We are live on ! Find out more
RTX icon

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
OC
1276
Oakworth Capital
Alabama
$339K
TWM
1277
Torch Wealth Management
Ohio
$336K
AIM
1278
Aspen Investment Management
Michigan
$335K
PNAA
1279
Pictet North America Advisors
Switzerland
$335K
TC
1280
Trust Company
Kansas
$333K -$699K -10,550 -69%
ACP
1281
Aveo Capital Partners
Colorado
$332K +$319K +4,808 New
AIM
1282
Avity Investment Management
Connecticut
$330K +$26.3K +397 +9%
CPO
1283
Cerity Partners OCIO
New York
$329K +$9.21K +139 +3%
LJHT
1284
Laurie J. Hall Trustee
$328K +$306K +4,624 New
RCWMU
1285
Rothschild & Co Wealth Management (UK)
United Kingdom
$327K
LWM
1286
Lyell Wealth Management
California
$327K +$314K +4,737 New
GLI
1287
Guardian Life Insurance
New York
$322K +$1.79K +27 +0.6%
WTB
1288
Washington Trust Bank
Washington
$319K -$102K -1,546 -25%
SRC
1289
Shufro Rose & Co
New York
$318K -$2.65K -40 -0.9%
WSC
1290
Wellington Shields & Co
New York
$316K +$3.65K +55 +1%
FNB
1291
Farmers National Bank
Kentucky
$313K -$10.5K -159 -3%
RIA
1292
Regal Investment Advisors
Michigan
$313K +$15.9K +240 +6%
GS
1293
GAM Systematic
United Kingdom
$307K -$75.2K -1,134 -20%
BHTS
1294
Bar Harbor Trust Services
Maine
$307K -$10.5K -159 -3%
BDF
1295
Balasa Dinverno & Foltz
$307K +$75.4K +1,138 +34%
SOAMC
1296
Spirit of America Management Corp
New York
$307K +$105K +1,589 +56%
CG
1297
Colony Group
Massachusetts
$306K +$52.7K +795 +22%
NFGCM
1298
Norman Fields Gottscho Capital Management
New York
$301K -$20K -302 -6%
AWM
1299
Altavista Wealth Management
North Carolina
$301K
PL
1300
Parthenon LLC
Kentucky
$300K +$9.68K +146 +3%

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.