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Royal Caribbean

629 hedge funds and large institutions have $16.8B invested in Royal Caribbean in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 248 increasing their positions, 224 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $385M | Put options by funds: $206M

11% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 224

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0% more ownership

Funds ownership: 73.77%73.77% (+0%)

5% less funds holding

Funds holding: 661629 (-32)

11% less capital invested

Capital invested by funds: $18.7B → $16.8B (-$1.98B)

30% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 98

Holders
629
Holders Change
-32
Holders Change %
-4.84%
% of All Funds
13.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
69
Increased
248
Reduced
224
Closed
98
Calls
$385M
Puts
$206M
Net Calls
+$179M
Net Calls Change
+$167M

RCL Hedge Fund Activity: Q3 2019 in Review

629 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2019, worth a combined $16.8B — down 11% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of RCL and 69 opened new positions — a net loss of 29 holders — while 224 trimmed existing stakes and 248 added.

The largest buyer was JP Morgan Chase, adding an estimated $345M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $562M sold.

  • 629 institutional investors held Royal Caribbean (RCL) as of Q3 2019, down from 661 in Q2 2019.
  • Funds reported $16.8B of Royal Caribbean stock for Q3 2019, down 11% quarter-over-quarter.
  • 69 funds opened new Royal Caribbean positions in Q3 2019 and 98 closed out, a net change of -29 holders.
  • The largest Royal Caribbean buyer in Q3 2019 was JP Morgan Chase, an estimated $345M added.
  • The largest Royal Caribbean seller in Q3 2019 was Baillie Gifford & Co, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2019.