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RTX Corp

2,025 hedge funds and large institutions have $84.6B invested in RTX Corp in 2020 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 687 increasing their positions, 837 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 120

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

27% more capital invested

Capital invested by funds: $66.8B → $84.6B (+$17.8B)

19% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1.01B

9% more funds holding

Funds holding: 1,8552,025 (+170)

1.82% more ownership

Funds ownership: 76.1%77.92% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 837

Holders
2,025
Holders Change
+170
Holders Change %
+9.16%
% of All Funds
35.83%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.53%
New
318
Increased
687
Reduced
837
Closed
120
Calls
$1.2B
Puts
$1.01B
Net Calls
+$189M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.15B -$96.6M -1,469,852 -1%
State Street
2
State Street
Massachusetts
$8.61B -$205M -3,112,933 -3%
BlackRock
3
BlackRock
New York
$7.04B -$32.3M -492,137 -0.5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.92B +$733M +11,155,762 +26%
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.26B +$340M +5,176,371 +13%
Dodge & Cox
6
Dodge & Cox
California
$2.8B +$578M +8,787,122 +29%
Capital International Investors
7
Capital International Investors
California
$2.17B +$72.6M +1,105,017 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.16B +$445M +6,767,269 +29%
Morgan Stanley
9
Morgan Stanley
New York
$1.59B +$82.4M +1,254,307 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.55B -$41.7M -633,897 -3%
ClearBridge Investments
11
ClearBridge Investments
New York
$1.55B +$23.8M +361,989 +2%
Franklin Resources
12
Franklin Resources
California
$1.44B +$20.3M +308,809 +2%
Bank of America
13
Bank of America
North Carolina
$1.43B -$246M -3,736,165 -16%
Northern Trust
14
Northern Trust
Illinois
$1.13B -$46.8M -711,998 -4%
Norges Bank
15
Norges Bank
Norway
$1.09B +$17.2M +261,161 +2%
Wells Fargo
16
Wells Fargo
California
$1.02B +$2.27M +34,527 +0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$967M -$117M -1,777,365 -12%
Charles Schwab
18
Charles Schwab
California
$957M +$2.77M +42,153 +0.3%
Capital World Investors
19
Capital World Investors
California
$933M +$108M +1,637,736 +14%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$808M -$81.9M -1,245,435 -10%
DSA
21
Davis Selected Advisers
Arizona
$792M -$2.78M -42,367 -0.4%
UBS Group
22
UBS Group
Switzerland
$759M -$61.2M -931,087 -8%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$717M +$178M +2,714,375 +37%
Macquarie Group
24
Macquarie Group
Australia
$710M -$38.3M -582,967 -6%
Ameriprise
25
Ameriprise
Minnesota
$694M +$182M +2,774,651 +40%

RTX Hedge Fund Activity: Q4 2020 in Review

2,025 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in RTX Corp (RTX) for Q4 2020, worth a combined $84.6B — up 27% from $66.8B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new RTX positions and 120 closed out — a net gain of 198 holders — while 687 added to existing stakes and 837 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $733M. The largest seller was Soroban Capital Partners, cutting an estimated $542M.

  • 2,025 institutional investors held RTX Corp (RTX) as of Q4 2020, up from 1,855 in Q3 2020.
  • Funds reported $84.6B of RTX Corp stock for Q4 2020, up 27% quarter-over-quarter.
  • 318 funds opened new RTX Corp positions in Q4 2020 and 120 closed out, a net change of +198 holders.
  • The largest RTX Corp buyer in Q4 2020 was Wellington Management Group, an estimated $733M added.
  • The largest RTX Corp seller in Q4 2020 was Soroban Capital Partners, an estimated $542M sold.

Based on aggregated 13F filings for Q4 2020.