Royal Caribbean
RCL
634 hedge funds and large institutions have $14.5B invested in Royal Caribbean in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 202 increasing their positions, 254 reducing their positions, and 100 closing their positions.
110% more call options, than puts
Call options by funds: $329M | Put options by funds: $157M
4% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 100
1.02% less ownership
Funds ownership: 72.51% → 71.49% (-1%)
2% less funds holding
Funds holding: 645 → 634 (-11)
20% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 254
26% less capital invested
Capital invested by funds: $19.7B → $14.5B (-$5.18B)
35% less funds holding in top 10
Funds holding in top 10: 23 → 15 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$383M |
| 2 |
EC
Eminence Capital
New York
|
+$179M |
| 3 |
FAM
Fred Alger Management
New York
|
+$82.2M |
| 4 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$73.2M |
| 5 |
IP
Interval Partners
New York
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$206M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$145M |
| 4 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$139M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$126M |
RCL Hedge Fund Activity: Q4 2018 in Review
634 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2018, worth a combined $14.5B — down 26% from $19.7B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of RCL and 96 opened new positions — a net loss of 4 holders — while 254 trimmed existing stakes and 202 added.
The largest buyer was JP Morgan Chase, adding an estimated $383M. The largest seller was Ameriprise, cutting an estimated $206M.
- 634 institutional investors held Royal Caribbean (RCL) as of Q4 2018, down from 645 in Q3 2018.
- Funds reported $14.5B of Royal Caribbean stock for Q4 2018, down 26% quarter-over-quarter.
- 96 funds opened new Royal Caribbean positions in Q4 2018 and 100 closed out, a net change of -4 holders.
- The largest Royal Caribbean buyer in Q4 2018 was JP Morgan Chase, an estimated $383M added.
- The largest Royal Caribbean seller in Q4 2018 was Ameriprise, an estimated $206M sold.
Based on aggregated 13F filings for Q4 2018.