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RTX Corp

1,588 hedge funds and large institutions have $75.4B invested in RTX Corp in 2017 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 636 increasing their positions, 628 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

2.4% more ownership

Funds ownership: 126.76%129.16% (+2.4%)

1% more repeat investments, than reductions

Existing positions increased: 636 | Existing positions reduced: 628

0% more funds holding

Funds holding: 1,5821,588 (+6)

3% less capital invested

Capital invested by funds: $78.1B → $75.4B (-$2.68B)

30% less funds holding in top 10

Funds holding in top 10: 7955 (-24)

33% less call options, than puts

Call options by funds: $536M | Put options by funds: $798M

Holders
1,588
Holders Change
+6
Holders Change %
+0.38%
% of All Funds
39.59%
Holding in Top 10
55
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-30.38%
% of All Funds
1.37%
New
98
Increased
636
Reduced
628
Closed
77
Calls
$536M
Puts
$798M
Net Calls
-$261M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1501
JNBA Financial Advisors
Minnesota
$118K +$2.88K +39 +2%
WAP
1502
Wealthcare Advisory Partners
Pennsylvania
$118K +$120K +1,621 New
VNA
1503
Valley National Advisers
Pennsylvania
$116K -$39.5K -534 -25%
RAM
1504
Riggs Asset Management
Pennsylvania
$116K
FA
1505
Financial Advantage
Maryland
$116K +$118K +1,589 New
TIM
1506
Tortoise Investment Management
New York
$112K
CHP
1507
Cable Hill Partners
Oregon
$111K +$18.6K +251 +20%
JAM
1508
Jolley Asset Management
North Carolina
$105K
KLC
1509
Knowledge Leaders Capital
Colorado
$105K +$106K +1,432 New
VCM
1510
Versant Capital Management
Arizona
$104K -$5.33K -72 -5%
CAPTRUST Financial Advisors
1511
CAPTRUST Financial Advisors
North Carolina
$102K +$95.6K +1,292 New
HCM
1512
Highlander Capital Management
New Jersey
$100K
SIM
1513
Sonora Investment Management
Arizona
$99.7K +$10.7K +145 +12%
BL
1514
Balentine LLC
Georgia
$93K -$15.2K -205 -14%
TWMP
1515
Taylor Wealth Management Partners
Massachusetts
$93K
WPA
1516
West Paces Advisors
Georgia
$92.5K
TJHA
1517
Thomas J. Herzfeld Advisors
Florida
$90K -$592 -8 -0.6%
WWM
1518
Willingdon Wealth Management
North Carolina
$87K +$87.8K +1,187 New
FA
1519
Fortis Advisors
Pennsylvania
$87K +$88.2K +1,192 New
ACM
1520
Americafirst Capital Management
California
$80.1K +$81.1K +1,096 New
PFO
1521
Pathstone Family Office
New Jersey
$80K -$2.37K -32 -3%
BC
1522
Barnett & Company
Tennessee
$79K -$5.84K -79 -7%
MCIA
1523
Mountain Capital Investment Advisors
Colorado
$76K +$296 +4 +0.4%
APSP
1524
Asset Planning Services (Pennsylvania)
Pennsylvania
$75K
TCM
1525
Tributary Capital Management
Nebraska
$75K +$76.4K +1,033 New

RTX Hedge Fund Activity: Q3 2017 in Review

1,588 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q3 2017, worth a combined $75.4B — down 3.4% from $78.1B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new RTX positions and 77 closed out — a net gain of 21 holders — while 636 added to existing stakes and 628 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $664M. The largest seller was Wellington Management Group, cutting an estimated $239M.

  • 1,588 institutional investors held RTX Corp (RTX) as of Q3 2017, up from 1,582 in Q2 2017.
  • Funds reported $75.4B of RTX Corp stock for Q3 2017, down 3.4% quarter-over-quarter.
  • 98 funds opened new RTX Corp positions in Q3 2017 and 77 closed out, a net change of +21 holders.
  • The largest RTX Corp buyer in Q3 2017 was Morgan Stanley, an estimated $664M added.
  • The largest RTX Corp seller in Q3 2017 was Wellington Management Group, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2017.