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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
BWAM
1001
Boyd Watterson Asset Management
Ohio
$1.28M -$51K -672 -4%
IAS
1002
IMA Advisory Services
Colorado
$1.28M -$23.3K -307 -2%
YMRC
1003
Yorktown Management & Research Company
Virginia
$1.28M +$1.21M +15,890 New
UA
1004
Unison Advisors
District of Columbia
$1.27M +$1.21M +15,876 New
EFSCE
1005
Enterprise Financial Services Corp (EFSC)
Missouri
$1.25M -$1.59K -21 -0.1%
CAM
1006
Covenant Asset Management
New Jersey
$1.25M
FPB
1007
First PREMIER Bank
South Dakota
$1.25M +$40K +527 +4%
NERM
1008
New England Research & Management
Illinois
$1.24M +$290K +3,814 +33%
HCM
1009
Horan Capital Management
Maryland
$1.24M -$2.43K -32 -0.2%
CCM
1010
CrestPoint Capital Management
Missouri
$1.24M -$965K -12,712 -45%
1WA
1011
180 Wealth Advisors
Washington
$1.23M +$1.17M +15,355 New
QCMC
1012
Quantum Capital Management (California)
California
$1.23M -$27.5K -362 -2%
ADL
1013
Asset Dedication LLC
California
$1.23M +$104K +1,370 +10%
AFM
1014
Abbot Financial Management
Massachusetts
$1.23M +$30.1K +397 +3%
PWPCM
1015
Perella Weinberg Partners Capital Management
New York
$1.23M +$1.16M +15,297 New
WEC
1016
Winslow Evans & Crocker
Massachusetts
$1.23M -$14.5K -191 -1%
FWM
1017
Frontier Wealth Management
Missouri
$1.22M -$133K -1,756 -10%
MSS
1018
Mitchell Sinkler & Starr
Pennsylvania
$1.22M -$2.88K -38 -0.2%
GIA
1019
Guyasuta Investment Advisors
Pennsylvania
$1.22M +$1.75K +23 +0.2%
AC
1020
Addenda Capital
Quebec, Canada
$1.22M +$18.9K +249 +1%
YWP
1021
YorkBridge Wealth Partners
New York
$1.21M -$17.3K -228 -1%
CA
1022
Callahan Advisors
Texas
$1.2M -$12.7K -167 -1%
GCC
1023
Guardian Capital (Canada)
Ontario, Canada
$1.19M +$158K +2,082 +16%
AIM
1024
AMI Investment Management
Indiana
$1.19M +$17.6K +232 +2%
IBOK
1025
Independence Bank of Kentucky
Kentucky
$1.18M +$1.12M +14,722 New

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.