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Royal Caribbean

324 hedge funds and large institutions have $7.17B invested in Royal Caribbean in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 133 increasing their positions, 98 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 26

36% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 98

7% more capital invested

Capital invested by funds: $6.73B → $7.17B (+$447M)

7% more funds holding

Funds holding: 304324 (+20)

2.27% more ownership

Funds ownership: 53.85%56.11% (+2.3%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

68% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $100M

Holders
324
Holders Change
+20
Holders Change %
+6.58%
% of All Funds
9.31%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
47
Increased
133
Reduced
98
Closed
26
Calls
$32.6M
Puts
$100M
Net Calls
-$67.8M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$731M +$20.6M +381,999 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$439M +$13.1M +243,559 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$341M -$29.2M -541,728 -8%
IIS
4
Ignis Investment Services
United Kingdom
$265M
Capital International Investors
5
Capital International Investors
California
$258M -$20.5M -380,000 -8%
BIT
6
BlackRock Institutional Trust
California
$220M -$2.95M -54,860 -1%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$192M -$88.8M -1,648,453 -32%
State Street
8
State Street
Massachusetts
$179M -$3.74M -69,449 -2%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$174M -$8.76M -162,600 -5%
Primecap Management
10
Primecap Management
California
$156M -$11.7M -217,702 -7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$152M -$23.7M -439,428 -14%
Fidelity International
12
Fidelity International
Bermuda
$151M +$821K +15,255 +0.6%
Norges Bank
13
Norges Bank
Norway
$146M +$70.7M +1,313,889 +100%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$140M +$530K +9,838 +0.4%
SFM
15
Systematic Financial Management
New Jersey
$130M +$18.5M +343,315 +17%
TCG
16
Tremblant Capital Group
Florida
$118M +$8.08M +149,993 +8%
CCI
17
Columbus Circle Investors
$115M +$18.3M +339,680 +20%
PA
18
Pinnacle Associates
New York
$113M -$6.79M -126,034 -6%
ACM
19
Altimeter Capital Management
Massachusetts
$105M
FAM
20
Fred Alger Management
New York
$103M +$99.9M +1,854,760 +2,810,242%
RCM
21
Roystone Capital Management
New York
$86.8M +$6.14M +114,000 +8%
DSC
22
Donald Smith & Co
New York
$85.2M +$5.08M +94,314 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$80.8M +$38.3M +710,384 +96%
AI
24
Ariel Investments
Illinois
$78.1M -$27.5M -510,875 -27%
Ameriprise
25
Ameriprise
Minnesota
$72.6M +$1.19M +22,027 +2%

RCL Hedge Fund Activity: Q2 2014 in Review

324 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2014, worth a combined $7.17B — up 6.6% from $6.73B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new RCL positions and 26 closed out — a net gain of 21 holders — while 133 added to existing stakes and 98 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $99.9M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $88.8M.

  • 324 institutional investors held Royal Caribbean (RCL) as of Q2 2014, up from 304 in Q1 2014.
  • Funds reported $7.17B of Royal Caribbean stock for Q2 2014, up 6.6% quarter-over-quarter.
  • 47 funds opened new Royal Caribbean positions in Q2 2014 and 26 closed out, a net change of +21 holders.
  • The largest Royal Caribbean buyer in Q2 2014 was Fred Alger Management, an estimated $99.9M added.
  • The largest Royal Caribbean seller in Q2 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $88.8M sold.

Based on aggregated 13F filings for Q2 2014.