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Rocket Companies
RKT

238 hedge funds and large institutions have $617M invested in Rocket Companies in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

24% more capital invested

Capital invested by funds: $499M → $617M (+$118M)

9% more funds holding

Funds holding: 219 → 238 (+19)

4.19% more ownership

Funds ownership: 68.58% → 72.77% (+4.2%)

3% less call options, than puts

Call options by funds: $45.7M | Put options by funds: $47.3M

7% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 73

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
68
Reduced
73
Closed
29
Calls
$45.7M
Puts
$47.3M
Net Calls
-$1.59M
Net Calls Change
+$14.7M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$17.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14M
3
JCM
Junto Capital Management
New York
+$13.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$12.4M
5
CIA
Caledonia Investments (Australia)
Australia
+$9.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$16.2M
2
VH
ValueAct Holdings
California
-$8.19M
3
JAM
Jupiter Asset Management
United Kingdom
-$6.62M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$3.34M
5
State Street
State Street
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
251
Azimuth Capital Investment Management
Michigan
– -$76K -12,050 Closed
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
– -$82.4K -11,280 Closed
SPWG
253
Sage Private Wealth Group
Illinois
– -$64K -10,187 Closed
TCA
254
Transcend Capital Advisors
New Jersey
– -$64K -10,100 Closed
CLOS
255
Compagnie Lombard Odier SCmA
Switzerland
– -$37K -5,800 Closed
CWM
256
Castle Wealth Management
Florida
– -$24K -3,750 Closed
RTC
257
Riverview Trust Company
Washington
– -$11K -1,775 Closed
Macquarie Group
258
Macquarie Group
Australia
– -$24K -1,579 Closed
OPW
259
Oxler Private Wealth
New York
– -$5.63K -890 Closed
SWM
260
Selective Wealth Management
Virginia
– -$5K -784 Closed
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
– -$1K -164 Closed
CAL
262
Capital Advisors Ltd
Ohio
– -$372 -51 -67%
CWM
263
CarsonAllaria Wealth Management
Illinois
– +$58 +8 New
SFG
264
Steward Financial Group
Texas
– +$58 +8 New
BTI
265
Blue Trust Inc
Georgia
– +$190 +26 New
7 8 9 10
11

RKT Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2022, worth a combined $617M — up 24% from $499M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new RKT positions and 29 closed out — a net gain of 25 holders — while 68 added to existing stakes and 73 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $17.6M. The largest seller was Invesco, cutting an estimated $16.2M.

  • 238 institutional investors held Rocket Companies (RKT) as of Q4 2022, up from 219 in Q3 2022.
  • Funds reported $617M of Rocket Companies stock for Q4 2022, up 24% quarter-over-quarter.
  • 54 funds opened new Rocket Companies positions in Q4 2022 and 29 closed out, a net change of +25 holders.
  • The largest Rocket Companies buyer in Q4 2022 was Capital World Investors, an estimated $17.6M added.
  • The largest Rocket Companies seller in Q4 2022 was Invesco, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2022.