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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
HWA
1176
HCR Wealth Advisors
California
$512K +$492K +7,427 New
FRM
1177
Fox Run Management
Connecticut
$504K +$484K +7,309 New
ACA
1178
Anchor Capital Advisors
Massachusetts
$501K -$25.8K -389 -5%
DT
1179
Diversified Trust
Tennessee
$500K +$54.5K +822 +13%
JA
1180
JLB & Associates
Michigan
$498K -$64.3K -970 -12%
GHAM
1181
Gilman Hill Asset Management
Connecticut
$498K +$71.1K +1,073 +17%
FFA
1182
First Foundation Advisors
California
$490K +$35.2K +531 +8%
MCA
1183
Mercer Capital Advisers
New Jersey
$489K
BO
1184
BRR OpCo
Ohio
$488K -$94.9K -1,432 -17%
B
1185
BancorpSouth
Mississippi
$488K
WIA
1186
Westbourne Investment Advisors
Maryland
$488K +$116K +1,748 +33%
ST
1187
Smithfield Trust
Pennsylvania
$487K -$13.3K -200 -3%
SCM
1188
Southport Capital Management
Tennessee
$485K
PTC
1189
Provident Trust Company
Wisconsin
$482K
NSIM
1190
North Star Investment Management
Illinois
$479K +$226K +3,407 +96%
IP
1191
Intellectus Partners
California
$479K +$460K +6,941 New
WA
1192
Wealth Architects
California
$470K -$51K -770 -10%
MFW
1193
Mosaic Family Wealth
Missouri
$468K -$33.6K -507 -7%
GRP
1194
Global Retirement Partners
California
$463K +$445K +6,714 New
DDC
1195
DF Dent & Co
Maryland
$462K
RCM
1196
RB Capital Management
Nevada
$458K +$440K +6,642 New
MCM
1197
Manchester Capital Management
Vermont
$457K -$1.33K -20 -0.3%
WRM
1198
Weybosset Research & Management
Rhode Island
$457K +$10.5K +159 +2%
BCP
1199
Blue Chip Partners
Michigan
$456K -$120K -1,808 -21%
SFA
1200
Sequoia Financial Advisors
Ohio
$454K +$18.8K +283 +4%

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.