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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
First Trust Advisors
76
First Trust Advisors
Illinois
$53.6M +$58.5K +264 +0.1%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$53.3M +$1.75M +7,900 +4%
Canada Life
78
Canada Life
Manitoba, Canada
$49.3M +$2.77M +12,512 +6%
WCM
79
Wedge Capital Management
North Carolina
$48.1M -$17.9M -80,861 -28%
LPL Financial
80
LPL Financial
California
$46.4M -$1.4M -6,306 -3%
Nomura Asset Management
81
Nomura Asset Management
Japan
$45.8M +$8.09M +36,519 +23%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$45.7M +$10.5M +47,438 +31%
CHCM
83
Columbus Hill Capital Management
New Jersey
$45.3M
ZIG
84
Zurich Insurance Group
Switzerland
$44.8M +$43M +194,307 New
ZIM
85
Zacks Investment Management
Illinois
$44.3M -$730K -3,296 -2%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$44.3M -$1.3M -5,861 -3%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$43.6M -$15.2M -68,765 -27%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$43.3M -$24.9M -112,546 -37%
Axa
89
Axa
France
$43.1M +$369K +1,667 +0.9%
CB
90
Commerce Bank
Missouri
$41.2M -$5.29M -23,892 -12%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$40.7M -$899K -4,061 -2%
DB
92
Danske Bank
Denmark
$39.1M +$268K +1,211 +0.7%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$38.7M +$300K +1,354 +0.8%
FACM
94
Forest Avenue Capital Management
Florida
$38.1M -$13.4M -60,552 -27%
Nordea Investment Management
95
Nordea Investment Management
Sweden
$37.7M -$5.28M -23,824 -13%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$36.5M -$7.55M -34,101 -18%
NLGIA
97
Nippon Life Global Investors Americas
New York
$36.1M -$3.47M -15,650 -9%
CI
98
Capital International
California
$35.9M +$3.85M +17,385 +13%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$34.9M +$66.4K +300 +0.2%
Asset Management One
100
Asset Management One
Japan
$34.8M +$5.13M +23,160 +18%

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.