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RTX Corp

2,025 hedge funds and large institutions have $84.6B invested in RTX Corp in 2020 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 687 increasing their positions, 837 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 120

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

27% more capital invested

Capital invested by funds: $66.8B → $84.6B (+$17.8B)

19% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.01B

9% more funds holding

Funds holding: 1,8552,025 (+170)

1.82% more ownership

Funds ownership: 76.1%77.92% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 837

Holders
2,025
Holders Change
+170
Holders Change %
+9.16%
% of All Funds
35.83%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
318
Increased
687
Reduced
837
Closed
120
Calls
$1.2B
Puts
$1.01B
Net Calls
+$189M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1551
Modera Wealth Management
New Jersey
$360K +$36.5K +556 +12%
KWMG
1552
King Wealth Management Group
Florida
$359K -$898K -13,658 -73%
EW
1553
Evoke Wealth
California
$357K +$7.3K +111 +2%
HAIM
1554
Hunter Associates Investment Management
Pennsylvania
$356K -$120K -1,832 -27%
Members Trust
1555
Members Trust
Florida
$355K -$91.9K -1,398 -22%
FDS
1556
First Dallas Securities
Texas
$355K -$65.7K -1,000 -17%
ERWM
1557
Elk River Wealth Management
Colorado
$355K +$326K +4,963 New
GAM
1558
Gould Asset Management
California
$352K -$20K -305 -6%
MA
1559
Mosaic Advisors
Texas
$352K +$323K +4,918 New
HWA
1560
HCR Wealth Advisors
California
$351K -$10.5K -160 -3%
TA
1561
TFG Advisers
Michigan
$349K -$47K -715 -13%
VWA
1562
Visionary Wealth Advisors
Illinois
$349K +$12.4K +189 +4%
SA
1563
Strategic Advisors
New York
$348K -$9.27K -141 -3%
LSAG
1564
Lake Street Advisors Group
New Hampshire
$348K -$6.51K -99 -2%
BWP
1565
Baldwin Wealth Partners
Massachusetts
$346K -$16.4K -250 -5%
SP
1566
Successful Portfolios
Florida
$344K -$25.4K -386 -7%
WMP
1567
Wealth Management Partners
Arizona
$344K +$336K +5,113 New
BBNA
1568
Bremer Bank National Association
Minnesota
$342K -$53.3K -811 -14%
PCA
1569
Personal Capital Advisors
California
$342K -$45.4K -690 -13%
ECAM
1570
East Coast Asset Management
Massachusetts
$342K
LC
1571
Lindbrook Capital
California
$341K +$13.8K +210 +5%
IAMOG
1572
Investors Asset Management of Georgia
Georgia
$338K -$132K -2,015 -30%
CA
1573
Calton & Associates
Florida
$338K +$9.73K +148 +3%
MFW
1574
Mosaic Family Wealth
Missouri
$338K +$26K +395 +9%
PBC
1575
Pavion Blue Capital
California
$337K

RTX Hedge Fund Activity: Q4 2020 in Review

2,025 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2020, worth a combined $84.6B — up 27% from $66.8B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new RTX positions and 120 closed out — a net gain of 198 holders — while 687 added to existing stakes and 837 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $733M. The largest seller was Soroban Capital Partners, cutting an estimated $542M.

  • 2,025 institutional investors held RTX Corp (RTX) as of Q4 2020, up from 1,855 in Q3 2020.
  • Funds reported $84.6B of RTX Corp stock for Q4 2020, up 27% quarter-over-quarter.
  • 318 funds opened new RTX Corp positions in Q4 2020 and 120 closed out, a net change of +198 holders.
  • The largest RTX Corp buyer in Q4 2020 was Wellington Management Group, an estimated $733M added.
  • The largest RTX Corp seller in Q4 2020 was Soroban Capital Partners, an estimated $542M sold.

Based on aggregated 13F filings for Q4 2020.