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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
NFSG
1826
Newbridge Financial Services Group
Florida
$172K -$10.8K -164 -6%
FNBOSM
1827
First National Bank of South Miami
Florida
$167K -$1.38K -21 -0.9%
SIAP
1828
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$165K
BCA
1829
Berman Capital Advisors
Georgia
$165K +$46.2K +703 +43%
TF
1830
TimeScale Financial
Massachusetts
$164K -$5.26K -80 -3%
LWM
1831
Liberty Wealth Management
California
$160K +$8.22K +125 +6%
FFA
1832
Freedman Financial Associates
Massachusetts
$160K +$147K +2,237 New
RP
1833
Rowlandmiller & Partners
Georgia
$160K +$67.6K +1,028 +85%
AWG
1834
Altus Wealth Group
Colorado
$159K +$146K +2,216 New
TFM
1835
TFC Financial Management
Massachusetts
$155K -$4.27K -65 -3%
MSFP
1836
Mark Sheptoff Financial Planning
Connecticut
$155K
PC
1837
Permanens Capital
New York
$155K
CWP
1838
Concord Wealth Partners
Virginia
$155K +$143K +2,173 New
GA
1839
GoalVest Advisory
New York
$153K +$141K +2,143 New
SOAMC
1840
Spirit of America Management Corp
New York
$150K -$98.6K -1,500 -42%
HS
1841
Horan Securities
United States
$150K +$6.9K +105 +5%
SWP
1842
ShoreHaven Wealth Partners
New Jersey
$150K +$138K +2,101 New
MWP
1843
Meridian Wealth Partners
Pennsylvania
$149K -$1.64K -25 -1%
BAM
1844
Bellevue Asset Management
Washington
$149K
HWA
1845
HHM Wealth Advisors
Tennessee
$149K
MHR
1846
Matthew Hamilton Rosenberg
$143K -$23K -350 -15%
SAS
1847
Stelac Advisory Services
New York
$143K +$132K +2,001 New
MIM
1848
Meridiem Investment Management
United Kingdom
$141K +$130K +1,975 New
JGIA
1849
Jackson Grant Investment Advisers
Connecticut
$140K +$7.1K +108 +6%
JWA
1850
JFS Wealth Advisors
Pennsylvania
$139K +$15.8K +240 +14%

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.