1.58K +11 New
OCM
888
Orion Capital Management
California
$1.59K – – –
LWA
889
Lowe Wealth Advisors
Maryland
$1.59K +$1.44K +10 New
AA
890
Addison Advisors
Vermont
$1.44K – – –
WPA
891
West Paces Advisors
Georgia
$1.44K – – –
SWS
892
SYSTM Wealth Solutions
Illinois
$1.44K +$1.29K +9 New
NL
893
NVWM LLC
Pennsylvania
$1.12K +$431 +3 +75%
AFWM
894
Abich Financial Wealth Management
Virginia
$1.12K +$1.01K +7 New
RWM
895
Ruedi Wealth Management
Illinois
$1.12K +$1.01K +7 New
CMP
896
Coston McIsaac & Partners
Maine
$1K – – –
CIAS
897
CBIZ Investment Advisory Services
Ohio
$957 +$863 +6 New
PCTC
898
Perkins Coie Trust Company
Washington
$956 – – –
ECM
899
Everence Capital Management
Indiana
$903 – – –
SSB
900
Sandy Spring Bank
Maryland
$798 – – –
34 35
36
37 38

RCL Hedge Fund Activity: Q2 2024 in Review

909 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2024, worth a combined $33.8B — up 18% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new RCL positions and 64 closed out — a net gain of 77 holders — while 319 added to existing stakes and 287 trimmed.

The largest buyer was Capital World Investors, adding an estimated $844M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 909 institutional investors held Royal Caribbean (RCL) as of Q2 2024, up from 844 in Q1 2024.
  • Funds reported $33.8B of Royal Caribbean stock for Q2 2024, up 18% quarter-over-quarter.
  • 141 funds opened new Royal Caribbean positions in Q2 2024 and 64 closed out, a net change of +77 holders.
  • The largest Royal Caribbean buyer in Q2 2024 was Capital World Investors, an estimated $844M added.
  • The largest Royal Caribbean seller in Q2 2024 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.