Rocket Companies
RKT
254 hedge funds and large institutions have $1.32B invested in Rocket Companies in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 28 closing their positions.
116% more call options, than puts
Call options by funds: $67.2M | Put options by funds: $31.1M
75% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 28
51% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 63
7% more funds holding
Funds holding: 237 → 254 (+17)
0.13% less ownership
Funds ownership: 69.24% → 69.11% (-0.13%)
4% less capital invested
Capital invested by funds: $1.38B → $1.32B (-$56.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$37.4M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$10.7M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$9.45M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$63.8M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$40.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.02M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.85M |
RKT Hedge Fund Activity: Q2 2024 in Review
254 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2024, worth a combined $1.32B — down 4.1% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new RKT positions and 28 closed out — a net gain of 21 holders — while 95 added to existing stakes and 63 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $37.4M. The largest seller was Caledonia Investments (Australia), exiting entirely with an estimated $63.8M sold.
- 254 institutional investors held Rocket Companies (RKT) as of Q2 2024, up from 237 in Q1 2024.
- Funds reported $1.32B of Rocket Companies stock for Q2 2024, down 4.1% quarter-over-quarter.
- 49 funds opened new Rocket Companies positions in Q2 2024 and 28 closed out, a net change of +21 holders.
- The largest Rocket Companies buyer in Q2 2024 was Wellington Management Group, an estimated $37.4M added.
- The largest Rocket Companies seller in Q2 2024 was Caledonia Investments (Australia), an estimated $63.8M sold.
Based on aggregated 13F filings for Q2 2024.