Royal Caribbean
560 hedge funds and large institutions have $8.71B invested in Royal Caribbean in 2020 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 162 increasing their positions, 183 reducing their positions, and 73 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
42% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 73
31% more capital invested
Capital invested by funds: $6.63B → $8.71B (+$2.09B)
5% more funds holding
Funds holding: 534 → 560 (+26)
6% more call options, than puts
Call options by funds: $858M | Put options by funds: $810M
0.24% less ownership
Funds ownership: 62.97% → 62.73% (-0.24%)
11% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$184M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$117M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$62.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.8M |
| 5 |
Two Sigma Investments
New York
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$90.1M |
| 2 |
EC
Eminence Capital
New York
|
-$52M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$30.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.1M |
| 5 |
SRFM
Shannon River Fund Management
New York
|
-$21.3M |
RCL Hedge Fund Activity: Q3 2020 in Review
560 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2020, worth a combined $8.71B — up 31% from $6.63B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new RCL positions and 73 closed out — a net gain of 31 holders — while 162 added to existing stakes and 183 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $184M. The largest seller was Capital World Investors, exiting entirely with an estimated $90.1M sold.
- 560 institutional investors held Royal Caribbean (RCL) as of Q3 2020, up from 534 in Q2 2020.
- Funds reported $8.71B of Royal Caribbean stock for Q3 2020, up 31% quarter-over-quarter.
- 104 funds opened new Royal Caribbean positions in Q3 2020 and 73 closed out, a net change of +31 holders.
- The largest Royal Caribbean buyer in Q3 2020 was Capital Research Global Investors, an estimated $184M added.
- The largest Royal Caribbean seller in Q3 2020 was Capital World Investors, an estimated $90.1M sold.
Based on aggregated 13F filings for Q3 2020.