Royal Caribbean
648 hedge funds and large institutions have $11.6B invested in Royal Caribbean in 2020 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 227 increasing their positions, 163 reducing their positions, and 61 closing their positions.
159% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 61
39% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 163
33% more capital invested
Capital invested by funds: $8.73B → $11.6B (+$2.86B)
16% more funds holding
Funds holding: 559 → 648 (+89)
5.19% more ownership
Funds ownership: 62.83% → 68.02% (+5.2%)
5% more call options, than puts
Call options by funds: $1.1B | Put options by funds: $1.05B
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$573M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$359M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$154M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$70.9M |
| 5 |
JP Morgan Chase
New York
|
+$65.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$238M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$230M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$115M |
| 4 |
D.E. Shaw & Co
New York
|
-$77.9M |
| 5 |
BlackRock
New York
|
-$42.4M |
RCL Hedge Fund Activity: Q4 2020 in Review
648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2020, worth a combined $11.6B — up 33% from $8.73B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new RCL positions and 61 closed out — a net gain of 97 holders — while 227 added to existing stakes and 163 trimmed.
The largest buyer was Capital International Investors, adding an estimated $573M. The largest seller was Fidelity International, cutting an estimated $238M.
- 648 institutional investors held Royal Caribbean (RCL) as of Q4 2020, up from 559 in Q3 2020.
- Funds reported $11.6B of Royal Caribbean stock for Q4 2020, up 33% quarter-over-quarter.
- 158 funds opened new Royal Caribbean positions in Q4 2020 and 61 closed out, a net change of +97 holders.
- The largest Royal Caribbean buyer in Q4 2020 was Capital International Investors, an estimated $573M added.
- The largest Royal Caribbean seller in Q4 2020 was Fidelity International, an estimated $238M sold.
Based on aggregated 13F filings for Q4 2020.