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RTX Corp
RTX

Overview Fund Activity

2,404 hedge funds and large institutions have $114B invested in RTX Corp in 2023 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,028 increasing their positions, 873 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,404
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
38.48%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.12%
New
178
Increased
1,028
Reduced
873
Closed
126
Calls
$920M
Puts
$680M
Net Calls
+$239M
Net Calls Change
-$35.2M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$770M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$252M
3
Bank of America
Bank of America
North Carolina
+$243M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$692M
2
Capital International Investors
Capital International Investors
California
-$630M
3
Capital World Investors
Capital World Investors
California
-$225M
4
Barclays
Barclays
United Kingdom
-$188M
5
Ameriprise
Ameriprise
Minnesota
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFO
2001
RiverGlades Family Offices
Florida
$274K – – –
SWM
2002
Seed Wealth Management
Illinois
$274K – – –
PAG
2003
Paladin Advisory Group
Iowa
$274K +$274K +2,795 New
CM
2004
Capital Management
Virginia
$273K – – –
OWM
2005
Opes Wealth Management
California
$272K -$2.84K -29 -1%
NFSG
2006
Newbridge Financial Services Group
Florida
$271K -$21K -214 -7%
HA
2007
Harbor Advisors
Florida
$271K – – –
BOM
2008
Bank of Marin
California
$271K – – –
AFC
2009
AFT Forsyth & Company
Florida
$270K – – –
PWA
2010
Physician Wealth Advisors
Utah
$270K -$5.62K -54 -2%
RZH
2011
Relyea Zuckerberg Hanson
Connecticut
$270K +$26.3K +269 +11%
LA
2012
Lifeworks Advisors
Michigan
$270K +$38.5K +393 +17%
MSWM
2013
McGlone Suttner Wealth Management
Wisconsin
$269K +$49.9K +510 +23%
PI
2014
Pettee Investors
Connecticut
$268K -$15.1K -154 -5%
AF
2015
Apexium Financial
Texas
$268K -$27.5K -281 -9%
EFM
2016
E Fund Management
China
$267K -$10.8K -110 -4%
VBFG
2017
Vishria Bird Financial Group
Tennessee
$267K – – –
VWMG
2018
Virginia Wealth Management Group
Virginia
$266K +$4.9K +50 +2%
CA
2019
Carson Advisory
Georgia
$265K +$98 +1 +0%
HCM
2020
Hengehold Capital Management
Ohio
$265K – – –
CSIA
2021
Carl Stuart Investment Advisor
Texas
$264K +$264K +1,882 New
WCM
2022
Wedge Capital Management
North Carolina
$264K -$686 -7 -0.3%
NWA
2023
Navis Wealth Advisors
New York
$263K +$5.39K +55 +2%
GM
2024
GeoWealth Management
Illinois
$263K -$35.1K -357 -12%
OL
2025
Optas LLC
Texas
$263K +$7.15K +73 +3%
79 80
81
82 83