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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
CAWM
901
Capital A Wealth Management
Pennsylvania
$39.7K +$38.1K +172 New
DPW
902
DiNuzzo Private Wealth
Pennsylvania
$39.6K +$886 +4 +2%
EC
903
Elequin Capital
New York
$39.4K -$39K -176 -51%
CPG
904
Cornerstone Planning Group
New Jersey
$37.3K -$3.77K -17 -10%
TC
905
Truvestments Capital
Florida
$36.2K +$34.8K +157 New
AW
906
Avion Wealth
Texas
$36K +$221 +1 +0.6%
BHWM
907
Bay Harbor Wealth Management
Maryland
$35.8K +$34.3K +155 New
SHF
908
Safe Harbor Fiduciary
Florida
$34.6K
FDW
909
Fourth Dimension Wealth
Ohio
$34.6K +$33.2K +150 New
MAM
910
Meeder Asset Management
Ohio
$33.7K -$3.1K -14 -9%
PWA
911
Physician Wealth Advisors
Utah
$33.2K +$31.9K +144 New
AP
912
Aspect Partners
Virginia
$32.3K
JGIA
913
Jackson Grant Investment Advisers
Connecticut
$31.4K
WIM
914
Westside Investment Management
California
$31.1K -$7.75K -35 -21%
FMII
915
Farmers & Merchants Investments Inc
Nebraska
$30.5K
IWP
916
IAG Wealth Partners
Wisconsin
$29.3K
TC
917
Trust Company
Kansas
$29.3K +$28.1K +127 New
ST
918
Smithfield Trust
Pennsylvania
$29K
JWA
919
JFS Wealth Advisors
Pennsylvania
$28.8K +$2.21K +10 +9%
C
920
Covestor
United Kingdom
$28K +$221 +1 +0.8%
PCWA
921
Pacific Capital Wealth Advisors
California
$27.7K -$1.33K -6 -5%
MSG
922
Main Street Group
Virginia
$27.7K
FGC
923
Financial Gravity Companies
Texas
$27.7K +$26.6K +120 New
KA
924
Kozak & Associates
Colorado
$27.4K +$3.54K +16 +15%
PWMG
925
Private Wealth Management Group
New Jersey
$26.8K -$443 -2 -2%

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.