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RTX Corp

1,739 hedge funds and large institutions have $83.9B invested in RTX Corp in 2017 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 597 increasing their positions, 682 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 59

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

11% more capital invested

Capital invested by funds: $75.4B → $83.9B (+$8.51B)

10% more funds holding

Funds holding: 1,5881,739 (+151)

1.85% more ownership

Funds ownership: 129.16%131.01% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 682

45% less call options, than puts

Call options by funds: $610M | Put options by funds: $1.11B

Holders
1,739
Holders Change
+151
Holders Change %
+9.51%
% of All Funds
39.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.47%
New
230
Increased
597
Reduced
682
Closed
59
Calls
$610M
Puts
$1.11B
Net Calls
-$499M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$580M +$93.4M +1,229,567 +21%
Invesco
27
Invesco
Georgia
$556M -$40.6M -535,086 -7%
SAM
28
Southeastern Asset Management
Tennessee
$551M -$65M -856,060 -11%
Fisher Asset Management
29
Fisher Asset Management
Washington
$485M +$15.6M +205,478 +4%
Ameriprise
30
Ameriprise
Minnesota
$484M -$139M -1,830,515 -23%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$482M +$3.16M +41,576 +0.7%
Legal & General Group
32
Legal & General Group
United Kingdom
$460M -$8.49M -111,841 -2%
Lazard Asset Management
33
Lazard Asset Management
New York
$451M -$4.84M -63,787 -1%
BAM
34
Burgundy Asset Management
Ontario, Canada
$442M +$1.52M +20,068 +0.4%
Barclays
35
Barclays
United Kingdom
$427M +$322M +4,243,981 +395%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$411M -$5.16M -67,954 -1%
CS
37
Credit Suisse
Switzerland
$401M +$126M +1,662,702 +50%
JIM
38
Jensen Investment Management
Oregon
$399M +$1.21M +15,876 +0.3%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$393M +$9.25M +121,816 +3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$357M -$953K -12,553 -0.3%
UBS AM
41
UBS AM
Illinois
$355M -$11.9M -156,520 -3%
Charles Schwab
42
Charles Schwab
California
$353M +$12.7M +167,343 +4%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$348M -$18.8M -247,287 -5%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$342M +$323M +4,257,772 New
T
45
Thomaspartners
Massachusetts
$338M +$9M +118,471 +3%
Artisan Partners
46
Artisan Partners
Wisconsin
$311M +$14.9M +196,451 +5%
AAMU
47
Amundi Asset Management US
Massachusetts
$307M +$120M +1,581,174 +70%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$299M +$6.56M +86,346 +2%
PPA
49
Parametric Portfolio Associates
Washington
$295M +$10.5M +138,866 +4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$289M +$81.6M +1,074,582 +42%

RTX Hedge Fund Activity: Q4 2017 in Review

1,739 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2017, worth a combined $83.9B — up 11% from $75.4B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new RTX positions and 59 closed out — a net gain of 171 holders — while 597 added to existing stakes and 682 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Franklin Resources, cutting an estimated $443M.

  • 1,739 institutional investors held RTX Corp (RTX) as of Q4 2017, up from 1,588 in Q3 2017.
  • Funds reported $83.9B of RTX Corp stock for Q4 2017, up 11% quarter-over-quarter.
  • 230 funds opened new RTX Corp positions in Q4 2017 and 59 closed out, a net change of +171 holders.
  • The largest RTX Corp buyer in Q4 2017 was JP Morgan Chase, an estimated $340M added.
  • The largest RTX Corp seller in Q4 2017 was Franklin Resources, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2017.