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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
PIM
1426
Parasol Investment Management
Illinois
$139K +$4.44K +67 +3%
MA
1427
MCF Advisors
Kentucky
$139K +$39.8K +601 +43%
IIC
1428
Integrated Investment Consultants
Michigan
$136K
RP
1429
Rowlandmiller & Partners
Georgia
$132K +$265 +4 +0.2%
AAP
1430
Arax Advisory Partners
Colorado
$132K +$127K +1,913 New
BAM
1431
Bruderman Asset Management
New York
$127K -$22.3K -337 -15%
CBT
1432
Central Bank & Trust
Kentucky
$126K -$17.4K -262 -13%
GBBWRPM
1433
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K +$73.9K +1,115 +158%
TSW
1434
Thompson Siegel & Walmsley
Virginia
$124K
FWM
1435
Focused Wealth Management
New York
$122K +$52.7K +795 +81%
Fuller & Thaler Asset Management
1436
Fuller & Thaler Asset Management
California
$121K +$116K +1,748 New
TDC
1437
Thompson Davis & Co
Virginia
$119K -$464 -7 -0.4%
MUS
1438
Mitsubishi UFJ Securities
Japan
$119K +$95.8K +1,446 +506%
TJHA
1439
Thomas J. Herzfeld Advisors
Florida
$118K +$464 +7 +0.4%
AC
1440
Alexandria Capital
Virginia
$117K +$199 +3 +0.2%
First Eagle Investment Management
1441
First Eagle Investment Management
New York
$116K -$651K -9,827 -85%
WIM
1442
Westside Investment Management
California
$116K +$110K +1,657 New
RPG
1443
Risk Paradigm Group
Texas
$114K +$26K +392 +31%
TIM
1444
Tortoise Investment Management
New York
$113K +$2.85K +43 +3%
VCM
1445
Versant Capital Management
Arizona
$110K -$11.2K -169 -10%
JWA
1446
JFS Wealth Advisors
Pennsylvania
$109K
JFA
1447
JNBA Financial Advisors
Minnesota
$104K -$328K -4,949 -77%
WA
1448
Winfield Associates
Ohio
$101K
JAM
1449
Jolley Asset Management
North Carolina
$100K -$6.76K -102 -7%
PCP
1450
Proficio Capital Partners
Massachusetts
$100K +$1.33K +20 +1%

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.