Royal Caribbean
625 hedge funds and large institutions have $16.6B invested in Royal Caribbean in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 216 reducing their positions, and 86 closing their positions.
9% more capital invested
Capital invested by funds: $15.1B → $16.6B (+$1.41B)
3.31% more ownership
Funds ownership: 69.82% → 73.14% (+3.3%)
2% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 216
5% less funds holding
Funds holding: 661 → 625 (-36)
23% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.14B
29% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 86
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$462M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$249M |
| 3 |
Morgan Stanley
New York
|
+$133M |
| 4 |
Bank of New York Mellon
New York
|
+$121M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$69.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$99M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$72.4M |
| 3 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$60.7M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$58.8M |
| 5 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$58.8M |
RCL Hedge Fund Activity: Q3 2021 in Review
625 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q3 2021, worth a combined $16.6B — up 9.3% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of RCL and 61 opened new positions — a net loss of 25 holders — while 216 trimmed existing stakes and 212 added.
The largest buyer was Capital International Investors, adding an estimated $462M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $99M sold.
- 625 institutional investors held Royal Caribbean (RCL) as of Q3 2021, down from 661 in Q2 2021.
- Funds reported $16.6B of Royal Caribbean stock for Q3 2021, up 9.3% quarter-over-quarter.
- 61 funds opened new Royal Caribbean positions in Q3 2021 and 86 closed out, a net change of -25 holders.
- The largest Royal Caribbean buyer in Q3 2021 was Capital International Investors, an estimated $462M added.
- The largest Royal Caribbean seller in Q3 2021 was Eagle Asset Management, an estimated $99M sold.
Based on aggregated 13F filings for Q3 2021.