Royal Caribbean
646 hedge funds and large institutions have $14.5B invested in Royal Caribbean in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 207 increasing their positions, 203 reducing their positions, and 75 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
40% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 75
3% more funds holding
Funds holding: 625 → 646 (+21)
4% more call options, than puts
Call options by funds: $1.63B | Put options by funds: $1.58B
2% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 203
0.67% more ownership
Funds ownership: 73.14% → 73.81% (+0.67%)
13% less capital invested
Capital invested by funds: $16.6B → $14.5B (-$2.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$158M |
| 2 |
JP Morgan Chase
New York
|
+$71.8M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$59.7M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$57.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$155M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$145M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$44.4M |
| 4 |
Citigroup
New York
|
-$38.9M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$32.4M |
RCL Hedge Fund Activity: Q4 2021 in Review
646 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2021, worth a combined $14.5B — down 13% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new RCL positions and 75 closed out — a net gain of 30 holders — while 207 added to existing stakes and 203 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $158M. The largest seller was Capital Research Global Investors, cutting an estimated $155M.
- 646 institutional investors held Royal Caribbean (RCL) as of Q4 2021, up from 625 in Q3 2021.
- Funds reported $14.5B of Royal Caribbean stock for Q4 2021, down 13% quarter-over-quarter.
- 105 funds opened new Royal Caribbean positions in Q4 2021 and 75 closed out, a net change of +30 holders.
- The largest Royal Caribbean buyer in Q4 2021 was Neuberger Berman Group, an estimated $158M added.
- The largest Royal Caribbean seller in Q4 2021 was Capital Research Global Investors, an estimated $155M sold.
Based on aggregated 13F filings for Q4 2021.