Rockwell Automation
820 hedge funds and large institutions have $15.7B invested in Rockwell Automation in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 71 closing their positions.
19% more capital invested
Capital invested by funds: $13.2B → $15.7B (+$2.47B)
18% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 71
8% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 277
0% more funds holding
Funds holding: 817 → 820 (+3)
0.12% more ownership
Funds ownership: 74.81% → 74.93% (+0.12%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less call options, than puts
Call options by funds: $58.6M | Put options by funds: $70.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 2 |
BlackRock
New York
|
+$135M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$80.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$66.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$59.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$268M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$88.4M |
| 3 |
Millennium Management
New York
|
-$79M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$72.2M |
| 5 |
Two Sigma Investments
New York
|
-$70.6M |
ROK Hedge Fund Activity: Q1 2019 in Review
820 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2019, worth a combined $15.7B — up 19% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ROK positions and 71 closed out — a net gain of 13 holders — while 300 added to existing stakes and 277 trimmed.
The largest buyer was Ameriprise, adding an estimated $172M. The largest seller was Bank of America, cutting an estimated $268M.
- 820 institutional investors held Rockwell Automation (ROK) as of Q1 2019, up from 817 in Q4 2018.
- Funds reported $15.7B of Rockwell Automation stock for Q1 2019, up 19% quarter-over-quarter.
- 84 funds opened new Rockwell Automation positions in Q1 2019 and 71 closed out, a net change of +13 holders.
- The largest Rockwell Automation buyer in Q1 2019 was Ameriprise, an estimated $172M added.
- The largest Rockwell Automation seller in Q1 2019 was Bank of America, an estimated $268M sold.
Based on aggregated 13F filings for Q1 2019.