Royal Caribbean
RCL
516 hedge funds and large institutions have $4.58B invested in Royal Caribbean in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 245 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 186
6.77% less ownership
Funds ownership: 74.84% → 68.08% (-6.8%)
22% less funds holding
Funds holding: 659 → 516 (-143)
47% less call options, than puts
Call options by funds: $185M | Put options by funds: $347M
54% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 245
78% less capital invested
Capital invested by funds: $20.9B → $4.58B (-$16.4B)
80% less funds holding in top 10
Funds holding in top 10: 10 → 2 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.29B |
| 2 |
EC
Eminence Capital
New York
|
+$461M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$200M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$107M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$485M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$385M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$307M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$216M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$214M |
RCL Hedge Fund Activity: Q1 2020 in Review
516 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q1 2020, worth a combined $4.58B — down 78% from $20.9B a quarter earlier.
Sellers outnumbered buyers: 245 funds closed out of RCL and 112 opened new positions — a net loss of 133 holders — while 186 trimmed existing stakes and 174 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.29B. The largest seller was JP Morgan Chase, cutting an estimated $485M.
- 516 institutional investors held Royal Caribbean (RCL) as of Q1 2020, down from 659 in Q4 2019.
- Funds reported $4.58B of Royal Caribbean stock for Q1 2020, down 78% quarter-over-quarter.
- 112 funds opened new Royal Caribbean positions in Q1 2020 and 245 closed out, a net change of -133 holders.
- The largest Royal Caribbean buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.29B added.
- The largest Royal Caribbean seller in Q1 2020 was JP Morgan Chase, an estimated $485M sold.
Based on aggregated 13F filings for Q1 2020.