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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
PIA
1401
Peachtree Investment Advisors
Georgia
$206K +$198K +2,986 New
MCM
1402
MV Capital Management
Maryland
$203K
BWM
1403
BigSur Wealth Management
Florida
$203K +$195K +2,940 New
SCM
1404
Stonehearth Capital Management
Massachusetts
$203K +$195K +2,943 New
BW
1405
Bison Wealth
Georgia
$201K -$34.3K -518 -15%
GAM
1406
Gould Asset Management
California
$201K +$194K +2,921 New
PFGIA
1407
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$188K +2,840 New
ACM
1408
AUA Capital Management
Pennsylvania
$197K +$190K +2,860 New
CHP
1409
Cable Hill Partners
Oregon
$196K -$34.4K -519 -15%
JGIA
1410
Jackson Grant Investment Advisers
Connecticut
$194K -$14.8K -224 -7%
SFS
1411
Sowell Financial Services
Arkansas
$188K +$177K +2,677 New
SHJ
1412
Sharkey, Howes & Javer
Colorado
$186K
BWM
1413
Baystate Wealth Management
Massachusetts
$183K +$174K +2,625 New
VCM
1414
Vigilant Capital Management
Maine
$178K -$43.2K -652 -20%
AIM
1415
Advantage Investment Management
Iowa
$168K +$19.4K +292 +14%
HDIM
1416
Hanson & Doremus Investment Management
Vermont
$166K -$6.89K -104 -4%
OFS
1417
Orrstown Financial Services
Pennsylvania
$154K +$8.95K +135 +6%
MWM
1418
Mascoma Wealth Management
New Hampshire
$152K +$146K +2,209 New
HRC
1419
Hoertkorn Richard Charles
$150K
CFA
1420
CT Financial Advisors
Pennsylvania
$150K
AOWM
1421
Alpha Omega Wealth Management
Virginia
$149K +$6.03K +91 +4%
SIA
1422
SeaBridge Investment Advisors
New Jersey
$147K
BWA
1423
Burt Wealth Advisors
Maryland
$147K +$15.8K +239 +13%
Carson Wealth (CWM LLC)
1424
Carson Wealth (CWM LLC)
Nebraska
$143K -$38.3K -578 -22%
FI
1425
FCM Investments
Texas
$143K

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.