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RTX Corp

2,103 hedge funds and large institutions have $106B invested in RTX Corp in 2019 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 788 increasing their positions, 756 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 62

281% more call options, than puts

Call options by funds: $2.44B | Put options by funds: $640M

17% more funds holding in top 10

Funds holding in top 10: 8397 (+14)

10% more capital invested

Capital invested by funds: $96.6B → $106B (+$9.7B)

9% more funds holding

Funds holding: 1,9222,103 (+181)

4% more repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 756

0.15% more ownership

Funds ownership: 130.65%130.8% (+0.15%)

Holders
2,103
Holders Change
+181
Holders Change %
+9.42%
% of All Funds
41.44%
Holding in Top 10
97
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.87%
% of All Funds
1.91%
New
268
Increased
788
Reduced
756
Closed
62
Calls
$2.44B
Puts
$640M
Net Calls
+$1.8B
Net Calls Change
-$357M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$13.5B -$402M -4,426,160 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5B +$103M +1,132,929 +1%
BlackRock
3
BlackRock
New York
$8.63B -$55M -606,135 -0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.51B +$144M +1,592,313 +4%
Bank of America
5
Bank of America
North Carolina
$2.64B +$15.5M +171,131 +0.6%
Dodge & Cox
6
Dodge & Cox
California
$2.54B -$10.3M -113,940 -0.4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.26B +$147M +1,623,944 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.84B +$165M +1,820,498 +10%
Morgan Stanley
9
Morgan Stanley
New York
$1.79B +$19.3M +212,270 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.73B -$471M -5,194,056 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.72B +$46.5M +512,971 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.52B +$113M +1,244,082 +8%
Northern Trust
13
Northern Trust
Illinois
$1.44B +$4.99M +54,964 +0.4%
Capital International Investors
14
Capital International Investors
California
$1.32B +$272M +2,996,398 +27%
UBS Group
15
UBS Group
Switzerland
$1.31B -$11.8M -130,603 -0.9%
Wells Fargo
16
Wells Fargo
California
$1.3B +$20.2M +222,268 +2%
Norges Bank
17
Norges Bank
Norway
$1.29B +$32.4M +357,525 +3%
DSA
18
Davis Selected Advisers
Arizona
$1.13B -$42.3M -465,903 -4%
Boston Partners
19
Boston Partners
Massachusetts
$878M -$75.6M -833,024 -8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$823M +$6.09M +67,085 +0.8%
Franklin Resources
21
Franklin Resources
California
$815M -$2.93M -32,314 -0.4%
ClearBridge Investments
22
ClearBridge Investments
New York
$801M +$2.15M +23,751 +0.3%
Capital Research Global Investors
23
Capital Research Global Investors
California
$791M +$14.8M +163,480 +2%
TP
24
Third Point
New York
$780M -$114M -1,260,077 -13%
Fisher Asset Management
25
Fisher Asset Management
Washington
$714M +$5.71M +62,968 +0.8%

RTX Hedge Fund Activity: Q4 2019 in Review

2,103 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2019, worth a combined $106B — up 10% from $96.6B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new RTX positions and 62 closed out — a net gain of 206 holders — while 788 added to existing stakes and 756 trimmed.

The largest buyer was Capital International Investors, adding an estimated $272M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $677M.

  • 2,103 institutional investors held RTX Corp (RTX) as of Q4 2019, up from 1,922 in Q3 2019.
  • Funds reported $106B of RTX Corp stock for Q4 2019, up 10% quarter-over-quarter.
  • 268 funds opened new RTX Corp positions in Q4 2019 and 62 closed out, a net change of +206 holders.
  • The largest RTX Corp buyer in Q4 2019 was Capital International Investors, an estimated $272M added.
  • The largest RTX Corp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $677M sold.

Based on aggregated 13F filings for Q4 2019.