Rockwell Automation
577 hedge funds and large institutions have $12.9B invested in Rockwell Automation in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 189 increasing their positions, 234 reducing their positions, and 35 closing their positions.
579% more call options, than puts
Call options by funds: $55M | Put options by funds: $8.1M
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
0% less funds holding
Funds holding: 579 → 577 (-2)
1% less capital invested
Capital invested by funds: $13B → $12.9B (-$69M)
0.56% less ownership
Funds ownership: 75.02% → 74.47% (-0.56%)
19% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 234
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$107M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$64.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$58.6M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$46.5M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$87.7M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$82.7M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$57.4M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$45.4M |
ROK Hedge Fund Activity: Q2 2014 in Review
577 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2014, worth a combined $12.9B — down 0.53% from $13B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ROK positions and 35 closed out — a net gain of 2 holders — while 189 added to existing stakes and 234 trimmed.
The largest buyer was Norges Bank, adding an estimated $107M. The largest seller was Ameriprise, cutting an estimated $96.1M.
- 577 institutional investors held Rockwell Automation (ROK) as of Q2 2014, down from 579 in Q1 2014.
- Funds reported $12.9B of Rockwell Automation stock for Q2 2014, down 0.53% quarter-over-quarter.
- 37 funds opened new Rockwell Automation positions in Q2 2014 and 35 closed out, a net change of +2 holders.
- The largest Rockwell Automation buyer in Q2 2014 was Norges Bank, an estimated $107M added.
- The largest Rockwell Automation seller in Q2 2014 was Ameriprise, an estimated $96.1M sold.
Based on aggregated 13F filings for Q2 2014.