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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
AF
2026
Apexium Financial
Texas
$268K -$27.7K -281 -9%
EFM
2027
E Fund Management
China
$267K -$10.8K -110 -4%
VBFG
2028
Vishria Bird Financial Group
Tennessee
$267K
VWMG
2029
Virginia Wealth Management Group
Virginia
$266K +$4.92K +50 +2%
CA
2030
Carson Advisory
Georgia
$265K +$99 +1 +0%
HCM
2031
Hengehold Capital Management
Ohio
$265K
CSIA
2032
Carl Stuart Investment Advisor
Texas
$264K +$185K +1,882 New
WCM
2033
Wedge Capital Management
North Carolina
$264K -$690 -7 -0.3%
NWA
2034
Navis Wealth Advisors
New York
$263K +$5.42K +55 +2%
GM
2035
GeoWealth Management
Illinois
$263K -$35.2K -357 -12%
OL
2036
Optas LLC
Texas
$263K +$7.19K +73 +3%
AIA
2037
Affinity Investment Advisors
California
$262K
AIA
2038
Alera Investment Advisors
Illinois
$262K +$6.6K +67 +3%
PFWA
2039
Paces Ferry Wealth Advisors
Georgia
$261K +$11.2K +114 +4%
KA
2040
KLCM Advisors
Wisconsin
$261K +$22.2K +225 +9%
KFSC
2041
Keystone Financial Services (Colorado)
Colorado
$259K +$5.81K +59 +2%
FA
2042
Faithward Advisors
Pennsylvania
$259K +$267K +2,713 New
GSAM
2043
Grant Street Asset Management
Pennsylvania
$259K
RDFA
2044
Ritter Daniher Financial Advisory
Ohio
$258K -$6.89K -70 -3%
RCI
2045
RS Crum Inc
California
$258K
CCM
2046
Compton Capital Management
Rhode Island
$258K -$1.39M -14,086 -84%
GWM
2047
Greenhouse Wealth Management
Connecticut
$258K
OFP
2048
OLIO Financial Planning
Virginia
$257K -$146K -1,481 -36%
MSR
2049
Main Street Research
Connecticut
$257K -$28.7K -291 -10%
SLWA
2050
San Luis Wealth Advisors
California
$257K +$259K +2,626 New

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.