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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
TPWA
1326
TRUE Private Wealth Advisors
Oregon
$269K +$20.5K +310 +8%
GBT
1327
Grove Bank & Trust
Florida
$269K +$81.8K +1,234 +46%
GAG
1328
GM Advisory Group
New York
$269K +$259K +3,901 New
LNC
1329
Lincoln National Corp
Pennsylvania
$269K +$259K +3,901 New
SIAP
1330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$269K +$259K +3,904 New
BIG
1331
Bellwether Investment Group
Tennessee
$268K +$257K +3,880 New
FNBTCON
1332
First National Bank & Trust Co of Newtown
Pennsylvania
$267K
PLFAM
1333
Pineno Levin & Ford Asset Management
Virginia
$267K
IWM
1334
IHT Wealth Management
Illinois
$267K +$254K +3,833 New
AW
1335
Alpha Windward
Massachusetts
$266K +$3.25K +49 +1%
SMC
1336
Smith, Moore & Co
Missouri
$265K +$255K +3,844 New
IB
1337
Intrust Bank
Kansas
$264K -$4.04K -61 -2%
MCMT
1338
Moon Capital Management (Tennessee)
Tennessee
$264K +$133 +2 +0.1%
SWA
1339
Sutton Wealth Advisors
Florida
$264K
HCM
1340
Harvey Capital Management
Florida
$263K
SSI
1341
Scott & Selber Inc
Texas
$263K
DOA
1342
D'Orazio & Associates
Virginia
$262K
IT
1343
Independence Trust
Tennessee
$258K
Dodge & Cox
1344
Dodge & Cox
California
$254K
EWA
1345
Exencial Wealth Advisors
Oklahoma
$254K +$9.35K +141 +4%
HS
1346
Horan Securities
United States
$253K
DIA
1347
Dana Investment Advisors
Wisconsin
$253K +$12.3K +186 +5%
AWM
1348
AllSquare Wealth Management
New York
$252K
CCM
1349
Chilton Capital Management
Texas
$251K -$475K -7,172 -66%
AAM
1350
American Asset Management
Florida
$251K +$242K +3,645 New

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.