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RTX Corp

1,370 hedge funds and large institutions have $88.5B invested in RTX Corp in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 486 increasing their positions, 620 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

10% more funds holding in top 10

Funds holding in top 10: 119131 (+12)

2% more funds holding

Funds holding: 1,3491,370 (+21)

5% more call options, than puts

Call options by funds: $605M | Put options by funds: $576M

3% more capital invested

Capital invested by funds: $86.1B → $88.5B (+$2.39B)

0.3% more ownership

Funds ownership: 131.1%131.4% (+0.3%)

22% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 620

Holders
1,370
Holders Change
+21
Holders Change %
+1.56%
% of All Funds
39.55%
Holding in Top 10
131
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.08%
% of All Funds
3.78%
New
89
Increased
486
Reduced
620
Closed
54
Calls
$605M
Puts
$576M
Net Calls
+$29M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1076
Pictet North America Advisors
Switzerland
$598K +$24.6K +342 +4%
IAM
1077
Impala Asset Management
Florida
$595K +$366K +5,091 +170%
BDF
1078
Balasa Dinverno & Foltz
$594K -$3.38K -47 -0.6%
BCM
1079
Becker Capital Management
Oregon
$594K +$99.7K +1,388 +21%
CL
1080
CPWM LLC
Washington
$593K +$23.3K +325 +4%
MCM
1081
McKinley Capital Management
Alaska
$591K -$189K -2,628 -25%
VC
1082
Vicus Capital
Pennsylvania
$590K +$116K +1,621 +25%
WOC
1083
West Oak Capital
California
$587K -$2.87K -40 -0.5%
PHS
1084
Pekin Hardy Strauss
Illinois
$584K
SRC
1085
Shufro Rose & Co
New York
$584K
GD
1086
Grandfield & Dodd
New York
$582K +$13.7K +190 +2%
JT
1087
Jump Trading
Illinois
$582K +$569K +7,916 New
LWI
1088
Long Wharf Investors
Massachusetts
$577K -$68.6K -955 -11%
WCP
1089
Welch Capital Partners
New York
$573K
RC
1090
Roundview Capital
New Jersey
$572K
BP
1091
Ballentine Partners
Massachusetts
$572K +$4.02K +56 +0.7%
HHGA
1092
Halbert Hargrove Global Advisors
California
$570K +$13K +181 +2%
AIM
1093
abrdn Investment Management
United Kingdom
$567K +$554K +7,715 New
ALA
1094
Atherton Lane Advisers
California
$562K +$6.25K +87 +1%
BAS
1095
Brown Advisory Securities
Maryland
$557K -$3.52K -49 -0.6%
GLI
1096
Guardian Life Insurance
New York
$555K -$1.08K -15 -0.2%
HH
1097
Hilltop Holdings
Texas
$554K -$74.4K -1,036 -12%
EGA
1098
Eagle Global Advisors
Texas
$551K -$89.6K -1,247 -14%
AIP
1099
ARS Investment Partners
New York
$549K -$36.6K -509 -6%
UBWV
1100
United Bank (West Virginia)
West Virginia
$536K -$13.7K -191 -3%

RTX Hedge Fund Activity: Q1 2014 in Review

1,370 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2014, worth a combined $88.5B — up 2.8% from $86.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new RTX positions and 54 closed out — a net gain of 35 holders — while 486 added to existing stakes and 620 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14B. The largest seller was Bank of America, cutting an estimated $415M.

  • 1,370 institutional investors held RTX Corp (RTX) as of Q1 2014, up from 1,349 in Q4 2013.
  • Funds reported $88.5B of RTX Corp stock for Q1 2014, up 2.8% quarter-over-quarter.
  • 89 funds opened new RTX Corp positions in Q1 2014 and 54 closed out, a net change of +35 holders.
  • The largest RTX Corp buyer in Q1 2014 was T. Rowe Price Associates, an estimated $1.14B added.
  • The largest RTX Corp seller in Q1 2014 was Bank of America, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2014.