Rockwell Automation
622 hedge funds and large institutions have $11.3B invested in Rockwell Automation in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 202 reducing their positions, and 35 closing their positions.
97% more call options, than puts
Call options by funds: $99.7M | Put options by funds: $50.5M
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
8% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 202
0% more funds holding
Funds holding: 622 → 622 (0)
1% less capital invested
Capital invested by funds: $11.3B → $11.3B (-$76.8M)
4.38% less ownership
Funds ownership: 79.35% → 74.96% (-4.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$59.1M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
+$56.3M |
| 3 |
Lazard Asset Management
New York
|
+$43.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$36M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$428M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$137M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$81.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$63.2M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$55.1M |
ROK Hedge Fund Activity: Q2 2016 in Review
622 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2016, worth a combined $11.3B — down 0.68% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ROK positions and 35 closed out — a net gain of 9 holders — while 219 added to existing stakes and 202 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $59.1M. The largest seller was Royal London Asset Management, cutting an estimated $428M.
- 622 institutional investors held Rockwell Automation (ROK) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $11.3B of Rockwell Automation stock for Q2 2016, down 0.68% quarter-over-quarter.
- 44 funds opened new Rockwell Automation positions in Q2 2016 and 35 closed out, a net change of +9 holders.
- The largest Rockwell Automation buyer in Q2 2016 was OppenheimerFunds, an estimated $59.1M added.
- The largest Rockwell Automation seller in Q2 2016 was Royal London Asset Management, an estimated $428M sold.
Based on aggregated 13F filings for Q2 2016.