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571 hedge funds and large institutions have $13B invested in Textron in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 174 increasing their positions, 199 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

26% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 65

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.51B)

2% more funds holding

Funds holding: 561571 (+10)

1% more call options, than puts

Call options by funds: $81.6M | Put options by funds: $81.2M

0.44% less ownership

Funds ownership: 84.45%84.01% (-0.44%)

13% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 199

Holders
571
Holders Change
+10
Holders Change %
+1.78%
% of All Funds
9.06%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
82
Increased
174
Reduced
199
Closed
65
Calls
$81.6M
Puts
$81.2M
Net Calls
+$497K
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B -$62.8M -842,584 -4%
BlackRock
2
BlackRock
New York
$1.32B -$26.9M -360,626 -2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.18B -$93.3M -1,251,716 -8%
State Street
4
State Street
Massachusetts
$662M -$34.6M -463,888 -5%
Invesco
5
Invesco
Georgia
$539M -$1.7M -22,795 -0.3%
Boston Partners
6
Boston Partners
Massachusetts
$537M -$368K -4,939 -0.1%
Victory Capital Management
7
Victory Capital Management
Texas
$528M +$16.5M +220,891 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$449M +$44.4M +596,214 +12%
Primecap Management
9
Primecap Management
California
$422M +$35.6M +477,720 +10%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$350M -$3.44M -46,181 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$339M +$346K +4,644 +0.1%
LSV Asset Management
12
LSV Asset Management
Illinois
$256M +$17.2M +230,560 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$219M +$1.69M +22,682 +0.8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$208M -$4.95M -66,484 -2%
Morgan Stanley
15
Morgan Stanley
New York
$177M +$2.37M +31,805 +1%
Northern Trust
16
Northern Trust
Illinois
$137M +$4.99M +66,999 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$132M -$10.7M -143,251 -8%
GI
18
GAMCO Investors
Connecticut
$132M -$3.22M -43,151 -2%
Charles Schwab
19
Charles Schwab
California
$131M -$819K -10,984 -0.7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$120M -$18.8M -252,305 -14%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$115M +$53.1M +713,169 +94%
GLA
22
Great Lakes Advisors
Illinois
$102M +$19.9M +267,656 +26%
Legal & General Group
23
Legal & General Group
United Kingdom
$91.4M -$5.75M -77,116 -6%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$89.6M -$3.68M -49,420 -4%
Goldman Sachs
25
Goldman Sachs
New York
$84.1M -$48.3M -648,036 -38%

TXT Hedge Fund Activity: Q3 2023 in Review

571 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Textron (TXT) for Q3 2023, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TXT positions and 65 closed out — a net gain of 17 holders — while 174 added to existing stakes and 199 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $53.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $93.3M.

  • 571 institutional investors held Textron (TXT) as of Q3 2023, up from 561 in Q2 2023.
  • Funds reported $13B of Textron stock for Q3 2023, up 13% quarter-over-quarter.
  • 82 funds opened new Textron positions in Q3 2023 and 65 closed out, a net change of +17 holders.
  • The largest Textron buyer in Q3 2023 was Adage Capital Partners, an estimated $53.1M added.
  • The largest Textron seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $93.3M sold.

Based on aggregated 13F filings for Q3 2023.