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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
AIA
1701
Avalon Investment & Advisory
Texas
$258K -$709K -10,779 -75%
MFG
1702
Magnus Financial Group
New York
$258K +$237K +3,603 New
WWS
1703
Wellington Wealth Strategies
Indiana
$255K +$199K +3,034 New
LCM
1704
Leisure Capital Management
California
$254K +$233K +3,547 New
WBC
1705
West Branch Capital
Massachusetts
$253K -$10.7K -163 -4%
FANJ
1706
Financial Architects (New Jersey)
New Jersey
$253K -$6.38K -97 -3%
ACM
1707
AlphaStar Capital Management
North Carolina
$253K +$15.1K +229 +7%
PBO
1708
Peoples Bank (Ohio)
Ohio
$251K -$6.25K -95 -3%
CWM
1709
CCG Wealth Management
California
$250K +$230K +3,493 New
ICA
1710
Infrastructure Capital Advisors
New York
$250K +$230K +3,500 New
MCM
1711
MV Capital Management
Maryland
$249K +$19.7K +300 +9%
BDF
1712
Balasa Dinverno & Foltz
$249K +$229K +3,488 New
RG
1713
Renaissance Group
Kentucky
$248K +$228K +3,468 New
NSB
1714
Norway Savings Bank
Maine
$247K +$14.3K +217 +7%
WA
1715
Waverly Advisors
Alabama
$247K +$225K +3,420 New
CAS
1716
Coppell Advisory Solutions
Texas
$247K +$227K +3,459 New
AIM
1717
Aspen Investment Management
Michigan
$246K +$227K +3,447 New
PPP
1718
Private Portfolio Partners
New Jersey
$245K -$3.55K -54 -2%
FPCP
1719
Fort Point Capital Partners
California
$245K -$27.3K -416 -11%
LDFR
1720
Lehman & Derafelo Financial Resources
Pennsylvania
$245K
DWM
1721
Defined Wealth Management
Oregon
$245K +$225K +3,425 New
BW
1722
Bison Wealth
Georgia
$245K +$225K +3,426 New
AI
1723
Accredited Investors
Minnesota
$245K +$225K +3,427 New
ANBT
1724
American National Bank & Trust
Texas
$244K -$337K -5,125 -60%
WCG
1725
Weaver Consulting Group
California
$244K +$1.31K +20 +0.6%

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.