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646 hedge funds and large institutions have $13.4B invested in Textron in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 44

26% more call options, than puts

Call options by funds: $85M | Put options by funds: $67.2M

13% more funds holding

Funds holding: 571646 (+75)

1.49% more ownership

Funds ownership: 84.01%85.5% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 203

3% more capital invested

Capital invested by funds: $13B → $13.4B (+$431M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
646
Holders Change
+75
Holders Change %
+13.13%
% of All Funds
9.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
126
Increased
213
Reduced
203
Closed
44
Calls
$85M
Puts
$67.2M
Net Calls
+$17.7M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B -$25M -322,094 -1%
BlackRock
2
BlackRock
New York
$1.35B -$13.5M -173,722 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.09B -$123M -1,582,545 -10%
State Street
4
State Street
Massachusetts
$712M +$29.5M +379,936 +4%
Boston Partners
5
Boston Partners
Massachusetts
$564M +$10.9M +139,927 +2%
Invesco
6
Invesco
Georgia
$550M -$4.06M -52,319 -0.8%
Victory Capital Management
7
Victory Capital Management
Texas
$486M -$55.1M -709,979 -11%
JP Morgan Chase
8
JP Morgan Chase
New York
$435M -$26.2M -337,600 -6%
Primecap Management
9
Primecap Management
California
$432M -$1.41M -18,205 -0.3%
Morgan Stanley
10
Morgan Stanley
New York
$413M +$223M +2,869,954 +127%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$358M -$2.51M -32,355 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$352M +$3.16M +40,802 +0.9%
LSV Asset Management
13
LSV Asset Management
Illinois
$305M +$40.4M +521,276 +16%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$219M -$6.78M -87,389 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$216M +$2.65M +34,155 +1%
Northern Trust
16
Northern Trust
Illinois
$141M -$109K -1,407 -0.1%
Charles Schwab
17
Charles Schwab
California
$136M +$1.53M +19,769 +1%
GI
18
GAMCO Investors
Connecticut
$130M -$5.12M -66,039 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$120M -$15.3M -197,681 -12%
AQR Capital Management
20
AQR Capital Management
Connecticut
$113M -$9.55M -123,209 -8%
Prudential Financial
21
Prudential Financial
New Jersey
$113M +$30.1M +387,861 +38%
BIP
22
Brandes Investment Partners
California
$99.4M +$31.7M +408,290 +49%
Legal & General Group
23
Legal & General Group
United Kingdom
$92.3M -$1.73M -22,277 -2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$86.1M +$22.1M +285,385 +36%
Goldman Sachs
25
Goldman Sachs
New York
$85.9M -$651K -8,400 -0.8%

TXT Hedge Fund Activity: Q4 2023 in Review

646 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Textron (TXT) for Q4 2023, worth a combined $13.4B — up 3.3% from $13B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new TXT positions and 44 closed out — a net gain of 82 holders — while 213 added to existing stakes and 203 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $123M.

  • 646 institutional investors held Textron (TXT) as of Q4 2023, up from 571 in Q3 2023.
  • Funds reported $13.4B of Textron stock for Q4 2023, up 3.3% quarter-over-quarter.
  • 126 funds opened new Textron positions in Q4 2023 and 44 closed out, a net change of +82 holders.
  • The largest Textron buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest Textron seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2023.