Rockwell Automation
ROK
714 hedge funds and large institutions have $17.1B invested in Rockwell Automation in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 261 reducing their positions, and 44 closing their positions.
34% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 44
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
9% more capital invested
Capital invested by funds: $15.7B → $17.1B (+$1.41B)
1% more funds holding
Funds holding: 704 → 714 (+10)
0.46% less ownership
Funds ownership: 74.77% → 74.31% (-0.46%)
4% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 261
62% less call options, than puts
Call options by funds: $108M | Put options by funds: $285M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$83.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$43.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.4M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$32.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$108M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$77.3M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$49.9M |
| 4 |
Bank of New York Mellon
New York
|
-$44.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
751
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$43K | -265 | Closed |
|
|
BAM
752
Bruderman Asset Management
Locust Valley,
New York
| – | -$38K | -235 | Closed |
|
|
FC
753
Ferris Capital
Marlborough,
Massachusetts
| – | -$19K | -117 | Closed |
|
|
TG
754
TLP Group
Evanston,
Illinois
| – | -$16K | -100 | Closed |
|
|
MIM
755
Macroview Investment Management
Bethesda,
Maryland
| – | -$13K | -80 | Closed |
|
|
PWM
756
Perigon Wealth Management
San Francisco,
California
| – | -$7K | -46 | Closed |
|
|
GI
757
Gradient Investments
Arden Hills,
Minnesota
| – | -$4K | -24 | Closed |
|
|
PHK
758
Point72 Hong Kong
Hong Kong
| – | -$3K | -16 | Closed |
|
|
IWM
759
IHT Wealth Management
Chicago,
Illinois
| – | -$28 | -14 | Closed |
|
ROK Hedge Fund Activity: Q3 2017 in Review
714 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2017, worth a combined $17.1B — up 9% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ROK positions and 44 closed out — a net gain of 15 holders — while 250 added to existing stakes and 261 trimmed.
The largest buyer was Ameriprise, adding an estimated $83.2M. The largest seller was Jupiter Investment Management, cutting an estimated $108M.
- 714 institutional investors held Rockwell Automation (ROK) as of Q3 2017, up from 704 in Q2 2017.
- Funds reported $17.1B of Rockwell Automation stock for Q3 2017, up 9% quarter-over-quarter.
- 59 funds opened new Rockwell Automation positions in Q3 2017 and 44 closed out, a net change of +15 holders.
- The largest Rockwell Automation buyer in Q3 2017 was Ameriprise, an estimated $83.2M added.
- The largest Rockwell Automation seller in Q3 2017 was Jupiter Investment Management, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2017.