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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
SCM
1301
Salem Capital Management
Massachusetts
$297K
VNA
1302
VNBTrust National Association
Virginia
$296K
HPBT
1303
High Point Bank & Trust
North Carolina
$293K -$7.95K -120 -3%
NSB
1304
Norway Savings Bank
Maine
$293K +$281K +4,241 New
SLA
1305
Silver Lake Advisory
Utah
$292K -$7.16K -108 -2%
FBT
1306
First Bankers Trust
Kentucky
$292K
LCM
1307
LVM Capital Management
Michigan
$292K +$1.59K +24 +0.6%
PGIM
1308
Pacific Global Investment Management
California
$290K +$464 +7 +0.2%
BA
1309
BKS Advisors
Michigan
$288K
WPA
1310
Winning Points Advisors
Florida
$285K +$274K +4,131 New
PCM
1311
Palisade Capital Management
New Jersey
$281K -$546K -8,244 -67%
RHFI
1312
Reilly Herbert Faulkner III
$281K -$5.77K -87 -2%
BCM
1313
Brookstone Capital Management
Illinois
$279K +$17.4K +262 +7%
BCM
1314
Bourgeon Capital Management
Connecticut
$278K
MIM
1315
Midwest Investment Management
Ohio
$278K +$2.85K +43 +1%
PMFA
1316
Plante Moran Financial Advisors
Michigan
$277K -$59.7K -901 -18%
KF
1317
Krilogy Financial
Missouri
$277K +$133 +2 +0%
KWMG
1318
King Wealth Management Group
Florida
$277K +$34.4K +519 +15%
JFGLC
1319
Johnson Financial Group LLC (Colorado)
Colorado
$277K +$266K +4,011 New
LJAC
1320
L.J. Altfest & Co
New York
$276K -$729 -11 -0.3%
RC
1321
RBF Capital
California
$274K
TWA
1322
TCI Wealth Advisors
Arizona
$273K -$1.92K -29 -0.7%
MFW
1323
Meristem Family Wealth
Minnesota
$272K -$24.9K -375 -9%
TF
1324
Tompkins Financial
New York
$272K +$14K +211 +6%
TC
1325
Telemus Capital
Michigan
$271K -$346K -5,217 -57%

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.