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RTX Corp

1,495 hedge funds and large institutions have $86.8B invested in RTX Corp in 2015 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 545 increasing their positions, 608 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 66

14% more funds holding in top 10

Funds holding in top 10: 102116 (+14)

12% more call options, than puts

Call options by funds: $548M | Put options by funds: $487M

3% more funds holding

Funds holding: 1,4571,495 (+38)

2% more capital invested

Capital invested by funds: $84.9B → $86.8B (+$1.93B)

0.96% more ownership

Funds ownership: 128.99%129.95% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 608

Holders
1,495
Holders Change
+38
Holders Change %
+2.61%
% of All Funds
39.82%
Holding in Top 10
116
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+13.73%
% of All Funds
3.09%
New
126
Increased
545
Reduced
608
Closed
66
Calls
$548M
Puts
$487M
Net Calls
+$60.6M
Net Calls Change
-$210M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1401
Stancorp Investment Advisers
Oregon
$143K +$76.7K +1,027 +113%
AWS
1402
Aris Wealth Services
Pennsylvania
$143K +$145K +1,943 New
DVM
1403
Dreman Value Management
Florida
$141K -$276K -3,702 -66%
DOA
1404
D'Orazio & Associates
Virginia
$141K
FI
1405
FCM Investments
Texas
$141K
SC
1406
Saiers Capital
New York
$141K +$142K +1,907 New
TAM
1407
Troy Asset Management
United Kingdom
$141K
BWA
1408
Burt Wealth Advisors
Maryland
$139K
LWA
1409
Lenox Wealth Advisors
New York
$138K
RP
1410
Rowlandmiller & Partners
Georgia
$137K +$299 +4 +0.2%
CFG
1411
CKW Financial Group
Hawaii
$136K +$37.3K +500 +37%
CPA
1412
Cowen Prime Advisors
New York
$132K +$747 +10 +0.6%
NCM
1413
Nelson Capital Management
California
$132K +$7.84K +105 +6%
AC
1414
Alexandria Capital
Virginia
$128K +$149 +2 +0.1%
1832 Asset Management
1415
1832 Asset Management
Ontario, Canada
$121K -$8.96K -120 -7%
LFR
1416
Lehman Financial Resources
Pennsylvania
$118K +$59.3K +794 +99%
FA
1417
Financial Advantage
Maryland
$117K
RAM
1418
Riggs Asset Management
Pennsylvania
$114K
KPCM
1419
Kings Point Capital Management
New York
$112K
GAM
1420
Gemmer Asset Management
California
$105K
NCMG
1421
NCM Capital Management Group
North Carolina
$105K +$47.5K +636 +80%
BRWM
1422
B. Riley Wealth Management
Tennessee
$104K -$11.1K -148 -9%
PIM
1423
Parasol Investment Management
Illinois
$104K
PIA
1424
Piedmont Investment Advisors
North Carolina
$99.5K
AA
1425
Apriem Advisors
California
$95K +$75 +1 +0.1%

RTX Hedge Fund Activity: Q1 2015 in Review

1,495 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2015, worth a combined $86.8B — up 2.3% from $84.9B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new RTX positions and 66 closed out — a net gain of 60 holders — while 545 added to existing stakes and 608 trimmed.

The largest buyer was Boston Partners, adding an estimated $638M. The largest seller was State Street, cutting an estimated $524M.

  • 1,495 institutional investors held RTX Corp (RTX) as of Q1 2015, up from 1,457 in Q4 2014.
  • Funds reported $86.8B of RTX Corp stock for Q1 2015, up 2.3% quarter-over-quarter.
  • 126 funds opened new RTX Corp positions in Q1 2015 and 66 closed out, a net change of +60 holders.
  • The largest RTX Corp buyer in Q1 2015 was Boston Partners, an estimated $638M added.
  • The largest RTX Corp seller in Q1 2015 was State Street, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2015.