RTX Corp
RTX
2,416 hedge funds and large institutions have $101B invested in RTX Corp in 2023 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 856 increasing their positions, 1,013 reducing their positions, and 167 closing their positions.
95% more first-time investments, than exits
New positions opened: 325 | Existing positions closed: 167
65% more funds holding in top 10
Funds holding in top 10: 20 → 33 (+13)
47% more call options, than puts
Call options by funds: $3.02B | Put options by funds: $2.06B
22% more capital invested
Capital invested by funds: $82.9B → $101B (+$18.1B)
5% more funds holding
Funds holding: 2,291 → 2,416 (+125)
4.49% more ownership
Funds ownership: 79.1% → 83.59% (+4.5%)
15% less repeat investments, than reductions
Existing positions increased: 856 | Existing positions reduced: 1,013
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.2B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.37B |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$883M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$764M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$549M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.73B |
| 2 |
JP Morgan Chase
New York
|
-$611M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$501M |
| 4 |
Neuberger Berman Group
New York
|
-$226M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$171M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSE
2576
MUFG Securities EMEA
London,
United Kingdom
| – | -$15.5K | -215 | Closed |
|
|
BFP
2577
Briaud Financial Planning
College Station,
Texas
| – | -$11K | -156 | Closed |
|
|
LFASL
2578
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| – | -$8.06K | -112 | Closed |
|
|
ICM
2579
Intrepid Capital Management
Jacksonville Beach,
Florida
| – | -$7.27K | -101 | Closed |
|
|
MAM
2580
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$7.2K | -100 | Closed |
|
|
EA
2581
Evolution Advisers
Richmond,
Virginia
| – | -$5K | -75 | Closed |
|
|
TJHA
2582
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$4.53K | -63 | Closed |
|
2583
Optiver Holding
Amsterdam,
Netherlands
| – | -$2.52K | -35 | Closed |
|
|
AWA
2584
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$1.29K | -18 | Closed |
|
RTX Hedge Fund Activity: Q4 2023 in Review
2,416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2023, worth a combined $101B — up 22% from $82.9B a quarter earlier.
Buyers outnumbered sellers: 325 funds opened new RTX positions and 167 closed out — a net gain of 158 holders — while 856 added to existing stakes and 1,013 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.2B. The largest seller was Wellington Management Group, cutting an estimated $1.73B.
- 2,416 institutional investors held RTX Corp (RTX) as of Q4 2023, up from 2,291 in Q3 2023.
- Funds reported $101B of RTX Corp stock for Q4 2023, up 22% quarter-over-quarter.
- 325 funds opened new RTX Corp positions in Q4 2023 and 167 closed out, a net change of +158 holders.
- The largest RTX Corp buyer in Q4 2023 was Morgan Stanley, an estimated $6.2B added.
- The largest RTX Corp seller in Q4 2023 was Wellington Management Group, an estimated $1.73B sold.
Based on aggregated 13F filings for Q4 2023.