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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
CTC
976
Cetera Trust Company
Minnesota
$9.92K
KIM
977
Kestra Investment Management
Texas
$9.48K +$9.08K +41 New
ITFISA
978
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.31K +$8.86K +40 New
MA
979
Modus Advisors
Minnesota
$9K +$8.64K +39 New
MSWM
980
Mowery & Schoenfeld Wealth Management
Illinois
$8.77K -$55.8K -252 -87%
HWA
981
Heritage Wealth Advisors
Virginia
$8.77K +$1.55K +7 +23%
SFGP
982
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.77K +$8.41K +38 New
WWP
983
WR Wealth Planners
Missouri
$8.3K -$22.8K -103 -74%
ADL
984
Asset Dedication LLC
California
$8.07K
WCM
985
Westend Capital Management
California
$8.07K
DF
986
Dunhill Financial
United Kingdom
$7.92K
CWC
987
Carolinas Wealth Consulting
North Carolina
$7.63K -$9.3K -42 -56%
TFM
988
TFC Financial Management
Massachusetts
$7.38K +$2.88K +13 +68%
SIC
989
SJS Investment Consulting
Ohio
$6.92K -$1.55K -7 -19%
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.92K
VFM
991
Vision Financial Markets
Connecticut
$5.55K +$5.32K +24 New
HWP
992
Highline Wealth Partners
California
$5.54K +$1.33K +6 +33%
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$5.11K +$1.99K +9 +69%
HT
994
Headlands Technologies
Illinois
$5.08K -$422K -1,907 -99%
EWM
995
Evermay Wealth Management
Virginia
$4.63K
GJIA
996
Glass Jacobson Investment Advisors
Maryland
$4.61K +$4.43K +20 New
KBFS
997
Kohmann Bosshard Financial Services
Ohio
$4.61K +$4.43K +20 New
NC
998
NewSquare Capital
Pennsylvania
$4.38K +$4.21K +19 New
TWD
999
True Wealth Design
Ohio
$4.23K +$1.11K +5 +38%
CA
1000
Clearstead Advisors
Ohio
$4.16K -$22.8K -103 -85%

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.