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RTX Corp
RTX

Overview Fund Activity

2,401 hedge funds and large institutions have $101B invested in RTX Corp in 2023 Q4 according to their latest regulatory filings, with 322 funds opening new positions, 852 increasing their positions, 1,007 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,401
Holders Change
+122
Holders Change %
+5.35%
% of All Funds
35.19%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.48%
New
322
Increased
852
Reduced
1,007
Closed
167
Calls
$3.01B
Puts
$2.06B
Net Calls
+$957M
Net Calls Change
+$697M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.59B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.46B
3
Capital International Investors
Capital International Investors
California
+$939M
4
Dodge & Cox
Dodge & Cox
California
+$813M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$583M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$650M
3
Norges Bank
Norges Bank
Norway
-$533M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$241M
5
Franklin Resources
Franklin Resources
California
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
2001
Partnership Wealth Management
Maryland
$248K +$248K +2,725 New
AFM
2002
Armstrong Fleming & Moore
District of Columbia
$248K -$6.56K -78 -3%
HS
2003
Horan Securities
United States
$248K -$6.31K -75 -2%
SI
2004
Saxon Interests
Texas
$248K -$1.77M -21,022 -88%
CP
2005
Coho Partners
Pennsylvania
$248K – – –
GIM
2006
Gold Investment Management
Alberta, Canada
$248K +$248K +2,942 New
JF
2007
Joule Financial
Kentucky
$247K -$18.2K -216 -7%
KA
2008
KLCM Advisors
Wisconsin
$247K +$247K +2,940 New
IAG
2009
Investmark Advisory Group
Connecticut
$247K +$5.3K +63 +2%
SCP
2010
Sivia Capital Partners
California
$247K +$247K +2,938 New
PMFA
2011
Plante Moran Financial Advisors
Michigan
$247K +$5.97K +71 +2%
AI
2012
Accredited Investors
Minnesota
$246K +$421 +5 +0.2%
SIAP
2013
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$246K – – –
SIS
2014
Sound Income Strategies
Florida
$244K +$118K +1,403 +94%
BWP
2015
Baldwin Wealth Partners
Massachusetts
$244K -$5.64K -67 -2%
DWM
2016
Destination Wealth Management
California
$244K -$2.69K -32 -1%
WFG
2017
Wills Financial Group
Virginia
$243K -$27.9K -331 -10%
FDDB
2018
Fidelity D&D Bancorp
Pennsylvania
$243K -$421 -5 -0.2%
CPW
2019
Cove Private Wealth
New York
$243K +$243K +2,890 New
WP
2020
WealthPLAN Partners
Nebraska
$242K -$139K -1,651 -36%
SIA
2021
Strategic Investment Advisors
Michigan
$242K -$577K -6,853 -70%
MSR
2022
Main Street Research
Connecticut
$241K +$241K +2,867 New
POIA
2023
Pin Oak Investment Advisors
Texas
$241K – – –
FH
2024
FWG Holdings
Florida
$241K -$229K -2,669 -49%
PCMK
2025
Paragon Capital Management (Kansas)
Kansas
$241K -$48.5K -577 -17%
79 80
81
82 83