Rockwell Automation
860 hedge funds and large institutions have $17.6B invested in Rockwell Automation in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 246 increasing their positions, 277 reducing their positions, and 51 closing their positions.
233% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 51
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
24% more capital invested
Capital invested by funds: $14.2B → $17.6B (+$3.42B)
14% more funds holding
Funds holding: 757 → 860 (+103)
1.62% more ownership
Funds ownership: 73.58% → 75.2% (+1.6%)
11% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 277
35% less call options, than puts
Call options by funds: $110M | Put options by funds: $169M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Los Angeles Capital Management
Los Angeles,
California
|
+$128M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$104M |
| 3 |
JP Morgan Chase
New York
|
+$86.7M |
| 4 |
Two Sigma Investments
New York
|
+$72.7M |
| 5 |
Two Sigma Advisers
New York
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$148M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$131M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$76.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$63.3M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$60.4M |
ROK Hedge Fund Activity: Q4 2019 in Review
860 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2019, worth a combined $17.6B — up 24% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new ROK positions and 51 closed out — a net gain of 119 holders — while 246 added to existing stakes and 277 trimmed.
The largest buyer was Los Angeles Capital Management, adding an estimated $128M. The largest seller was Capital World Investors, cutting an estimated $148M.
- 860 institutional investors held Rockwell Automation (ROK) as of Q4 2019, up from 757 in Q3 2019.
- Funds reported $17.6B of Rockwell Automation stock for Q4 2019, up 24% quarter-over-quarter.
- 170 funds opened new Rockwell Automation positions in Q4 2019 and 51 closed out, a net change of +119 holders.
- The largest Rockwell Automation buyer in Q4 2019 was Los Angeles Capital Management, an estimated $128M added.
- The largest Rockwell Automation seller in Q4 2019 was Capital World Investors, an estimated $148M sold.
Based on aggregated 13F filings for Q4 2019.