Royal Caribbean
642 hedge funds and large institutions have $12.1B invested in Royal Caribbean in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 211 increasing their positions, 184 reducing their positions, and 55 closing their positions.
80% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 55
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
31% more capital invested
Capital invested by funds: $9.23B → $12.1B (+$2.9B)
15% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 184
6% more funds holding
Funds holding: 608 → 642 (+34)
0.64% less ownership
Funds ownership: 73.12% → 72.47% (-0.64%)
73% less call options, than puts
Call options by funds: $616M | Put options by funds: $2.25B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$109M |
| 2 |
Squarepoint
New York
|
+$49.3M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$48.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$41.4M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$138M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$136M |
| 3 |
Man Group
London,
United Kingdom
|
-$79.1M |
| 4 |
Millennium Management
New York
|
-$74.9M |
| 5 |
Barclays
London,
United Kingdom
|
-$56.7M |
RCL Hedge Fund Activity: Q1 2023 in Review
642 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q1 2023, worth a combined $12.1B — up 31% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new RCL positions and 55 closed out — a net gain of 44 holders — while 211 added to existing stakes and 184 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $109M. The largest seller was JP Morgan Chase, cutting an estimated $138M.
- 642 institutional investors held Royal Caribbean (RCL) as of Q1 2023, up from 608 in Q4 2022.
- Funds reported $12.1B of Royal Caribbean stock for Q1 2023, up 31% quarter-over-quarter.
- 99 funds opened new Royal Caribbean positions in Q1 2023 and 55 closed out, a net change of +44 holders.
- The largest Royal Caribbean buyer in Q1 2023 was D.E. Shaw & Co, an estimated $109M added.
- The largest Royal Caribbean seller in Q1 2023 was JP Morgan Chase, an estimated $138M sold.
Based on aggregated 13F filings for Q1 2023.