Rockwell Automation
598 hedge funds and large institutions have $12.7B invested in Rockwell Automation in 2015 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 208 reducing their positions, and 34 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
106% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 34
8% more capital invested
Capital invested by funds: $11.8B → $12.7B (+$970M)
5% more funds holding
Funds holding: 567 → 598 (+31)
1.12% more ownership
Funds ownership: 75.2% → 76.32% (+1.1%)
5% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 208
41% less call options, than puts
Call options by funds: $77.5M | Put options by funds: $131M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$191M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$73.3M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$51M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.3M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$84.3M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$44M |
| 3 |
State Street
Boston,
Massachusetts
|
-$41.7M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
-$39.4M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$30.4M |
ROK Hedge Fund Activity: Q2 2015 in Review
598 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2015, worth a combined $12.7B — up 8.2% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ROK positions and 34 closed out — a net gain of 36 holders — while 198 added to existing stakes and 208 trimmed.
The largest buyer was Swedbank, opening a new position worth an estimated $191M. The largest seller was Capital World Investors, cutting an estimated $84.3M.
- 598 institutional investors held Rockwell Automation (ROK) as of Q2 2015, up from 567 in Q1 2015.
- Funds reported $12.7B of Rockwell Automation stock for Q2 2015, up 8.2% quarter-over-quarter.
- 70 funds opened new Rockwell Automation positions in Q2 2015 and 34 closed out, a net change of +36 holders.
- The largest Rockwell Automation buyer in Q2 2015 was Swedbank, an estimated $191M added.
- The largest Rockwell Automation seller in Q2 2015 was Capital World Investors, an estimated $84.3M sold.
Based on aggregated 13F filings for Q2 2015.