Royal Caribbean
660 hedge funds and large institutions have $20.9B invested in Royal Caribbean in 2019 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 223 increasing their positions, 247 reducing their positions, and 61 closing their positions.
75% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 61
25% more capital invested
Capital invested by funds: $16.8B → $20.9B (+$4.19B)
5% more funds holding
Funds holding: 629 → 660 (+31)
1.07% more ownership
Funds ownership: 73.77% → 74.84% (+1.1%)
6% less call options, than puts
Call options by funds: $361M | Put options by funds: $385M
10% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 247
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$613M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$587M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$148M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$61.9M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$58.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$189M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$141M |
| 3 |
Renaissance Technologies
New York
|
-$118M |
| 4 |
EC
Eminence Capital
New York
|
-$85.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$71.1M |
RCL Hedge Fund Activity: Q4 2019 in Review
660 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2019, worth a combined $20.9B — up 25% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new RCL positions and 61 closed out — a net gain of 46 holders — while 223 added to existing stakes and 247 trimmed.
The largest buyer was Capital International Investors, adding an estimated $613M. The largest seller was JP Morgan Chase, cutting an estimated $189M.
- 660 institutional investors held Royal Caribbean (RCL) as of Q4 2019, up from 629 in Q3 2019.
- Funds reported $20.9B of Royal Caribbean stock for Q4 2019, up 25% quarter-over-quarter.
- 107 funds opened new Royal Caribbean positions in Q4 2019 and 61 closed out, a net change of +46 holders.
- The largest Royal Caribbean buyer in Q4 2019 was Capital International Investors, an estimated $613M added.
- The largest Royal Caribbean seller in Q4 2019 was JP Morgan Chase, an estimated $189M sold.
Based on aggregated 13F filings for Q4 2019.