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RTX Corp
RTX

Overview Fund Activity

2,401 hedge funds and large institutions have $101B invested in RTX Corp in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 852 increasing their positions, 1,007 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,401
Holders Change
+122
Holders Change %
+5.35%
% of All Funds
35.19%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.48%
New
322
Increased
852
Reduced
1,007
Closed
167
Calls
$3.01B
Puts
$2.06B
Net Calls
+$957M
Net Calls Change
+$697M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.46B
3
Capital International Investors
Capital International Investors
California
+$939M
4
Dodge & Cox
Dodge & Cox
California
+$813M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$583M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$650M
3
Norges Bank
Norges Bank
Norway
-$533M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$241M
5
Franklin Resources
Franklin Resources
California
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWA
501
Beacon Harbor Wealth Advisors
Virginia
$6.33M +$6.33M +75,204 New
RPC
502
Rossmore Private Capital
Connecticut
$6.3M +$5.64K +67 +0.1%
OFA
503
Oak Family Advisors
Illinois
$6.3M -$1.02M -12,097 -14%
Bank Julius Baer & Co
504
Bank Julius Baer & Co
Switzerland
$6.26M +$378K +4,491 +6%
SAM
505
Smithbridge Asset Management
Pennsylvania
$6.16M -$18.9K -225 -0.3%
GWM
506
Graybill Wealth Management
Illinois
$6.13M +$64.7K +769 +1%
EWM
507
Evercore Wealth Management
New York
$6.13M -$33.6K -399 -0.5%
BRWA
508
B. Riley Wealth Advisors
Florida
$6.02M -$3.91M -46,510 -39%
CFC
509
Cincinnati Financial Corp
Ohio
$5.97M – – –
SLG
510
Stanley-Laman Group
Pennsylvania
$5.96M -$209K -2,485 -3%
KFP
511
KMG Fiduciary Partners
Ohio
$5.92M +$319K +3,791 +6%
OPCM
512
Osborne Partners Capital Management
California
$5.92M +$158K +1,882 +3%
Wealthfront Advisers
513
Wealthfront Advisers
California
$5.88M +$2.65M +31,533 +82%
LWP
514
LMG Wealth Partners
Louisiana
$5.88M +$98.2K +1,167 +2%
MFG
515
Monte Financial Group
Connecticut
$5.86M +$161K +1,912 +3%
Envestnet Portfolio Solutions
516
Envestnet Portfolio Solutions
Illinois
$5.86M -$249K -2,962 -4%
RCA
517
Riverview Capital Advisers
Massachusetts
$5.86M +$4.74M +56,388 +426%
SWA
518
SFMG Wealth Advisors
Texas
$5.83M +$48.3K +574 +0.8%
AWM
519
Axxcess Wealth Management
California
$5.82M +$1.51M +17,992 +35%
VFA
520
Valeo Financial Advisors
Indiana
$5.8M -$320K -5,314 -5%
Nomura Holdings
521
Nomura Holdings
Japan
$5.79M -$1.69M -20,103 -23%
CA
522
CSM Advisors
Pennsylvania
$5.79M -$7.91K -94 -0.1%
FFBTD
523
First Financial Bank - Trust Division
Ohio
$5.77M +$5.3M +62,967 +1,133%
CWM
524
Circle Wealth Management
New Jersey
$5.67M +$28.8K +342 +0.5%
WFMPM
525
Woodley Farra Manion Portfolio Management
Indiana
$5.66M -$66.6K -792 -1%
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