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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
KA
1651
Kaizen Advisory
Illinois
$91K +$85.6K +1,128 New
LWA
1652
Lenox Wealth Advisors
New York
$90K +$84.5K +1,113 +55,650%
BC
1653
Barnett & Company
Tennessee
$87K
TFO
1654
Tarbox Family Office
California
$86K +$46.9K +618 +136%
PFO
1655
Pathstone Family Office
New Jersey
$83K -$6.07K -80 -7%
APSP
1656
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K
PWPS
1657
Pinnacle Wealth Planning Services
Ohio
$76K +$72.1K +949 New
AIM
1658
Arcadia Investment Management
Michigan
$73K
CTB
1659
Country Trust Bank
Illinois
$73K +$69.1K +910 New
AF
1660
Allworth Financial
California
$70K
PSC
1661
Prentiss Smith & Co
Vermont
$68K
OFW
1662
Omnia Family Wealth
Florida
$65K +$29.3K +386 +92%
LA
1663
Legacy Advisors
Pennsylvania
$61K
Credit Agricole
1664
Credit Agricole
France
$60K -$123M -1,619,089 -100%
FBT
1665
First Bank & Trust
South Dakota
$60K -$4.56K -60 -7%
MWM
1666
MinichMacGregor Wealth Management
New York
$60K
GAM
1667
Gemmer Asset Management
California
$60K +$16.3K +215 +40%
WWMSC
1668
Wagner Wealth Management (South Carolina)
South Carolina
$51K +$45.9K +605 New
CIA
1669
Cascade Investment Advisors
Oregon
$46.3K +$13.7K +180 +45%
EARNEST Partners
1670
EARNEST Partners
Georgia
$46K +$43.9K +578 New
FRA
1671
Front Row Advisors
California
$44K +$42K +553 New
FGC
1672
Financial Gravity Companies
Texas
$42K +$36.5K +481 New
AFIA
1673
America First Investment Advisors
Nebraska
$35K +$33.2K +437 New
AS
1674
Altshuler Shaham
Israel
$33K +$31.1K +410 New
PFA
1675
Pathway Financial Advisors
Vermont
$33K +$31.1K +410 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.