Rockwell Automation
906 hedge funds and large institutions have $19.1B invested in Rockwell Automation in 2020 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 254 increasing their positions, 313 reducing their positions, and 66 closing their positions.
182% more first-time investments, than exits
New positions opened: 186 | Existing positions closed: 66
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
39% more capital invested
Capital invested by funds: $13.7B → $19.1B (+$5.41B)
31% more call options, than puts
Call options by funds: $95.3M | Put options by funds: $72.6M
15% more funds holding
Funds holding: 791 → 906 (+115)
0.47% less ownership
Funds ownership: 78.07% → 77.6% (-0.47%)
19% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 313
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$203M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$173M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$170M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$111M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$67.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$254M |
| 2 |
BlackRock
New York
|
-$235M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$196M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$111M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$103M |
ROK Hedge Fund Activity: Q2 2020 in Review
906 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2020, worth a combined $19.1B — up 39% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 186 funds opened new ROK positions and 66 closed out — a net gain of 120 holders — while 254 added to existing stakes and 313 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Wellington Management Group, cutting an estimated $254M.
- 906 institutional investors held Rockwell Automation (ROK) as of Q2 2020, up from 791 in Q1 2020.
- Funds reported $19.1B of Rockwell Automation stock for Q2 2020, up 39% quarter-over-quarter.
- 186 funds opened new Rockwell Automation positions in Q2 2020 and 66 closed out, a net change of +120 holders.
- The largest Rockwell Automation buyer in Q2 2020 was Fidelity Investments, an estimated $203M added.
- The largest Rockwell Automation seller in Q2 2020 was Wellington Management Group, an estimated $254M sold.
Based on aggregated 13F filings for Q2 2020.