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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
PFS
551
Prospera Financial Services
Texas
$6.62M +$1.57M +15,902 +31%
BIM
552
Bridgecreek Investment Management
Oklahoma
$6.59M -$36.9K -375 -0.6%
PI
553
PineBridge Investments
New York
$6.58M +$164K +1,666 +3%
SWA
554
SFMG Wealth Advisors
Texas
$6.55M +$402K +4,078 +6%
Bank Julius Baer & Co
555
Bank Julius Baer & Co
Switzerland
$6.51M +$624K +6,339 +11%
WDA
556
Wendell David Associates
New Hampshire
$6.47M -$49.2K -499 -0.7%
MLICM
557
Metropolitan Life Insurance Company (MetLife)
New York
$6.42M -$1.92M -19,505 -23%
PMG
558
ProVise Management Group
Florida
$6.37M -$332K -3,366 -5%
CCM
559
Cohen Capital Management
California
$6.37M -$30.1K -306 -0.5%
RA
560
Riverstone Advisors
Texas
$6.35M +$42.3K +429 +0.7%
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$6.34M +$838K +8,506 +15%
SAM
562
Synergy Asset Management
Washington
$6.26M -$1.2M -12,155 -16%
BTWM
563
Baker Tilly Wealth Management
Wisconsin
$6.2M -$128K -1,303 -2%
NME
564
Notis-McConarty Edward
$6.2M +$52.7K +535 +0.9%
PWW
565
Pettyjohn Wood & White
Virginia
$6.19M +$20.6K +209 +0.3%
ATPW
566
Ashton Thomas Private Wealth
Arizona
$6.08M +$116K +1,180 +2%
NB
567
NBT Bank
New York
$6.04M -$96.6K -981 -2%
HP
568
Holowesko Partners
Bahamas
$6.03M
IAN
569
Integrated Advisors Network
Texas
$6.01M -$58.7K -596 -1%
PM
570
Phraction Management
Connecticut
$5.99M -$383K -3,889 -6%
BFM
571
Boothbay Fund Management
New York
$5.98M +$5.57M +56,495 +1,232%
BEAM
572
Baker Ellis Asset Management
Washington
$5.98M +$233K +2,368 +4%
OFA
573
Oak Family Advisors
Illinois
$5.97M +$6.01M +60,969 New
LTI
574
Laffer Tengler Investments
Tennessee
$5.96M +$630K +6,398 +12%
APSI
575
Asset Planning Services Inc
Louisiana
$5.96M +$20.2K +205 +0.3%

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.