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RTX Corp

2,417 hedge funds and large institutions have $115B invested in RTX Corp in 2023 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 1,034 increasing their positions, 876 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 126

35% more call options, than puts

Call options by funds: $920M | Put options by funds: $680M

18% more repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 876

0% more funds holding

Funds holding: 2,4152,417 (+2)

0.33% less ownership

Funds ownership: 80.42%80.09% (-0.33%)

5% less capital invested

Capital invested by funds: $120B → $115B (-$5.54B)

25% less funds holding in top 10

Funds holding in top 10: 9571 (-24)

Holders
2,417
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
38.51%
Holding in Top 10
71
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-25.26%
% of All Funds
1.13%
New
179
Increased
1,034
Reduced
876
Closed
126
Calls
$920M
Puts
$680M
Net Calls
+$239M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1826
Clearstead Trust
Maine
$391K -$3.15K -32 -0.8%
SSG
1827
Summit Securities Group
New York
$389K -$324K -3,286 -45%
PSP
1828
Principal Street Partners
Tennessee
$389K -$44K -447 -10%
TAM
1829
Taurus Asset Management
New York
$389K
PGIM
1830
Pacific Global Investment Management
California
$389K +$13.4K +136 +4%
Kovitz Investment Group Partners
1831
Kovitz Investment Group Partners
Illinois
$388K +$36.2K +367 +10%
FHC
1832
First Heartland Consultants
Missouri
$388K -$268K -2,725 -41%
JFGIW
1833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$387K -$34.4K -349 -8%
CFAM
1834
Coury Firm Asset Management
Pennsylvania
$387K +$5.42K +55 +1%
JE
1835
JMAC Enterprises
Pennsylvania
$386K +$388K +3,943 New
WPA
1836
West Paces Advisors
Georgia
$386K +$163K +1,653 +72%
HDIM
1837
Hanson & Doremus Investment Management
Vermont
$385K -$23.8K -242 -6%
CWS
1838
Confluence Wealth Services
Pennsylvania
$383K +$9.85K +100 +3%
ESBC
1839
E.S. Barr & Co
Kentucky
$383K +$1.48K +15 +0.4%
SIC
1840
Sterling Investment Counsel
New York
$383K +$63.2K +642 +20%
SAM
1841
Summit Asset Management
Tennessee
$382K -$3.94K -40 -1%
BCG
1842
Breakwater Capital Group
New Jersey
$382K -$10.1K -103 -3%
PP
1843
PDS Planning
Ohio
$382K +$162K +1,644 +73%
TA
1844
Tiedemann Advisors
New York
$381K -$61.1K -620 -14%
MCM
1845
Morton Capital Management
California
$381K -$13.4K -136 -3%
CGFA
1846
Colton Groome Financial Advisors
North Carolina
$381K +$35.2K +357 +10%
WP
1847
WealthPLAN Partners
Nebraska
$379K -$2.66K -27 -0.7%
FCM
1848
Fourpath Capital Management
Oklahoma
$379K -$9.46K -96 -2%
LFA
1849
Laraway Financial Advisors
Minnesota
$377K -$19.6K -199 -5%
SWM
1850
Silverlake Wealth Management
Vermont
$376K +$10.4K +106 +3%

RTX Hedge Fund Activity: Q1 2023 in Review

2,417 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q1 2023, worth a combined $115B — down 4.6% from $120B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new RTX positions and 126 closed out — a net gain of 53 holders — while 1,034 added to existing stakes and 876 trimmed.

The largest buyer was Sanders Capital, opening a new position worth an estimated $774M. The largest seller was Capital Research Global Investors, cutting an estimated $696M.

  • 2,417 institutional investors held RTX Corp (RTX) as of Q1 2023, up from 2,415 in Q4 2022.
  • Funds reported $115B of RTX Corp stock for Q1 2023, down 4.6% quarter-over-quarter.
  • 179 funds opened new RTX Corp positions in Q1 2023 and 126 closed out, a net change of +53 holders.
  • The largest RTX Corp buyer in Q1 2023 was Sanders Capital, an estimated $774M added.
  • The largest RTX Corp seller in Q1 2023 was Capital Research Global Investors, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2023.