Rockwell Automation
802 hedge funds and large institutions have $18.4B invested in Rockwell Automation in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 243 increasing their positions, 282 reducing their positions, and 40 closing their positions.
235% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 40
45% more funds holding in top 10
Funds holding in top 10: 11 → 16 (+5)
12% more funds holding
Funds holding: 714 → 802 (+88)
8% more capital invested
Capital invested by funds: $17.1B → $18.4B (+$1.3B)
1.27% less ownership
Funds ownership: 74.31% → 73.04% (-1.3%)
14% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 282
47% less call options, than puts
Call options by funds: $94.3M | Put options by funds: $178M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$86.6M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$64.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.7M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$38.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$138M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$125M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$92.6M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$92.4M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$69.7M |
ROK Hedge Fund Activity: Q4 2017 in Review
802 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2017, worth a combined $18.4B — up 7.6% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new ROK positions and 40 closed out — a net gain of 94 holders — while 243 added to existing stakes and 282 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $86.6M. The largest seller was Victory Capital Management, cutting an estimated $138M.
- 802 institutional investors held Rockwell Automation (ROK) as of Q4 2017, up from 714 in Q3 2017.
- Funds reported $18.4B of Rockwell Automation stock for Q4 2017, up 7.6% quarter-over-quarter.
- 134 funds opened new Rockwell Automation positions in Q4 2017 and 40 closed out, a net change of +94 holders.
- The largest Rockwell Automation buyer in Q4 2017 was Pictet Asset Management (UK), an estimated $86.6M added.
- The largest Rockwell Automation seller in Q4 2017 was Victory Capital Management, an estimated $138M sold.
Based on aggregated 13F filings for Q4 2017.