Rockwell Automation
691 hedge funds and large institutions have $15B invested in Rockwell Automation in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 243 increasing their positions, 236 reducing their positions, and 51 closing their positions.
88% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 51
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
19% more capital invested
Capital invested by funds: $12.6B → $15B (+$2.35B)
5% more funds holding
Funds holding: 656 → 691 (+35)
1.91% more ownership
Funds ownership: 72.51% → 74.42% (+1.9%)
3% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 236
51% less call options, than puts
Call options by funds: $48.3M | Put options by funds: $99.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.31B |
| 2 |
JP Morgan Chase
New York
|
+$189M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$85.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$81.7M |
| 5 |
FAM
Fred Alger Management
New York
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$189M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$179M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$162M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$129M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$78.7M |
ROK Hedge Fund Activity: Q1 2017 in Review
691 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2017, worth a combined $15B — up 19% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new ROK positions and 51 closed out — a net gain of 45 holders — while 243 added to existing stakes and 236 trimmed.
The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Lazard Asset Management, cutting an estimated $189M.
- 691 institutional investors held Rockwell Automation (ROK) as of Q1 2017, up from 656 in Q4 2016.
- Funds reported $15B of Rockwell Automation stock for Q1 2017, up 19% quarter-over-quarter.
- 96 funds opened new Rockwell Automation positions in Q1 2017 and 51 closed out, a net change of +45 holders.
- The largest Rockwell Automation buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
- The largest Rockwell Automation seller in Q1 2017 was Lazard Asset Management, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2017.