Rockwell Automation
600 hedge funds and large institutions have $10.4B invested in Rockwell Automation in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 178 increasing their positions, 235 reducing their positions, and 57 closing their positions.
12% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 57
0% less capital invested
Capital invested by funds: $10.4B → $10.4B (-$16.4M)
0.16% less ownership
Funds ownership: 76.49% → 76.33% (-0.16%)
0% less funds holding
Funds holding: 601 → 600 (-1)
4% less call options, than puts
Call options by funds: $40.6M | Put options by funds: $42.2M
24% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 235
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$82.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.5M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$71.6M |
| 4 |
Lazard Asset Management
New York
|
+$59.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$175M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$85.6M |
| 3 |
Primecap Management
Pasadena,
California
|
-$67.3M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$55M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$49.3M |
ROK Hedge Fund Activity: Q4 2015 in Review
600 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2015, worth a combined $10.4B — down 0.16% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new ROK positions and 57 closed out — a net gain of 7 holders — while 178 added to existing stakes and 235 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $82.7M. The largest seller was Capital World Investors, cutting an estimated $175M.
- 600 institutional investors held Rockwell Automation (ROK) as of Q4 2015, down from 601 in Q3 2015.
- Funds reported $10.4B of Rockwell Automation stock for Q4 2015, down 0.16% quarter-over-quarter.
- 64 funds opened new Rockwell Automation positions in Q4 2015 and 57 closed out, a net change of +7 holders.
- The largest Rockwell Automation buyer in Q4 2015 was Goldman Sachs, an estimated $82.7M added.
- The largest Rockwell Automation seller in Q4 2015 was Capital World Investors, an estimated $175M sold.
Based on aggregated 13F filings for Q4 2015.