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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
WTA
951
Washington Trust Advisors
Massachusetts
$23.1K
BWM
952
Bernard Wealth Management
Michigan
$23.1K +$22.1K +100 New
IMC
953
Investment Management Corporation
Virginia
$23.1K +$22.1K +100 New
MWA
954
Medallion Wealth Advisors
Connecticut
$23.1K +$22.1K +100 New
TF
955
Tompkins Financial
New York
$23.1K +$22.1K +100 New
CAL
956
Capital Analysts LLC
Pennsylvania
$23K +$22.1K +100 New
RFG
957
REAP Financial Group
Texas
$21K
VWA
958
Valued Wealth Advisors
Utah
$20.6K +$6.64K +30 +51%
WA
959
WPG Advisers
Maryland
$20.1K +$19.3K +87 New
BIA
960
Bell Investment Advisors
California
$19.6K +$1.77K +8 +10%
BOJHT
961
Bank of Jackson Hole Trust
Wyoming
$19.6K +$18.8K +85 New
AWM
962
Activest Wealth Management
Florida
$19.4K +$664 +3 +4%
FIM
963
FWL Investment Management
Texas
$18.7K
WA
964
Whipplewood Advisors
Colorado
$18.7K +$17.9K +81 New
BAM
965
Byrne Asset Management
New Jersey
$18.5K
AGWCA
966
Annis Gardner Whiting Capital Advisors
Florida
$18.3K +$1.33K +6 +8%
POIA
967
Pin Oak Investment Advisors
Texas
$18K
EPW
968
Evergreen Private Wealth
Colorado
$17.3K -$16.6K -75 -50%
CWP
969
Concord Wealth Partners
Virginia
$15.2K -$11.1K -50 -43%
TCOV
970
Trust Company of Vermont
Vermont
$14.1K
AWM
971
Abound Wealth Management
Tennessee
$12K +$1.55K +7 +16%
S
972
Sachetta
Massachusetts
$12K +$443 +2 +4%
TSMHT
973
Thurston Springer Miller Herd & Titak
Indiana
$12K +$11.5K +52 New
WWM
974
Wolff Wiese Magana
California
$11.8K +$9.08K +41 +410%
TH
975
TCTC Holdings
Texas
$11.5K

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.