Rockwell Automation
972 hedge funds and large institutions have $23.7B invested in Rockwell Automation in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 354 increasing their positions, 336 reducing their positions, and 84 closing their positions.
65% more call options, than puts
Call options by funds: $118M | Put options by funds: $71.6M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% more capital invested
Capital invested by funds: $22.4B → $23.7B (+$1.3B)
8% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 84
5% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 336
0.16% more ownership
Funds ownership: 76.83% → 77% (+0.16%)
0% less funds holding
Funds holding: 973 → 972 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$307M |
| 2 |
JP Morgan Chase
New York
|
+$182M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$128M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$114M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$96.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$332M |
| 2 |
Holocene Advisors
New York
|
-$83M |
| 3 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
-$72.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$68.6M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$67.9M |
ROK Hedge Fund Activity: Q1 2021 in Review
972 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2021, worth a combined $23.7B — up 5.8% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new ROK positions and 84 closed out — a net gain of 7 holders — while 354 added to existing stakes and 336 trimmed.
The largest buyer was DZ Bank, adding an estimated $307M. The largest seller was T. Rowe Price Associates, cutting an estimated $332M.
- 972 institutional investors held Rockwell Automation (ROK) as of Q1 2021, down from 973 in Q4 2020.
- Funds reported $23.7B of Rockwell Automation stock for Q1 2021, up 5.8% quarter-over-quarter.
- 91 funds opened new Rockwell Automation positions in Q1 2021 and 84 closed out, a net change of +7 holders.
- The largest Rockwell Automation buyer in Q1 2021 was DZ Bank, an estimated $307M added.
- The largest Rockwell Automation seller in Q1 2021 was T. Rowe Price Associates, an estimated $332M sold.
Based on aggregated 13F filings for Q1 2021.