Rockwell Automation
801 hedge funds and large institutions have $15.4B invested in Rockwell Automation in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 244 increasing their positions, 308 reducing their positions, and 65 closing their positions.
74% more call options, than puts
Call options by funds: $159M | Put options by funds: $91.6M
25% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 65
1% more funds holding
Funds holding: 793 → 801 (+8)
0.4% more ownership
Funds ownership: 73.69% → 74.09% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
6% less capital invested
Capital invested by funds: $16.4B → $15.4B (-$935M)
21% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 308
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$184M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$104M |
| 3 |
D.E. Shaw & Co
New York
|
+$86.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$53.9M |
| 5 |
NC
Nitorum Capital
New York
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$108M |
| 2 |
BlackRock
New York
|
-$96.9M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$86.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$78.4M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$71.4M |
ROK Hedge Fund Activity: Q2 2018 in Review
801 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2018, worth a combined $15.4B — down 5.7% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new ROK positions and 65 closed out — a net gain of 16 holders — while 244 added to existing stakes and 308 trimmed.
The largest buyer was Millennium Management, adding an estimated $184M. The largest seller was Norges Bank, cutting an estimated $108M.
- 801 institutional investors held Rockwell Automation (ROK) as of Q2 2018, up from 793 in Q1 2018.
- Funds reported $15.4B of Rockwell Automation stock for Q2 2018, down 5.7% quarter-over-quarter.
- 81 funds opened new Rockwell Automation positions in Q2 2018 and 65 closed out, a net change of +16 holders.
- The largest Rockwell Automation buyer in Q2 2018 was Millennium Management, an estimated $184M added.
- The largest Rockwell Automation seller in Q2 2018 was Norges Bank, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2018.