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RTX Corp

1,871 hedge funds and large institutions have $74.3B invested in RTX Corp in 2018 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 793 increasing their positions, 661 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 144

20% more repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 661

19% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.03B

4% more funds holding

Funds holding: 1,7981,871 (+73)

12.52% less ownership

Funds ownership: 132.68%120.16% (-13%)

21% less capital invested

Capital invested by funds: $93.7B → $74.3B (-$19.5B)

37% less funds holding in top 10

Funds holding in top 10: 8956 (-33)

Holders
1,871
Holders Change
+73
Holders Change %
+4.06%
% of All Funds
41.69%
Holding in Top 10
56
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-37.08%
% of All Funds
1.25%
New
232
Increased
793
Reduced
661
Closed
144
Calls
$1.22B
Puts
$1.03B
Net Calls
+$192M
Net Calls Change
-$828M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$9.56B +$242M +3,080,870 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.98B +$792M +10,094,561 +11%
BlackRock
3
BlackRock
New York
$5.75B +$791M +10,086,523 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.6B -$307M -3,908,147 -9%
Bank of America
5
Bank of America
North Carolina
$2.01B +$78.9M +1,004,957 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.89B +$361M +4,605,286 +19%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.62B +$7.7M +98,177 +0.4%
UBS Group
8
UBS Group
Switzerland
$1.48B +$404M +5,144,691 +30%
Dodge & Cox
9
Dodge & Cox
California
$1.31B +$1.53B +19,538,503 +558,882%
Morgan Stanley
10
Morgan Stanley
New York
$1.31B -$21.2M -270,033 -1%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.09B -$56.9M -725,248 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.06B +$161M +2,055,399 +15%
Northern Trust
13
Northern Trust
Illinois
$1.04B +$106M +1,349,350 +9%
Wells Fargo
14
Wells Fargo
California
$1B +$38.2M +487,361 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$974M -$18.9M -241,205 -2%
DSA
16
Davis Selected Advisers
Arizona
$875M +$2.84M +36,196 +0.3%
Norges Bank
17
Norges Bank
Norway
$824M +$71.9M +915,975 +8%
Deutsche Bank
18
Deutsche Bank
Germany
$813M -$156M -1,986,486 -14%
JP Morgan Chase
19
JP Morgan Chase
New York
$807M +$119M +1,510,486 +14%
Capital Research Global Investors
20
Capital Research Global Investors
California
$785M -$139M -1,768,262 -13%
Viking Global Investors
21
Viking Global Investors
Connecticut
$744M +$136M +1,739,131 +19%
Boston Partners
22
Boston Partners
Massachusetts
$707M +$2.68M +34,093 +0.3%
PSCM
23
Pershing Square Capital Management
New York
$594M +$78.6M +1,001,730 +13%
Franklin Resources
24
Franklin Resources
California
$590M +$16.2M +207,018 +2%
Capital International Investors
25
Capital International Investors
California
$544M +$155M +1,980,931 +32%

RTX Hedge Fund Activity: Q4 2018 in Review

1,871 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2018, worth a combined $74.3B — down 21% from $93.7B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new RTX positions and 144 closed out — a net gain of 88 holders — while 793 added to existing stakes and 661 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.53B. The largest seller was Third Point, exiting entirely with an estimated $1.17B sold.

  • 1,871 institutional investors held RTX Corp (RTX) as of Q4 2018, up from 1,798 in Q3 2018.
  • Funds reported $74.3B of RTX Corp stock for Q4 2018, down 21% quarter-over-quarter.
  • 232 funds opened new RTX Corp positions in Q4 2018 and 144 closed out, a net change of +88 holders.
  • The largest RTX Corp buyer in Q4 2018 was Dodge & Cox, an estimated $1.53B added.
  • The largest RTX Corp seller in Q4 2018 was Third Point, an estimated $1.17B sold.

Based on aggregated 13F filings for Q4 2018.