Rockwell Automation
579 hedge funds and large institutions have $13B invested in Rockwell Automation in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 209 increasing their positions, 198 reducing their positions, and 38 closing their positions.
85% more call options, than puts
Call options by funds: $49.2M | Put options by funds: $26.5M
37% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 38
8% more capital invested
Capital invested by funds: $12.1B → $13B (+$960M)
1.82% more ownership
Funds ownership: 73.2% → 75.02% (+1.8%)
1% more funds holding
Funds holding: 572 → 579 (+7)
6% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 198
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$187M |
| 2 |
Primecap Management
Pasadena,
California
|
+$130M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$69.9M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$62.8M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$117M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$86.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$68.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$54M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$37.2M |
ROK Hedge Fund Activity: Q1 2014 in Review
579 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2014, worth a combined $13B — up 8% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ROK positions and 38 closed out — a net gain of 14 holders — while 209 added to existing stakes and 198 trimmed.
The largest buyer was Capital World Investors, adding an estimated $187M. The largest seller was Harris Associates, cutting an estimated $117M.
- 579 institutional investors held Rockwell Automation (ROK) as of Q1 2014, up from 572 in Q4 2013.
- Funds reported $13B of Rockwell Automation stock for Q1 2014, up 8% quarter-over-quarter.
- 52 funds opened new Rockwell Automation positions in Q1 2014 and 38 closed out, a net change of +14 holders.
- The largest Rockwell Automation buyer in Q1 2014 was Capital World Investors, an estimated $187M added.
- The largest Rockwell Automation seller in Q1 2014 was Harris Associates, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2014.