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RTX Corp

1,739 hedge funds and large institutions have $83.9B invested in RTX Corp in 2017 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 597 increasing their positions, 682 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 59

18% more funds holding in top 10

Funds holding in top 10: 5565 (+10)

11% more capital invested

Capital invested by funds: $75.4B → $83.9B (+$8.51B)

10% more funds holding

Funds holding: 1,5881,739 (+151)

1.85% more ownership

Funds ownership: 129.16%131.01% (+1.9%)

12% less repeat investments, than reductions

Existing positions increased: 597 | Existing positions reduced: 682

45% less call options, than puts

Call options by funds: $610M | Put options by funds: $1.11B

Holders
1,739
Holders Change
+151
Holders Change %
+9.51%
% of All Funds
39.44%
Holding in Top 10
65
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.18%
% of All Funds
1.47%
New
230
Increased
597
Reduced
682
Closed
59
Calls
$610M
Puts
$1.11B
Net Calls
-$499M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1551
GSB Wealth Management
Connecticut
$230K
JGIA
1552
Jackson Grant Investment Advisers
Connecticut
$230K +$1.14K +15 +0.5%
BPB
1553
Badgley, Phelps & Bell
Washington
$230K +$5.62K +74 +3%
CGA
1554
Crescent Grove Advisors
Illinois
$228K
TL
1555
TrueWealth LLC
Georgia
$228K +$216K +2,846 New
TNAM
1556
Terra Nova Asset Management
New York
$227K
WCWM
1557
Wooster Corthell Wealth Management
Connecticut
$226K
AssetMark Inc
1558
AssetMark Inc
California
$226K +$18.8K +248 +10%
KWA
1559
KCS Wealth Advisory
California
$226K +$214K +2,816 New
WCM
1560
Windsor Capital Management
Arizona
$225K -$96K -1,265 -31%
HCA
1561
Horan Capital Advisors
Ohio
$225K -$60.4K -795 -22%
SWM
1562
Segment Wealth Management
Texas
$225K -$32.6K -429 -13%
NFA
1563
Nuveen Fund Advisors
Illinois
$225K -$1.22K -16 -0.6%
ACP
1564
Aveo Capital Partners
Colorado
$225K +$212K +2,798 New
AAP
1565
Arax Advisory Partners
Colorado
$224K +$58.8K +774 +38%
AIP
1566
Ahrens Investment Partners
Louisiana
$224K +$212K +2,786 New
FRM
1567
Foundation Resource Management
Arkansas
$223K
SBWM
1568
Sunflower Bank Wealth Management
Arizona
$222K
JWA
1569
JFS Wealth Advisors
Pennsylvania
$221K +$13.1K +173 +7%
MCM
1570
Marathon Capital Management
Maryland
$221K +$210K +2,760 New
MGIA
1571
Moneta Group Investment Advisors
Missouri
$218K -$3.8K -50 -2%
SHJ
1572
Sharkey, Howes & Javer
Colorado
$217K
AC
1573
AFAM Capital
Texas
$217K +$205K +2,701 New
BWA
1574
Burt Wealth Advisors
Maryland
$214K +$30.8K +406 +18%
BW
1575
Bison Wealth
Georgia
$214K +$202K +2,660 New

RTX Hedge Fund Activity: Q4 2017 in Review

1,739 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2017, worth a combined $83.9B — up 11% from $75.4B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new RTX positions and 59 closed out — a net gain of 171 holders — while 597 added to existing stakes and 682 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Franklin Resources, cutting an estimated $443M.

  • 1,739 institutional investors held RTX Corp (RTX) as of Q4 2017, up from 1,588 in Q3 2017.
  • Funds reported $83.9B of RTX Corp stock for Q4 2017, up 11% quarter-over-quarter.
  • 230 funds opened new RTX Corp positions in Q4 2017 and 59 closed out, a net change of +171 holders.
  • The largest RTX Corp buyer in Q4 2017 was JP Morgan Chase, an estimated $340M added.
  • The largest RTX Corp seller in Q4 2017 was Franklin Resources, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2017.