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Royal Caribbean
RCL

608 hedge funds and large institutions have $9.23B invested in Royal Caribbean in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 175 increasing their positions, 196 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 63

32% more capital invested

Capital invested by funds: $7.01B → $9.23B (+$2.21B)

6% more funds holding

Funds holding: 575 → 608 (+33)

1.13% more ownership

Funds ownership: 72.7% → 73.83% (+1.1%)

11% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 196

53% less call options, than puts

Call options by funds: $760M | Put options by funds: $1.63B

Holders
608
Holders Change
+33
Holders Change %
+5.74%
% of All Funds
9.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
107
Increased
175
Reduced
196
Closed
63
Calls
$760M
Puts
$1.63B
Net Calls
-$866M
Net Calls Change
-$558M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$264M
2
Barclays
Barclays
United Kingdom
+$66M
3
Renaissance Technologies
Renaissance Technologies
New York
+$64.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$42.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$40.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$71M
2
Capital International Investors
Capital International Investors
California
-$37.3M
3
Morgan Stanley
Morgan Stanley
New York
-$31.6M
4
Goldman Sachs
Goldman Sachs
New York
-$27.8M
5
BlackRock
BlackRock
New York
-$27.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
YCM
176
Yousif Capital Management
Michigan
$1.77M -$786 -15 -0%
RAM
177
Roanoke Asset Management
New Jersey
$1.76M -$137K -2,610 -7%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$1.74M +$126K +2,396 +7%
NYLIM
179
New York Life Investment Management
New York
$1.74M +$33.9K +646 +2%
WAS
180
Wesleyan Assurance Society
United Kingdom
$1.72M – – –
CIBC Asset Management
181
CIBC Asset Management
Ontario, Canada
$1.7M +$161K +3,077 +10%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$1.67M -$1.66M -31,626 -48%
AWM
183
AE Wealth Management
Kansas
$1.64M -$77.7K -1,482 -4%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$1.62M -$136K -2,603 -7%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$1.58M – – –
MOACM
186
Mutual of America Capital Management
New York
$1.55M +$1.64M +31,359 New
TPSF
187
Texas Permanent School Fund
Texas
$1.54M +$8.28K +158 +0.5%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$1.52M +$15.5K +295 +1%
NEI
189
Northwest & Ethical Investments
Ontario, Canada
$1.45M – – –
X
190
Xponance
Pennsylvania
$1.42M +$204K +3,897 +16%
CIBC World Market
191
CIBC World Market
Ontario, Canada
$1.42M +$1.11M +21,262 +289%
Capstone Investment Advisors
192
Capstone Investment Advisors
New York
$1.41M -$2.02M -38,444 -57%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$1.41M -$132K -2,521 -8%
TJHA
194
Thomas J. Herzfeld Advisors
Florida
$1.38M – – –
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$1.37M +$26.1K +498 +2%
MML Investors Services
196
MML Investors Services
Massachusetts
$1.35M +$79.1K +1,509 +6%
Public Sector Pension Investment Board (PSP Investments)
197
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.34M +$193K +3,681 +16%
GCMG
198
Gyroscope Capital Management Group
Florida
$1.32M +$93.8K +1,789 +7%
HighTower Advisors
199
HighTower Advisors
Illinois
$1.3M -$303K -5,785 -18%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$1.29M -$344K -6,565 -20%
6 7
8
9 10

RCL Hedge Fund Activity: Q4 2022 in Review

608 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2022, worth a combined $9.23B — up 32% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new RCL positions and 63 closed out — a net gain of 44 holders — while 175 added to existing stakes and 196 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $264M. The largest seller was JP Morgan Chase, cutting an estimated $71M.

  • 608 institutional investors held Royal Caribbean (RCL) as of Q4 2022, up from 575 in Q3 2022.
  • Funds reported $9.23B of Royal Caribbean stock for Q4 2022, up 32% quarter-over-quarter.
  • 107 funds opened new Royal Caribbean positions in Q4 2022 and 63 closed out, a net change of +44 holders.
  • The largest Royal Caribbean buyer in Q4 2022 was Capital Research Global Investors, an estimated $264M added.
  • The largest Royal Caribbean seller in Q4 2022 was JP Morgan Chase, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2022.