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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
AFS
1951
Annapolis Financial Services
Maryland
$30K +$27.3K +416 New
FWM
1952
FSA Wealth Management
Massachusetts
$30K +$27.5K +418 New
VNA
1953
Valley National Advisers
Pennsylvania
$29K -$9.73K -148 -27%
IPW
1954
IronBridge Private Wealth
Texas
$29K +$26.7K +406 New
LGA
1955
Lebenthal Global Advisors
New York
$28K +$25.8K +393 New
FP
1956
Financial Perspectives
Minnesota
$27.9K +$1.84K +28 +8%
ME
1957
McIlrath & Eck
Washington
$27K +$66 +1 +0.3%
KIG
1958
Kessler Investment Group
Indiana
$26K -$2.69K -41 -10%
Kayne Anderson Rudnick Investment Management
1959
Kayne Anderson Rudnick Investment Management
California
$26K +$24.3K +370 New
PA
1960
Perennial Advisors
New York
$23K +$21.4K +325 New
FEG
1961
Financial Enhancement Group
Indiana
$22K -$10.1K -153 -33%
CTFG
1962
Capstone Triton Financial Group
Oklahoma
$22K +$20.2K +308 New
MFA
1963
McClarren Financial Advisors
Pennsylvania
$22K +$20.4K +310 New
AJ
1964
Ashburton (Jersey)
Jersey
$20K
SL
1965
Savior LLC
Massachusetts
$20K
TFA
1966
Toth Financial Advisory
Virginia
$20K
NEAM
1967
New England Asset Management
Connecticut
$19K
SSC
1968
Syverson Strege & Co
Iowa
$19K +$17.6K +268 New
BA
1969
Bellwether Advisors
Nebraska
$19K +$17.8K +271 New
SC
1970
Sawyer & Company
Massachusetts
$18K
POIA
1971
Pin Oak Investment Advisors
Texas
$17K
JPLA
1972
Joseph P. Lucia & Associates
New York
$17K +$15.3K +233 New
AWM
1973
Atticus Wealth Management
Florida
$16K +$66 +1 +0.5%
FMP
1974
Financial Management Professionals
Texas
$16K +$263 +4 +2%
WLPWM
1975
Walled Lake Planning & Wealth Management
Illinois
$15K -$2.83K -43 -17%

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.