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RTX Corp

2,416 hedge funds and large institutions have $101B invested in RTX Corp in 2023 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 856 increasing their positions, 1,013 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 325 | Existing positions closed: 167

65% more funds holding in top 10

Funds holding in top 10: 2033 (+13)

47% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $2.06B

22% more capital invested

Capital invested by funds: $82.9B → $101B (+$18.1B)

5% more funds holding

Funds holding: 2,2922,416 (+124)

4.49% more ownership

Funds ownership: 79.1%83.59% (+4.5%)

15% less repeat investments, than reductions

Existing positions increased: 856 | Existing positions reduced: 1,013

Holders
2,416
Holders Change
+124
Holders Change %
+5.41%
% of All Funds
35.22%
Holding in Top 10
33
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+65%
% of All Funds
0.48%
New
325
Increased
856
Reduced
1,013
Closed
167
Calls
$3.02B
Puts
$2.06B
Net Calls
+$961M
Net Calls Change
+$701M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
2326
Sawyer & Company
Massachusetts
$23K
PH
2327
Pinnacle Holdings
Oklahoma
$22.9K +$21.5K +272 New
FRA
2328
Frank Rimerman Advisors
California
$22K +$20.7K +262 New
PP
2329
PFS Partners
New Jersey
$22K +$79 +1 +0.4%
WIA
2330
Wetzel Investment Advisors
Indiana
$22K +$20.3K +256 New
RTL
2331
Red Tortoise LLC
Georgia
$21.7K -$2.29K -29 -10%
FFA
2332
Frazier Financial Advisors
Ohio
$21.4K +$20.1K +254 New
TLCM
2333
Twin Lakes Capital Management
California
$20.9K +$79 +1 +0.4%
FGA
2334
Fortis Group Advisors
New Jersey
$20.5K +$9.65K +122 +100%
MCM
2335
MidAtlantic Capital Management
Virginia
$20.2K +$19K +240 New
AWM
2336
Abound Wealth Management
Tennessee
$20.1K +$1.5K +19 +9%
DFA
2337
DHJJ Financial Advisors
Illinois
$20K
DF
2338
DecisionPoint Financial
Arizona
$18.5K
TIM
2339
Thompson Investment Management
Wisconsin
$18.5K
PO
2340
Private Ocean
California
$18.3K
KWAG
2341
Kiely Wealth Advisory Group
North Carolina
$18.1K +$15.8K +200 New
VF
2342
VitalStone Financial
Texas
$18K
PCFFS
2343
Pacific Center for Financial Services
California
$17.9K
RG
2344
Retirement Group
California
$17.9K +$3.09K +39 +22%
RS
2345
Rakuten Securities
Japan
$16.9K +$15.9K +201 New
DCM
2346
Davis Capital Management
Florida
$16.8K +$15.8K +200 New
IAIM
2347
International Assets Investment Management
Florida
$16.6K +$110M +1,389,143 +12,754%
SIC
2348
SJS Investment Consulting
Ohio
$16.5K -$5.7K -72 -27%
MIA
2349
MeadowBrook Investment Advisors
Michigan
$16.2K +$15.3K +193 New
GFPC
2350
Global Financial Private Client
Florida
$16K

RTX Hedge Fund Activity: Q4 2023 in Review

2,416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2023, worth a combined $101B — up 22% from $82.9B a quarter earlier.

Buyers outnumbered sellers: 325 funds opened new RTX positions and 167 closed out — a net gain of 158 holders — while 856 added to existing stakes and 1,013 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.2B. The largest seller was Wellington Management Group, cutting an estimated $1.73B.

  • 2,416 institutional investors held RTX Corp (RTX) as of Q4 2023, up from 2,292 in Q3 2023.
  • Funds reported $101B of RTX Corp stock for Q4 2023, up 22% quarter-over-quarter.
  • 325 funds opened new RTX Corp positions in Q4 2023 and 167 closed out, a net change of +158 holders.
  • The largest RTX Corp buyer in Q4 2023 was Morgan Stanley, an estimated $6.2B added.
  • The largest RTX Corp seller in Q4 2023 was Wellington Management Group, an estimated $1.73B sold.

Based on aggregated 13F filings for Q4 2023.