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Rockwell Automation
ROK

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
820
Holders Change
+3
Holders Change %
+0.37%
% of All Funds
17.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
84
Increased
300
Reduced
277
Closed
71
Calls
$58.6M
Puts
$70.9M
Net Calls
-$12.3M
Net Calls Change
-$32.6M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$172M
2
BlackRock
BlackRock
New York
+$135M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$80.4M
4
Charles Schwab
Charles Schwab
California
+$66.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$59.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$88.4M
3
Millennium Management
Millennium Management
New York
-$79M
4
CVA
Ceredex Value Advisors
Florida
-$72.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
826
Marshall Wace North America
New York
– -$6.76M -44,894 Closed
IP
827
Isthmus Partners
Wisconsin
– -$5.87M -39,036 Closed
HCMNY
828
Howard Capital Management (New York)
New York
– -$4.81M -31,984 Closed
SSA
829
Schonfeld Strategic Advisors
New York
– -$4.04M -26,814 Closed
QT
830
Quantbot Technologies
New York
– -$3.89M -25,845 Closed
SC
831
Samlyn Capital
New York
– -$2.51M -16,680 Closed
SGA
832
Strategic Global Advisors
California
– -$2.42M -16,076 Closed
DTL
833
Dynamic Technology Lab
Singapore
– -$1.97M -13,105 Closed
Susquehanna International Group
834
Susquehanna International Group
Pennsylvania
– -$1.95M -11,486 Closed
QSS
835
Quantitative Systematic Strategies
Florida
– -$1.62M -10,794 Closed
ECM
836
Element Capital Management
New York
– -$1.56M -10,402 Closed
SIM
837
Spark Investment Management
New York
– -$1.28M -8,500 Closed
BCM
838
BlueCrest Capital Management
Jersey
– -$1.25M -8,298 Closed
TI
839
Trexquant Investment
Connecticut
– -$1.23M -8,148 Closed
Group One Trading
840
Group One Trading
Illinois
– -$1.25M -7,370 Closed
QC
841
Quadrature Capital
United Kingdom
– -$977K -6,505 Closed
GCA
842
Gideon Capital Advisors
New York
– -$947K -6,291 Closed
BCM
843
Bourgeon Capital Management
Connecticut
– -$925K -6,145 Closed
MYLI
844
Meiji Yasuda Life Insurance
Japan
– -$872K -5,792 Closed
SM
845
Sciencast Management
New Jersey
– -$912K -5,601 Closed
BCM
846
BBT Capital Management
Texas
– -$835K -5,547 Closed
VF
847
Virtu Financial
New York
– -$800K -5,316 Closed
HF
848
HRT Financial
New York
– -$730K -4,852 Closed
AIL
849
AGF Investments LLC
Ontario, Canada
– -$716K -4,757 Closed
TPWA
850
TRUE Private Wealth Advisors
Oregon
– -$698K -4,643 Closed
32 33
34
35 36

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.