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RTX Corp

2,417 hedge funds and large institutions have $115B invested in RTX Corp in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,034 increasing their positions, 876 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 126

35% more call options, than puts

Call options by funds: $920M | Put options by funds: $680M

18% more repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 876

0% more funds holding

Funds holding: 2,4152,417 (+2)

0.33% less ownership

Funds ownership: 80.42%80.09% (-0.33%)

5% less capital invested

Capital invested by funds: $120B → $115B (-$5.54B)

25% less funds holding in top 10

Funds holding in top 10: 9571 (-24)

Holders
2,417
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
38.51%
Holding in Top 10
71
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-25.26%
% of All Funds
1.13%
New
179
Increased
1,034
Reduced
876
Closed
126
Calls
$920M
Puts
$680M
Net Calls
+$239M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1226
Capital Investment Advisory Services
North Carolina
$1.22M +$22.8K +231 +2%
HKAM
1227
Horizon Kinetics Asset Management
New York
$1.22M -$4.24K -43 -0.3%
OIA
1228
Optimum Investment Advisors
Illinois
$1.22M -$14.8K -150 -1%
LFA
1229
Legacy Financial Advisors
Kentucky
$1.22M +$69.6K +707 +6%
BCP
1230
Berkeley Capital Partners
Georgia
$1.22M +$7.19K +73 +0.6%
FSA
1231
Fort Sheridan Advisors
Illinois
$1.21M +$108K +1,101 +10%
AL
1232
Aspiriant LLC
California
$1.21M -$30.5K -310 -2%
CTA
1233
Colonial Trust Advisors
South Carolina
$1.21M
KTA
1234
Keeley-Teton Advisors
Illinois
$1.21M -$10.4K -106 -0.9%
MM
1235
Meridian Management
Arkansas
$1.21M +$1.08K +11 +0.1%
GWMIA
1236
Global Wealth Management Investment Advisory
Florida
$1.2M +$78.2K +794 +7%
MW
1237
Marcum Wealth
Ohio
$1.2M -$90.8K -922 -7%
FM
1238
Foster & Motley
Ohio
$1.2M +$34.2K +347 +3%
RIA
1239
Realta Investment Advisors
Delaware
$1.2M -$16.9K -172 -1%
AWM
1240
Aries Wealth Management
Maine
$1.19M -$8.87K -90 -0.7%
CIM
1241
CIM Investment Management
Pennsylvania
$1.19M +$60K +609 +5%
EW
1242
Evoke Wealth
California
$1.19M -$98.3K -998 -3%
FAIM
1243
Financial Advocates Investment Management
Washington
$1.19M -$4.53K -46 -0.4%
Wealth Enhancement Advisory Services
1244
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$1.2M +12,135 New
IIA
1245
ICW Investment Advisors
Arizona
$1.19M +$39.1K +397 +3%
NF
1246
Nikulski Financial
Iowa
$1.18M +$37.9K +385 +3%
BJL
1247
Brighton Jones LLC
Washington
$1.17M -$125K -1,268 -10%
LJAC
1248
L.J. Altfest & Co
New York
$1.17M +$121K +1,227 +11%
ONSWM
1249
Old North State Wealth Management
North Carolina
$1.17M -$14K -142 -1%
LMKC
1250
L.M. Kohn & Company
Ohio
$1.16M -$89K -904 -7%

RTX Hedge Fund Activity: Q1 2023 in Review

2,417 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2023, worth a combined $115B — down 4.6% from $120B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new RTX positions and 126 closed out — a net gain of 53 holders — while 1,034 added to existing stakes and 876 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $774M. The largest seller was Capital Research Global Investors, cutting an estimated $696M.

  • 2,417 institutional investors held RTX Corp (RTX) as of Q1 2023, up from 2,415 in Q4 2022.
  • Funds reported $115B of RTX Corp stock for Q1 2023, down 4.6% quarter-over-quarter.
  • 179 funds opened new RTX Corp positions in Q1 2023 and 126 closed out, a net change of +53 holders.
  • The largest RTX Corp buyer in Q1 2023 was Sanders Capital, an estimated $774M added.
  • The largest RTX Corp seller in Q1 2023 was Capital Research Global Investors, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.