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RTX Corp

2,417 hedge funds and large institutions have $115B invested in RTX Corp in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,034 increasing their positions, 876 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 126

35% more call options, than puts

Call options by funds: $920M | Put options by funds: $680M

18% more repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 876

0% more funds holding

Funds holding: 2,4152,417 (+2)

0.33% less ownership

Funds ownership: 80.42%80.09% (-0.33%)

5% less capital invested

Capital invested by funds: $120B → $115B (-$5.54B)

25% less funds holding in top 10

Funds holding in top 10: 9571 (-24)

Holders
2,417
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
38.51%
Holding in Top 10
71
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-25.26%
% of All Funds
1.13%
New
179
Increased
1,034
Reduced
876
Closed
126
Calls
$920M
Puts
$680M
Net Calls
+$239M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2526
Pegasus Partners
Wisconsin
-$201K -1,992 Closed
FWA
2527
Freedom Wealth Alliance
Wisconsin
-$159K -1,572 Closed
WOSD
2528
WFA of San Diego
California
-$152K -1,511 Closed
MS
2529
Madden Securities
Texas
-$152K -1,505 Closed
FA
2530
Fiduciary Alliance
South Carolina
-$139K -1,377 Closed
OWA
2531
One Wealth Advisors
California
-$117K -1,159 Closed
DWP
2532
Destiny Wealth Partners
Florida
-$92.7K -918 Closed
CA
2533
Corrado Advisors
New Jersey
-$63.2K -626 Closed
WA
2534
Win Advisors
Florida
-$39.8K -394 Closed
R
2535
Rebalance
California
-$36.4K -361 Closed
MPCL
2536
My Personal CFO LLC
Washington
-$31.7K -314 Closed
FCG
2537
Financial Connections Group
California
-$23K -231 Closed
MSCM
2538
McElhenny Sheffield Capital Management
Texas
-$22.5K -223 Closed
PFC
2539
Phocas Financial Corp
California
-$19.7K -195 Closed
LS
2540
Leelyn Smith
Illinois
-$19.4K -192 Closed
MDCM
2541
Morgan Dempsey Capital Management
Wisconsin
-$15.4K -153 Closed
AF
2542
Affiance Financial
Minnesota
-$15.1K -150 Closed
PWS
2543
Paragon Wealth Strategies
Florida
-$13K -129 Closed
HF
2544
Halpern Financial
Virginia
-$6.56K -65 Closed
FCAS
2545
First Command Advisory Services
Texas
+$1.58K +16 New

RTX Hedge Fund Activity: Q1 2023 in Review

2,417 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2023, worth a combined $115B — down 4.6% from $120B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new RTX positions and 126 closed out — a net gain of 53 holders — while 1,034 added to existing stakes and 876 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $774M. The largest seller was Capital Research Global Investors, cutting an estimated $696M.

  • 2,417 institutional investors held RTX Corp (RTX) as of Q1 2023, up from 2,415 in Q4 2022.
  • Funds reported $115B of RTX Corp stock for Q1 2023, down 4.6% quarter-over-quarter.
  • 179 funds opened new RTX Corp positions in Q1 2023 and 126 closed out, a net change of +53 holders.
  • The largest RTX Corp buyer in Q1 2023 was Sanders Capital, an estimated $774M added.
  • The largest RTX Corp seller in Q1 2023 was Capital Research Global Investors, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.