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RTX Corp
RTX

1,882 hedge funds and large institutions have $91B invested in RTX Corp in 2019 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 765 increasing their positions, 744 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $2.58B | Put options by funds: $472M

25% more funds holding in top 10

Funds holding in top 10: 56 → 70 (+14)

25% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 126

22% more capital invested

Capital invested by funds: $74.3B → $91B (+$16.7B)

10.02% more ownership

Funds ownership: 120.16% → 130.18% (+10%)

3% more repeat investments, than reductions

Existing positions increased: 765 | Existing positions reduced: 744

1% more funds holding

Funds holding: 1,871 → 1,882 (+11)

Holders
1,882
Holders Change
+11
Holders Change %
+0.59%
% of All Funds
40.74%
Holding in Top 10
70
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25%
% of All Funds
1.52%
New
157
Increased
765
Reduced
744
Closed
126
Calls
$2.58B
Puts
$472M
Net Calls
+$2.1B
Net Calls Change
+$1.91B

Top Buyers

Rank Fund Capital Flow
1
TP
Third Point
New York
+$782M
2
BlackRock
BlackRock
New York
+$385M
3
Dodge & Cox
Dodge & Cox
California
+$367M
4
JSP
Jackson Square Partners
California
+$311M
5
ClearBridge Investments
ClearBridge Investments
New York
+$302M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$403M
2
Lazard Asset Management
Lazard Asset Management
New York
-$366M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$250M
4
Bank of America
Bank of America
North Carolina
-$233M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$232M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
976
HC Financial Advisors
California
$1.6M +$1.5M +19,759 New
AWM
977
AE Wealth Management
Kansas
$1.6M +$689K +9,062 +85%
DHFB
978
Dixon Hubard Feinour & Brown
Virginia
$1.6M +$34K +448 +2%
YMRC
979
Yorktown Management & Research Company
Virginia
$1.6M – – –
SNBOSD
980
Security National Bank of So Dak
Iowa
$1.6M +$25.3K +333 +2%
BFO
981
Biltmore Family Office
North Carolina
$1.59M +$97.2K +1,279 +7%
WCM
982
Wunderlich Capital Managemnt
Tennessee
$1.59M +$3.27K +43 +0.2%
GIA
983
Guyasuta Investment Advisors
Pennsylvania
$1.58M -$1.82K -24 -0.1%
CPA
984
Clear Perspective Advisors
Illinois
$1.58M +$8.36K +110 +0.6%
JMFC
985
J.M. Forbes & Co
Massachusetts
$1.58M – – –
MC
986
Martin & Co
Tennessee
$1.57M -$26K -342 -2%
DAM
987
Diamant Asset Management
Connecticut
$1.57M -$48.8K -642 -3%
HIC
988
Holderness Investments Company
North Carolina
$1.57M -$5.39K -71 -0.4%
SPC
989
Sigma Planning Corp
Michigan
$1.56M -$40.7K -535 -3%
BBNA
990
Bremer Bank National Association
Minnesota
$1.56M +$1.33M +17,441 New
PFS
991
Prospera Financial Services
Texas
$1.56M +$362K +4,758 +34%
MM
992
Meridian Management
Arkansas
$1.55M – – –
SNBOSCI
993
Security National Bank of Sioux City Iowa
Iowa
$1.55M -$115K -1,518 -7%
GPA
994
Garrison Point Advisors
California
$1.55M +$10.9K +143 +0.8%
DJSG
995
D.J. St. Germain
Massachusetts
$1.55M -$83.2K -1,095 -5%
AMI
996
Amica Mutual Insurance
Rhode Island
$1.55M – – –
TAM
997
Troy Asset Management
United Kingdom
$1.55M – – –
CGM
998
Centenus Global Management
New York
$1.55M +$1.45M +19,068 New
FCCM
999
First City Capital Management
Georgia
$1.54M -$21.9K -288 -1%
HCMNY
1000
Howard Capital Management (New York)
New York
$1.54M +$10.6K +140 +0.7%
38 39
40
41 42

RTX Hedge Fund Activity: Q1 2019 in Review

1,882 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2019, worth a combined $91B — up 22% from $74.3B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new RTX positions and 126 closed out — a net gain of 31 holders — while 765 added to existing stakes and 744 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $782M. The largest seller was UBS Group, cutting an estimated $403M.

  • 1,882 institutional investors held RTX Corp (RTX) as of Q1 2019, up from 1,871 in Q4 2018.
  • Funds reported $91B of RTX Corp stock for Q1 2019, up 22% quarter-over-quarter.
  • 157 funds opened new RTX Corp positions in Q1 2019 and 126 closed out, a net change of +31 holders.
  • The largest RTX Corp buyer in Q1 2019 was Third Point, an estimated $782M added.
  • The largest RTX Corp seller in Q1 2019 was UBS Group, an estimated $403M sold.

Based on aggregated 13F filings for Q1 2019.