Royal Caribbean
RCL
495 hedge funds and large institutions have $15.2B invested in Royal Caribbean in 2017 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 160 increasing their positions, 189 reducing their positions, and 46 closing their positions.
93% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 46
17% more capital invested
Capital invested by funds: $13B → $15.2B (+$2.16B)
7% more funds holding
Funds holding: 463 → 495 (+32)
1% less call options, than puts
Call options by funds: $221M | Put options by funds: $223M
1.75% less ownership
Funds ownership: 73.64% → 71.89% (-1.7%)
15% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 189
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
Top Buyers
| 1 |
BlackRock
New York
|
+$940M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$77M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$64.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.9M |
| 5 |
Two Sigma Investments
New York
|
+$46.8M |
Top Sellers
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$144M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$96.8M |
| 3 |
JP Morgan Chase
New York
|
-$80.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$56.2M |
RCL Hedge Fund Activity: Q1 2017 in Review
495 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q1 2017, worth a combined $15.2B — up 17% from $13B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new RCL positions and 46 closed out — a net gain of 43 holders — while 160 added to existing stakes and 189 trimmed.
The largest buyer was BlackRock, adding an estimated $940M. The largest seller was Bessemer Group, cutting an estimated $144M.
- 495 institutional investors held Royal Caribbean (RCL) as of Q1 2017, up from 463 in Q4 2016.
- Funds reported $15.2B of Royal Caribbean stock for Q1 2017, up 17% quarter-over-quarter.
- 89 funds opened new Royal Caribbean positions in Q1 2017 and 46 closed out, a net change of +43 holders.
- The largest Royal Caribbean buyer in Q1 2017 was BlackRock, an estimated $940M added.
- The largest Royal Caribbean seller in Q1 2017 was Bessemer Group, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2017.