We are live on ! Find out more
RTX icon

RTX Corp

1,524 hedge funds and large institutions have $71.3B invested in RTX Corp in 2016 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 584 increasing their positions, 597 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 77

30% more funds holding in top 10

Funds holding in top 10: 5369 (+16)

6% more capital invested

Capital invested by funds: $67.5B → $71.3B (+$3.84B)

4% more funds holding

Funds holding: 1,4721,524 (+52)

2% less repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 597

1.11% less ownership

Funds ownership: 126.47%125.35% (-1.1%)

23% less call options, than puts

Call options by funds: $543M | Put options by funds: $700M

Holders
1,524
Holders Change
+52
Holders Change %
+3.53%
% of All Funds
38.1%
Holding in Top 10
69
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+30.19%
% of All Funds
1.73%
New
158
Increased
584
Reduced
597
Closed
77
Calls
$543M
Puts
$700M
Net Calls
-$158M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Staton Financial Advisors
North Carolina
$4.02M +$142K +2,137 +4%
SNT
602
Security National Trust
West Virginia
$4.01M -$30.6K -461 -0.8%
HI
603
Hendershot Investments
Virginia
$4.01M +$284K +4,282 +8%
SCM
604
Sitrin Capital Management
California
$4M +$41.5K +626 +1%
PTB
605
Pioneer Trust Bank
Oregon
$3.96M -$22.7K -342 -0.6%
EFIC
606
Eliot Finkel Investment Counsel
California
$3.95M +$3.8M +57,315 New
CAM
607
Close Asset Management
United Kingdom
$3.93M +$3.77M +56,870 New
DCM
608
Dynamic Capital Management
Jersey
$3.92M +$3.49M +52,600 +1,266%
BCM
609
BTC Capital Management
Iowa
$3.91M -$130K -1,958 -3%
Schroder Investment Management Group
610
Schroder Investment Management Group
United Kingdom
$3.9M -$26.2M -395,062 -87%
SB
611
Simmons Bank
Arkansas
$3.83M -$12.2K -184 -0.3%
RVM
612
Robinson Value Management
Texas
$3.82M +$3.67M +55,353 New
CA
613
Cornerstone Advisors
North Carolina
$3.81M +$2.74M +41,314 +295%
PFPT
614
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.81M -$149K -2,249 -4%
IFB
615
iAB Financial Bank
Indiana
$3.8M +$319K +4,811 +10%
NME
616
Notis-McConarty Edward
$3.79M +$3.18K +48 +0.1%
CIC
617
Cornercap Investment Counsel
Georgia
$3.78M +$444K +6,706 +14%
SI
618
Stephens Inc
Arkansas
$3.77M +$932K +14,058 +35%
WI
619
Welch Investments
Alabama
$3.77M +$3.62M +54,612 New
EFS
620
Essex Financial Services
Connecticut
$3.76M +$113K +1,698 +3%
ST
621
Somerset Trust
Pennsylvania
$3.75M +$303K +4,568 +9%
ONB
622
Old National Bancorp
Indiana
$3.73M +$28.6K +432 +0.8%
CA
623
Cambridge Associates
Massachusetts
$3.73M +$3.58M +54,028 New
LIM
624
Leavell Investment Management
Alabama
$3.72M -$84.8K -1,280 -2%
SI
625
SII Investments
Wisconsin
$3.72M +$783K +11,813 +28%

RTX Hedge Fund Activity: Q4 2016 in Review

1,524 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2016, worth a combined $71.3B — up 5.7% from $67.5B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new RTX positions and 77 closed out — a net gain of 81 holders — while 584 added to existing stakes and 597 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $387M. The largest seller was Evercore Trust Company, cutting an estimated $533M.

  • 1,524 institutional investors held RTX Corp (RTX) as of Q4 2016, up from 1,472 in Q3 2016.
  • Funds reported $71.3B of RTX Corp stock for Q4 2016, up 5.7% quarter-over-quarter.
  • 158 funds opened new RTX Corp positions in Q4 2016 and 77 closed out, a net change of +81 holders.
  • The largest RTX Corp buyer in Q4 2016 was Morgan Stanley, an estimated $387M added.
  • The largest RTX Corp seller in Q4 2016 was Evercore Trust Company, an estimated $533M sold.

Based on aggregated 13F filings for Q4 2016.