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Royal Caribbean

832 hedge funds and large institutions have $26.9B invested in Royal Caribbean in 2023 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 244 increasing their positions, 266 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 72

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

45% more capital invested

Capital invested by funds: $18.5B → $26.9B (+$8.39B)

14% more funds holding

Funds holding: 732832 (+100)

2.88% more ownership

Funds ownership: 78.11%80.99% (+2.9%)

8% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 266

64% less call options, than puts

Call options by funds: $1.78B | Put options by funds: $4.99B

Holders
832
Holders Change
+100
Holders Change %
+13.66%
% of All Funds
12.13%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
182
Increased
244
Reduced
266
Closed
72
Calls
$1.78B
Puts
$4.99B
Net Calls
-$3.21B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$3.85B +$23.9M +234,224 +0.8%
Capital International Investors
2
Capital International Investors
California
$3.8B +$35.9M +351,747 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.27B +$36.7M +359,770 +1%
BlackRock
4
BlackRock
New York
$2.08B +$27.1M +265,636 +2%
State Street
5
State Street
Massachusetts
$1.15B +$33.4M +327,391 +4%
Primecap Management
6
Primecap Management
California
$777M -$19.4M -190,300 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$670M +$14M +137,359 +3%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$632M +$7.3M +71,584 +1%
Morgan Stanley
9
Morgan Stanley
New York
$602M +$235M +2,301,660 +98%
JP Morgan Chase
10
JP Morgan Chase
New York
$488M +$149M +1,465,312 +64%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$467M -$61.1M -599,153 -14%
Capital World Investors
12
Capital World Investors
California
$340M -$178K -1,749 -0.1%
Norges Bank
13
Norges Bank
Norway
$323M +$25.4M +249,519 +11%
Northern Trust
14
Northern Trust
Illinois
$294M -$6.87M -67,406 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$288M -$37.8M -370,554 -14%
Invesco
16
Invesco
Georgia
$280M +$25M +245,104 +13%
N
17
Nuveen
North Carolina
$224M +$101M +992,616 +134%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$206M +$1.48M +14,528 +0.9%
Renaissance Technologies
19
Renaissance Technologies
New York
$200M -$46.1M -452,200 -23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$198M -$572K -5,616 -0.4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$192M +$101M +989,008 +201%
AI
22
Ariel Investments
Illinois
$177M -$22.3M -218,535 -14%
Goldman Sachs
23
Goldman Sachs
New York
$174M +$48.1M +471,715 +54%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$166M +$92.2M +904,942 +239%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$164M +$29.2M +286,395 +29%

RCL Hedge Fund Activity: Q4 2023 in Review

832 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2023, worth a combined $26.9B — up 45% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new RCL positions and 72 closed out — a net gain of 110 holders — while 244 added to existing stakes and 266 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $235M. The largest seller was Squarepoint, cutting an estimated $126M.

  • 832 institutional investors held Royal Caribbean (RCL) as of Q4 2023, up from 732 in Q3 2023.
  • Funds reported $26.9B of Royal Caribbean stock for Q4 2023, up 45% quarter-over-quarter.
  • 182 funds opened new Royal Caribbean positions in Q4 2023 and 72 closed out, a net change of +110 holders.
  • The largest Royal Caribbean buyer in Q4 2023 was Morgan Stanley, an estimated $235M added.
  • The largest Royal Caribbean seller in Q4 2023 was Squarepoint, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.