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RTX Corp

2,292 hedge funds and large institutions have $82.9B invested in RTX Corp in 2023 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 922 increasing their positions, 959 reducing their positions, and 311 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $899M

0.65% less ownership

Funds ownership: 79.75%79.1% (-0.65%)

4% less repeat investments, than reductions

Existing positions increased: 922 | Existing positions reduced: 959

7% less funds holding

Funds holding: 2,4562,292 (-164)

27% less capital invested

Capital invested by funds: $114B → $82.9B (-$31.2B)

44% less first-time investments, than exits

New positions opened: 175 | Existing positions closed: 311

66% less funds holding in top 10

Funds holding in top 10: 5820 (-38)

Holders
2,292
Holders Change
-164
Holders Change %
-6.68%
% of All Funds
36.37%
Holding in Top 10
20
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-65.52%
% of All Funds
0.32%
New
175
Increased
922
Reduced
959
Closed
311
Calls
$1.16B
Puts
$899M
Net Calls
+$260M
Net Calls Change
-$574M
Name Holding Trade Value Shares
Change
Change in
Stake
AGA
351
Altrinsic Global Advisors
Connecticut
$10.7M -$659K -7,697 -5%
PP
352
Patten & Patten
Tennessee
$10.6M +$368K +4,302 +3%
SDIC
353
South Dakota Investment Council
South Dakota
$10.6M -$951K -11,104 -7%
CTI
354
Community Trust & Investment
Kentucky
$10.5M +$191K +2,231 +2%
LSA
355
Leonteq Securities AG
Switzerland
$10.5M +$5.5M +64,212 +79%
WC
356
Woodstock Corp
Massachusetts
$10.4M +$54K +631 +0.4%
FVCM
357
F&V Capital Management
Florida
$10.4M -$146K -1,705 -1%
ZCM
358
Ziegler Capital Management
Illinois
$10.4M +$305K +3,564 +3%
FNT
359
First National Trust
Pennsylvania
$10.3M -$105K -1,228 -0.9%
OC
360
Oppenheimer & Co
New York
$10.3M -$653K -7,621 -5%
Jones Financial Companies
361
Jones Financial Companies
Missouri
$10.2M -$150K -1,748 -1%
LDB
362
Lee, Danner & Bass
Tennessee
$10.2M +$2.88M +33,590 +31%
CB
363
Cadence Bank
Mississippi
$10.2M +$24.6K +287 +0.2%
Lazard Asset Management
364
Lazard Asset Management
New York
$10.2M +$305K +3,561 +3%
EWA
365
Exencial Wealth Advisors
Oklahoma
$10.1M -$7.52M -87,810 -38%
AAM
366
Advisors Asset Management
Colorado
$10.1M +$1.62M +18,969 +16%
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$10.1M +$2.48M +28,910 +26%
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$10M -$423K -4,943 -3%
CIA
369
Capital Investment Advisors
Georgia
$9.99M +$239K +2,793 +2%
WJWM
370
Williams Jones Wealth Management
New York
$9.92M -$471K -5,500 -4%
ECG
371
Edge Capital Group
Georgia
$9.87M -$2.45M -28,582 -17%
TS
372
Tamar Securities
California
$9.77M +$3.15M +36,751 +37%
AAS
373
Avantax Advisory Services
Texas
$9.76M +$348K +4,063 +3%
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$9.67M +$359K +4,186 +3%
LSV Asset Management
375
LSV Asset Management
Illinois
$9.67M

RTX Hedge Fund Activity: Q3 2023 in Review

2,292 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q3 2023, worth a combined $82.9B — down 27% from $114B a quarter earlier.

Sellers outnumbered buyers: 311 funds closed out of RTX and 175 opened new positions — a net loss of 136 holders — while 959 trimmed existing stakes and 922 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $762M. The largest seller was Capital World Investors, exiting entirely with an estimated $679M sold.

  • 2,292 institutional investors held RTX Corp (RTX) as of Q3 2023, down from 2,456 in Q2 2023.
  • Funds reported $82.9B of RTX Corp stock for Q3 2023, down 27% quarter-over-quarter.
  • 175 funds opened new RTX Corp positions in Q3 2023 and 311 closed out, a net change of -136 holders.
  • The largest RTX Corp buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $762M added.
  • The largest RTX Corp seller in Q3 2023 was Capital World Investors, an estimated $679M sold.

Based on aggregated 13F filings for Q3 2023.