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Royal Caribbean

909 hedge funds and large institutions have $33.8B invested in Royal Caribbean in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 319 increasing their positions, 287 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 64

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

18% more capital invested

Capital invested by funds: $28.8B → $33.8B (+$5.05B)

11% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 287

8% more funds holding

Funds holding: 844909 (+65)

1.71% more ownership

Funds ownership: 80.73%82.45% (+1.7%)

1% less call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.83B

Holders
909
Holders Change
+65
Holders Change %
+7.7%
% of All Funds
13.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
141
Increased
319
Reduced
287
Closed
64
Calls
$1.81B
Puts
$1.83B
Net Calls
-$15.7M
Net Calls Change
+$548M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.83B +$140M +970,142 +3%
Capital International Investors
2
Capital International Investors
California
$4.68B -$37.9M -263,672 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.12B +$58.2M +404,453 +2%
BlackRock
4
BlackRock
New York
$2.66B +$44.2M +307,129 +2%
Capital World Investors
5
Capital World Investors
California
$1.71B +$844M +5,866,897 +121%
State Street
6
State Street
Massachusetts
$1.45B +$42.4M +294,854 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$893M +$30.6M +212,838 +4%
Primecap Management
8
Primecap Management
California
$777M -$18.2M -126,822 -3%
DZ Bank
9
DZ Bank
Germany
$757M +$369M +2,569,253 +118%
Norges Bank
10
Norges Bank
Norway
$478M +$37.6M +261,388 +10%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$467M -$203M -1,410,038 -32%
JP Morgan Chase
12
JP Morgan Chase
New York
$452M -$136M -945,099 -25%
Invesco
13
Invesco
Georgia
$422M +$12.6M +87,384 +3%
Morgan Stanley
14
Morgan Stanley
New York
$369M +$2.97M +20,661 +0.9%
Northern Trust
15
Northern Trust
Illinois
$339M -$1.31M -9,141 -0.4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$327M +$57.6M +400,565 +24%
DCP
17
D1 Capital Partners
New York
$241M +$112M +777,103 +106%
Charles Schwab
18
Charles Schwab
California
$239M +$633K +4,400 +0.3%
N
19
Nuveen
North Carolina
$232M -$93.1M -647,668 -31%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$230M -$3.81M -26,461 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$222M -$26.4M -183,623 -12%
Goldman Sachs
22
Goldman Sachs
New York
$206M -$29M -201,809 -14%
UBS AM
23
UBS AM
Illinois
$202M +$60.8M +422,796 +50%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$198M +$175M +1,214,994 +4,741%
AI
25
Ariel Investments
Illinois
$189M -$6.9M -47,964 -4%

RCL Hedge Fund Activity: Q2 2024 in Review

909 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q2 2024, worth a combined $33.8B — up 18% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new RCL positions and 64 closed out — a net gain of 77 holders — while 319 added to existing stakes and 287 trimmed.

The largest buyer was Capital World Investors, adding an estimated $844M. The largest seller was D.E. Shaw & Co, cutting an estimated $203M.

  • 909 institutional investors held Royal Caribbean (RCL) as of Q2 2024, up from 844 in Q1 2024.
  • Funds reported $33.8B of Royal Caribbean stock for Q2 2024, up 18% quarter-over-quarter.
  • 141 funds opened new Royal Caribbean positions in Q2 2024 and 64 closed out, a net change of +77 holders.
  • The largest Royal Caribbean buyer in Q2 2024 was Capital World Investors, an estimated $844M added.
  • The largest Royal Caribbean seller in Q2 2024 was D.E. Shaw & Co, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2024.