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RTX Corp

2,417 hedge funds and large institutions have $115B invested in RTX Corp in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,034 increasing their positions, 876 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 126

35% more call options, than puts

Call options by funds: $920M | Put options by funds: $680M

18% more repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 876

0% more funds holding

Funds holding: 2,4152,417 (+2)

0.33% less ownership

Funds ownership: 80.42%80.09% (-0.33%)

5% less capital invested

Capital invested by funds: $120B → $115B (-$5.54B)

25% less funds holding in top 10

Funds holding in top 10: 9571 (-24)

Holders
2,417
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
38.51%
Holding in Top 10
71
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-25.26%
% of All Funds
1.13%
New
179
Increased
1,034
Reduced
876
Closed
126
Calls
$920M
Puts
$680M
Net Calls
+$239M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1451
Charter Oak Capital Management
New Hampshire
$756K +$23.1K +235 +3%
FWA
1452
FSM Wealth Advisors
Ohio
$755K +$38.4K +390 +5%
FCFC
1453
First Commonwealth Financial Corp
Pennsylvania
$755K -$41.2K -418 -5%
FWM
1454
Finer Wealth Management
Massachusetts
$755K +$21.4K +217 +3%
PCM
1455
Pennsylvania Capital Management
Pennsylvania
$753K
AFAS
1456
Acorn Financial Advisory Services
Virginia
$753K -$197 -2 -0%
LWM
1457
Lyell Wealth Management
California
$752K -$19.8K -201 -3%
CWM
1458
Cahaba Wealth Management
Georgia
$752K -$19.6K -199 -3%
CFP
1459
Catalyst Financial Partners
Massachusetts
$751K +$117K +1,187 +18%
SC
1460
Sierra Capital
Florida
$750K -$95.3K -967 -11%
Empower Advisory Group
1461
Empower Advisory Group
Colorado
$748K +$733K +7,441 New
PI
1462
Parkside Investments
Illinois
$747K -$603K -6,118 -44%
EHWM
1463
Eads & Heald Wealth Management
Georgia
$746K -$19.5K -198 -3%
FCP
1464
Fidelis Capital Partners
Florida
$746K +$263K +2,666 +53%
MYIA
1465
Mount Yale Investment Advisors
Colorado
$743K -$353K -3,586 -32%
RCA
1466
Resonant Capital Advisors
Wisconsin
$742K -$131K -1,329 -15%
ACM
1467
AlphaStar Capital Management
North Carolina
$736K -$31.4K -319 -4%
AWM
1468
Aberdeen Wealth Management
Illinois
$734K
WP
1469
WMS Partners
Maryland
$733K +$1.58K +16 +0.2%
GWCM
1470
Godshalk Welsh Capital Management
Pennsylvania
$733K
AI
1471
AXS Investments
New York
$732K -$23.1K -234 -3%
FAM
1472
Formidable Asset Management
Ohio
$730K -$5.42K -55 -0.7%
IFG
1473
Independent Financial Group
California
$730K +$21.8K +221 +3%
RCAG
1474
Rehmann Capital Advisory Group
Michigan
$730K
AWM
1475
Accurate Wealth Management
Florida
$728K +$189K +1,916 +36%

RTX Hedge Fund Activity: Q1 2023 in Review

2,417 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2023, worth a combined $115B — down 4.6% from $120B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new RTX positions and 126 closed out — a net gain of 53 holders — while 1,034 added to existing stakes and 876 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $774M. The largest seller was Capital Research Global Investors, cutting an estimated $696M.

  • 2,417 institutional investors held RTX Corp (RTX) as of Q1 2023, up from 2,415 in Q4 2022.
  • Funds reported $115B of RTX Corp stock for Q1 2023, down 4.6% quarter-over-quarter.
  • 179 funds opened new RTX Corp positions in Q1 2023 and 126 closed out, a net change of +53 holders.
  • The largest RTX Corp buyer in Q1 2023 was Sanders Capital, an estimated $774M added.
  • The largest RTX Corp seller in Q1 2023 was Capital Research Global Investors, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.