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RTX Corp
RTX

Overview Fund Activity

2,401 hedge funds and large institutions have $101B invested in RTX Corp in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 852 increasing their positions, 1,007 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,401
Holders Change
+122
Holders Change %
+5.35%
% of All Funds
35.19%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.48%
New
322
Increased
852
Reduced
1,007
Closed
167
Calls
$3.01B
Puts
$2.06B
Net Calls
+$957M
Net Calls Change
+$697M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.46B
3
Capital International Investors
Capital International Investors
California
+$939M
4
Dodge & Cox
Dodge & Cox
California
+$813M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$583M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$650M
3
Norges Bank
Norges Bank
Norway
-$533M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$241M
5
Franklin Resources
Franklin Resources
California
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1351
Chemistry Wealth Management
New York
$777K +$56.5K +672 +8%
SNB
1352
Security National Bank
Nebraska
$777K -$69.8K -830 -8%
SBIA
1353
Sheaff Brock Investment Advisors
Indiana
$775K +$2.1K +25 +0.3%
CAM
1354
CenterStar Asset Management
Illinois
$771K +$771K +9,161 New
RDWM
1355
Red Door Wealth Management
Tennessee
$769K +$2.61K +31 +0.3%
MWA
1356
Meridian Wealth Advisors
Texas
$765K -$8.92K -106 -1%
TCPWM
1357
Traverso Chambers Private Wealth Management
California
$764K -$3.87K -46 -0.5%
MMG
1358
Monetary Management Group
Missouri
$764K -$61K -725 -7%
CGL
1359
Clarius Group LLC
Washington
$763K +$18.2K +216 +2%
SP
1360
Successful Portfolios
Florida
$762K +$383K +4,546 +101%
BWM
1361
BKM Wealth Management
Wisconsin
$762K +$762K +9,051 New
AFP
1362
Ausdal Financial Partners
Iowa
$761K +$27.6K +328 +4%
BWP
1363
Balboa Wealth Partners
Arizona
$761K -$28.5K -339 -4%
DG
1364
DMC Group
Alabama
$757K +$158K +1,880 +26%
NAS
1365
Nicolet Advisory Services
Wisconsin
$756K -$119K -1,399 -14%
XS
1366
XR Securities
Illinois
$752K +$97.4K +1,158 +15%
HCA
1367
Heck Capital Advisors
Wisconsin
$750K -$84.6K -1,005 -10%
SAM
1368
Sawgrass Asset Management
Florida
$747K +$303K +3,607 +68%
FAG
1369
Financial Advisory Group
Texas
$747K +$98.8K +1,174 +15%
JIC
1370
Joel Isaacson & Co
New York
$747K +$8.58K +102 +1%
SMH
1371
Sanders Morris Harris
Texas
$743K -$102K -1,190 -12%
AA
1372
Advisory Alpha
Michigan
$742K +$38.8K +461 +6%
FCMC
1373
Founders Capital Management (Connecticut)
Connecticut
$739K – – –
DI
1374
Diligent Investors
California
$739K +$9.93K +118 +1%
CTA
1375
Colonial Trust Advisors
South Carolina
$738K -$266K -3,160 -26%
53 54
55
56 57