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Royal Caribbean

833 hedge funds and large institutions have $26.6B invested in Royal Caribbean in 2023 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 243 increasing their positions, 267 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)

44% more capital invested

Capital invested by funds: $18.5B → $26.6B (+$8.09B)

14% more funds holding

Funds holding: 733833 (+100)

1.98% more ownership

Funds ownership: 78.11%80.09% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 267

64% less call options, than puts

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

Holders
833
Holders Change
+100
Holders Change %
+13.64%
% 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
243
Reduced
267
Closed
72
Calls
$1.78B
Puts
$4.99B
Net Calls
-$3.21B
Net Calls Change
-$1.26B

RCL Hedge Fund Activity: Q4 2023 in Review

833 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2023, worth a combined $26.6B — up 44% 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 243 added to existing stakes and 267 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $149M. The largest seller was Squarepoint, cutting an estimated $126M.

  • 833 institutional investors held Royal Caribbean (RCL) as of Q4 2023, up from 733 in Q3 2023.
  • Funds reported $26.6B of Royal Caribbean stock for Q4 2023, up 44% 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 JP Morgan Chase, an estimated $149M added.
  • The largest Royal Caribbean seller in Q4 2023 was Squarepoint, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.