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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
IP
1576
Investment Partners
Ohio
-$243K -3,798 Closed
PWP
1577
Private Wealth Partners
California
-$240K -3,758 Closed
BFIM
1578
Beese Fulmer Investment Management
Ohio
-$229K -3,575 Closed
BPB
1579
Badgley, Phelps & Bell
Washington
-$215K -3,367 Closed
KL
1580
KWMG LLC
Kansas
-$215K -3,364 Closed
GIM
1581
Greystone Investment Management
Ohio
-$204K -3,197 Closed
SIG
1582
Schooner Investment Group
Pennsylvania
-$205K -3,178 Closed
FP
1583
FDO Partners
Massachusetts
-$200K -3,124 Closed
FNBSF
1584
First National Bank Sioux Falls
South Dakota
-$127K -1,986 Closed
MWP
1585
MYCIO Wealth Partners
Pennsylvania
-$93K -1,452 Closed
ACM
1586
Argentus Capital Management
Texas
-$91K -1,416 Closed
TG
1587
TLP Group
Illinois
-$71K -1,103 Closed
RFWA
1588
RPg Family Wealth Advisory
Massachusetts
-$43.4K -679 Closed
CFN
1589
Cordasco Financial Network
Florida
-$41K -636 Closed
CYG
1590
Clean Yield Group
Vermont
-$32K -505 Closed
LWA
1591
Lenox Wealth Advisors
New York
-$25K -389 Closed
KPCM
1592
Kings Point Capital Management
New York
-$24K -375 Closed
SAM
1593
Solaris Asset Management
New York
-$21K -327 Closed
KA
1594
Klingman & Associates
New York
-$14K -218 Closed
PFO
1595
Pathstone Family Office
New Jersey
-$14K -215 Closed
HCM
1596
Herndon Capital Management
Georgia
-$7K -114 Closed
WCBA
1597
Weaver C. Barksdale & Associates
Tennessee
-$7K -106 Closed
BAM
1598
Brave Asset Management
New Jersey
-$6K -95 Closed
FNYS
1599
First New York Securities
New York
-$5.08K -79 Closed
DSN
1600
D. Scott Neal
Kentucky
-$2K -38 Closed

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.