Rockwell Automation
914 hedge funds and large institutions have $19.9B invested in Rockwell Automation in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 329 increasing their positions, 310 reducing their positions, and 65 closing their positions.
67% more call options, than puts
Call options by funds: $99.6M | Put options by funds: $59.6M
23% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 65
6% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 310
4% more capital invested
Capital invested by funds: $19.1B → $19.9B (+$734M)
1% more funds holding
Funds holding: 907 → 914 (+7)
0.08% more ownership
Funds ownership: 77.6% → 77.68% (+0.08%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$136M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$68.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$67.1M |
| 4 |
AC
Alleghany Corporation
New York
|
+$50.5M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$82.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.4M |
| 3 |
SCM
Suvretta Capital Management
New York
|
-$67.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$59.3M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.5M |
ROK Hedge Fund Activity: Q3 2020 in Review
914 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2020, worth a combined $19.9B — up 3.8% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new ROK positions and 65 closed out — a net gain of 15 holders — while 329 added to existing stakes and 310 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $136M. The largest seller was Wellington Management Group, cutting an estimated $82.4M.
- 914 institutional investors held Rockwell Automation (ROK) as of Q3 2020, up from 907 in Q2 2020.
- Funds reported $19.9B of Rockwell Automation stock for Q3 2020, up 3.8% quarter-over-quarter.
- 80 funds opened new Rockwell Automation positions in Q3 2020 and 65 closed out, a net change of +15 holders.
- The largest Rockwell Automation buyer in Q3 2020 was JP Morgan Chase, an estimated $136M added.
- The largest Rockwell Automation seller in Q3 2020 was Wellington Management Group, an estimated $82.4M sold.
Based on aggregated 13F filings for Q3 2020.