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Rockwell Automation
ROK

791 hedge funds and large institutions have $13.7B invested in Rockwell Automation in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 304 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.87% more ownership

Funds ownership: 75.2% → 78.07% (+2.9%)

8% less funds holding

Funds holding: 860 → 791 (-69)

13% less call options, than puts

Call options by funds: $59M | Put options by funds: $68.2M

14% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 304

22% less capital invested

Capital invested by funds: $17.6B → $13.7B (-$3.88B)

46% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 142

56% less funds holding in top 10

Funds holding in top 10: 9 → 4 (-5)

Holders
791
Holders Change
-69
Holders Change %
-8.02%
% of All Funds
17.43%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
77
Increased
261
Reduced
304
Closed
142
Calls
$59M
Puts
$68.2M
Net Calls
-$9.19M
Net Calls Change
+$50.6M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$323M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$242M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$157M
4
American Century Companies
American Century Companies
Missouri
+$119M
5
Boston Partners
Boston Partners
Massachusetts
+$97.3M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$115M
2
UBS Group
UBS Group
Switzerland
-$87.9M
3
Two Sigma Investments
Two Sigma Investments
New York
-$72M
4
Franklin Resources
Franklin Resources
California
-$63M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$60.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
276
Susquehanna International Group
Pennsylvania
$2.41M -$2.78M -14,995 -48%
PPW
277
Parcion Private Wealth
Washington
$2.4M +$208K +1,121 +8%
LBC
278
Lawrence B. Cohen
$2.38M -$391K -2,109 -12%
DILIC
279
Dai-ichi Life Insurance Company
Japan
$2.37M – – –
Wealth Enhancement Advisory Services
280
Wealth Enhancement Advisory Services
Minnesota
$2.37M +$2.24M +12,079 New
FT
281
Fiduciary Trust
Massachusetts
$2.27M -$2.22K -12 -0.1%
Capital Fund Management (CFM)
282
Capital Fund Management (CFM)
France
$2.23M +$437K +2,356 +19%
Holocene Advisors
283
Holocene Advisors
New York
$2.21M +$2.72M +14,663 New
AC
284
Albar Capital
United Kingdom
$2.21M +$83.2K +449 New
FAF
285
Första AP-fonden
Sweden
$2.2M +$2.71M +14,600 New
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$2.2M +$449K +2,420 +20%
IG
287
ING Group
Netherlands
$2.19M +$1.22M +6,594 +83%
MAM
288
Marketfield Asset Management
New York
$2.17M -$578K -3,121 -18%
SCA
289
Snowden Capital Advisors
New York
$2.16M +$23.2K +125 +0.9%
Twin Tree Management
290
Twin Tree Management
Texas
$2.13M +$2.37M +12,790 +993%
SV
291
Sturgeon Ventures
United Kingdom
$2.11M -$455K -2,454 -15%
BFIM
292
Beese Fulmer Investment Management
Ohio
$2.08M – – –
KBC Group
293
KBC Group
Belgium
$2.07M +$571K +3,080 +29%
ABP
294
Arthur B. Page
$2.04M +$17.6K +95 +0.7%
QI
295
QS Investors
New York
$2.04M -$382K -2,060 -13%
FL
296
Fort LP
Maryland
$2.04M -$439K -2,370 -15%
HIMCH
297
Hartford Investment Management Co (HIMCO)
Connecticut
$2.03M +$82.9K +447 +3%
EGM
298
Engineers Gate Manager
New York
$1.98M -$3.2M -17,285 -57%
ECM
299
Everence Capital Management
Indiana
$1.97M +$313K +1,690 +15%
LNB
300
Ledyard National Bank
$1.96M -$29.1K -157 -1%
10 11
12
13 14

ROK Hedge Fund Activity: Q1 2020 in Review

791 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2020, worth a combined $13.7B — down 22% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of ROK and 77 opened new positions — a net loss of 65 holders — while 304 trimmed existing stakes and 261 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $323M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $115M sold.

  • 791 institutional investors held Rockwell Automation (ROK) as of Q1 2020, down from 860 in Q4 2019.
  • Funds reported $13.7B of Rockwell Automation stock for Q1 2020, down 22% quarter-over-quarter.
  • 77 funds opened new Rockwell Automation positions in Q1 2020 and 142 closed out, a net change of -65 holders.
  • The largest Rockwell Automation buyer in Q1 2020 was T. Rowe Price Associates, an estimated $323M added.
  • The largest Rockwell Automation seller in Q1 2020 was 1832 Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2020.