Rockwell Automation
805 hedge funds and large institutions have $14.1B invested in Rockwell Automation in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 285 increasing their positions, 272 reducing their positions, and 86 closing their positions.
51% more call options, than puts
Call options by funds: $132M | Put options by funds: $87.5M
5% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 272
3% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 86
2% less funds holding
Funds holding: 820 → 805 (-15)
1.83% less ownership
Funds ownership: 74.93% → 73.09% (-1.8%)
10% less capital invested
Capital invested by funds: $15.7B → $14.1B (-$1.57B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$227M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$73.1M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$60.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$41.1M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$373M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$152M |
| 3 |
Millennium Management
New York
|
-$94.4M |
| 4 |
Axa
Paris,
France
|
-$76.1M |
| 5 |
Primecap Management
Pasadena,
California
|
-$59.2M |
ROK Hedge Fund Activity: Q2 2019 in Review
805 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2019, worth a combined $14.1B — down 10% from $15.7B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of ROK and 83 opened new positions — a net loss of 3 holders — while 272 trimmed existing stakes and 285 added.
The largest buyer was Nuveen, adding an estimated $227M. The largest seller was Lazard Asset Management, cutting an estimated $373M.
- 805 institutional investors held Rockwell Automation (ROK) as of Q2 2019, down from 820 in Q1 2019.
- Funds reported $14.1B of Rockwell Automation stock for Q2 2019, down 10% quarter-over-quarter.
- 83 funds opened new Rockwell Automation positions in Q2 2019 and 86 closed out, a net change of -3 holders.
- The largest Rockwell Automation buyer in Q2 2019 was Nuveen, an estimated $227M added.
- The largest Rockwell Automation seller in Q2 2019 was Lazard Asset Management, an estimated $373M sold.
Based on aggregated 13F filings for Q2 2019.