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Royal Caribbean

440 hedge funds and large institutions have $12.4B invested in Royal Caribbean in 2016 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 161 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

13% more capital invested

Capital invested by funds: $10.9B → $12.4B (+$1.43B)

1.23% more ownership

Funds ownership: 75.62%76.84% (+1.2%)

7% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 161

5% less funds holding

Funds holding: 465440 (-25)

30% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 69

43% less call options, than puts

Call options by funds: $144M | Put options by funds: $254M

Holders
440
Holders Change
-25
Holders Change %
-5.38%
% of All Funds
11.74%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.37%
New
48
Increased
173
Reduced
161
Closed
69
Calls
$144M
Puts
$254M
Net Calls
-$110M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$16.5M +233,897 +2%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.06B -$15.2M -215,624 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$853M -$47.2M -670,265 -6%
Primecap Management
4
Primecap Management
California
$790M +$199M +2,822,116 +37%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$523M -$580M -8,230,741 -54%
State Street
6
State Street
Massachusetts
$490M -$563K -7,995 -0.1%
Capital International Investors
7
Capital International Investors
California
$357M +$29M +412,086 +9%
BIT
8
BlackRock Institutional Trust
California
$327M +$2.2M +31,171 +0.7%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$295M -$1.95M -27,728 -0.7%
Invesco
10
Invesco
Georgia
$284M +$152M +2,163,012 +133%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$275M +$169M +2,398,525 +188%
Capital World Investors
12
Capital World Investors
California
$239M +$225M +3,190,000 New
BFA
13
BlackRock Fund Advisors
California
$208M +$8.94M +126,895 +5%
Norges Bank
14
Norges Bank
Norway
$190M +$96.3M +1,367,710 +100%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$188M +$13.3M +188,742 +8%
DCP
16
DSM Capital Partners
Florida
$179M -$3.42M -48,548 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$149M +$37.8M +536,612 +37%
Northern Trust
18
Northern Trust
Illinois
$148M -$1.93M -27,348 -1%
Bessemer Group
19
Bessemer Group
New Jersey
$115M +$1.1M +15,640 +1%
PP
20
Prudential plc
United Kingdom
$115M +$2.22M +31,500 +2%
PA
21
Pinnacle Associates
New York
$109M -$1.7M -24,195 -2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$108M +$5.06M +71,822 +5%
BG
23
BlackRock Group
United Kingdom
$105M +$1.48M +21,073 +2%
CS
24
Credit Suisse
Switzerland
$103M +$30M +426,516 +45%
CCI
25
Columbus Circle Investors
$98.6M -$4.75M -67,450 -5%

RCL Hedge Fund Activity: Q3 2016 in Review

440 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2016, worth a combined $12.4B — up 13% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of RCL and 48 opened new positions — a net loss of 21 holders — while 161 trimmed existing stakes and 173 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $225M. The largest seller was T. Rowe Price Associates, cutting an estimated $580M.

  • 440 institutional investors held Royal Caribbean (RCL) as of Q3 2016, down from 465 in Q2 2016.
  • Funds reported $12.4B of Royal Caribbean stock for Q3 2016, up 13% quarter-over-quarter.
  • 48 funds opened new Royal Caribbean positions in Q3 2016 and 69 closed out, a net change of -21 holders.
  • The largest Royal Caribbean buyer in Q3 2016 was Capital World Investors, an estimated $225M added.
  • The largest Royal Caribbean seller in Q3 2016 was T. Rowe Price Associates, an estimated $580M sold.

Based on aggregated 13F filings for Q3 2016.