Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROYAL CARIBBEAN GROUP (RCL)

1K + Investors. Track Smart Money conviction in RCL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
9Q ▲
Buyers last Q
51%

Smart Money Signals — RCL

Based on 1130 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added RCL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,130 hedge funds hold RCL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+157 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

594 buying564 selling
Last quarter: 594 funds bought or added vs 564 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new RCL position: 152 → 212 → 147 → 163. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 18% new
672 out of 1,130 hedge funds have held RCL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -15%

Value
-15%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~163 new funds/quarter

159 → 152 → 212 → 147 → 163 new funds/Q
New funds entering each quarter: 152 → 212 → 147 → 163. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 24% new
Of 1,191 current holders: 746 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
48 of 1130 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in RCL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RCL

How many hedge funds hold RCL — quarterly history vs. share price
Quarterly hedge fund ownership of RCL vs. share price

Market Analysis: RCL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RCL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

130 top-rated funds 10 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: RCL
2026 Q1 Stats Unlock in 21 days 1K + Investors

Track Smart Money conviction in RCL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1191 1195 -0.33%
13F Shares 228M 226M 1.02%
Total Value $63.06B $74.60B -15.48%
New Positions 168 149 +19
Increased Positions 525 517 +8
Closed Positions 166 126 +40
Reduced Positions 481 491 -10
Total Calls 38 43 -11.63%
Total Puts 37 42 -11.9%
PUT/CALL Ratio 0.97 0.98 Neutral

Statistics: RCL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RCL. Verified SEC 13F-HR filings.

Top 25 institutional holders of RCL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dougherty & Associates, LLC 9.34% 36,949 $10.2M
2 Mezzasalma Advisors, LLC 1.90% 26,973 $7.4M
3 Piscataqua Savings Bank 1.25% 6,490 $1.8M
4 REXFORD CAPITAL INC 1.25% 6,389 $1.8M
5 Spurstone Advisory Services, LLC 0.94% 200 $55K
6 ABNER HERRMAN & BROCK LLC 0.83% 27,320 $8K
7 Wiser Advisor Group LLC 0.74% 2,238 $616K
8 Western Financial Corp/CA 0.72% 6,710 $1.8M
9 Asset Planning,Inc 0.65% 3,300 $908K
10 Revisor Wealth Management LLC 0.56% 7,430 $2.0M
11 PINNACLE ASSOCIATES LTD 0.54% 153,882 $42.3M
12 SPIREPOINT PRIVATE CLIENT, LLC 0.53% 20,366 $5.6M
13 Integrated Wealth Management 0.50% 1,592 $438K
14 Center For Asset Management LLC 0.46% 3,357 $924K
15 Bank & Trust Co 0.45% 2,407 $662K
16 IFC & Insurance Marketing, Inc. 0.43% 1,508 $415K
17 Sunpointe, LLC 0.41% 4,496 $1.2M
18 RD Lewis Holdings, Inc. 0.38% 1,598 $441K
19 Encompass More Asset Management 0.37% 8,113 $2.2M
20 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.37% 9,157 $2.5M
21 Latitude Advisors, LLC 0.37% 2,933 $807K
22 Curat Global, LLC 0.36% 1,335 $367K
23 Sanchez Gaunt Capital Management, LLC 0.32% 1,862 $512K
24 SIERRA OCEAN, LLC 0.29% 1,289 $355K
25 Stanley-Laman Group, Ltd. 0.28% 8,189 $2.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ROYAL CARIBBEAN GROUP (RCL)

What does the Smart Money Trend signal show for RCL?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added RCL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RCL?

Slight buying edge — 51% buying: Last quarter: 594 funds bought or added vs 564 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RCL holders?

Elite ownership — 71% AUM from top-100 funds: 48 of 1130 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in RCL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RCL?

59% of holders stayed for 2+ years: 672 out of 1,130 hedge funds have held RCL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.