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Royal Caribbean

1,038 hedge funds and large institutions have $49.7B invested in Royal Caribbean in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 378 increasing their positions, 318 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 81

33% more capital invested

Capital invested by funds: $37.3B → $49.7B (+$12.5B)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

19% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 318

9% more funds holding

Funds holding: 9481,038 (+90)

2.16% less ownership

Funds ownership: 81.69%79.53% (-2.2%)

37% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.76B

Holders
1,038
Holders Change
+90
Holders Change %
+9.49%
% of All Funds
13.67%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
190
Increased
378
Reduced
318
Closed
81
Calls
$1.74B
Puts
$2.76B
Net Calls
-$1.02B
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$6.85B +$61.8M +278,860 +0.9%
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.51B -$504M -2,278,129 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.48B +$458M +2,068,114 +8%
BlackRock
4
BlackRock
New York
$4.14B +$276M +1,247,545 +7%
Capital World Investors
5
Capital World Investors
California
$3.64B +$450M +2,031,549 +15%
State Street
6
State Street
Massachusetts
$2.37B +$170M +767,378 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.37B +$78.4M +353,893 +6%
Primecap Management
8
Primecap Management
California
$985M -$113M -512,485 -11%
Norges Bank
9
Norges Bank
Norway
$708M +$12M +54,312 +2%
Morgan Stanley
10
Morgan Stanley
New York
$657M +$21.1M +95,458 +3%
Invesco
11
Invesco
Georgia
$643M -$118M -531,799 -16%
DZ Bank
12
DZ Bank
Germany
$612M +$114M +513,702 +24%
Northern Trust
13
Northern Trust
Illinois
$546M +$70.7M +319,264 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$486M +$154M +697,265 +49%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$435M -$67.6M -305,137 -14%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$396M +$34.3K +155 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$392M -$259M -1,170,594 -41%
DCP
18
D1 Capital Partners
New York
$362M
Charles Schwab
19
Charles Schwab
California
$350M +$10.7M +48,480 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$311M +$85.3M +384,997 +40%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$309M -$33.7M -152,377 -10%
N
22
Nuveen
North Carolina
$307M -$11.9M -53,657 -4%
Goldman Sachs
23
Goldman Sachs
New York
$297M -$52.7M -238,044 -16%
UBS AM
24
UBS AM
Illinois
$294M -$397K -1,791 -0.1%
Legal & General Group
25
Legal & General Group
United Kingdom
$256M +$3.93M +17,755 +2%

RCL Hedge Fund Activity: Q4 2024 in Review

1,038 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Royal Caribbean (RCL) for Q4 2024, worth a combined $49.7B — up 33% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new RCL positions and 81 closed out — a net gain of 109 holders — while 378 added to existing stakes and 318 trimmed.

The largest buyer was Vanguard Group, adding an estimated $458M. The largest seller was Capital Research Global Investors, cutting an estimated $504M.

  • 1,038 institutional investors held Royal Caribbean (RCL) as of Q4 2024, up from 948 in Q3 2024.
  • Funds reported $49.7B of Royal Caribbean stock for Q4 2024, up 33% quarter-over-quarter.
  • 190 funds opened new Royal Caribbean positions in Q4 2024 and 81 closed out, a net change of +109 holders.
  • The largest Royal Caribbean buyer in Q4 2024 was Vanguard Group, an estimated $458M added.
  • The largest Royal Caribbean seller in Q4 2024 was Capital Research Global Investors, an estimated $504M sold.

Based on aggregated 13F filings for Q4 2024.