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Rockwell Automation
ROK

913 hedge funds and large institutions have $19.9B invested in Rockwell Automation in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 310 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $99.6M | Put options by funds: $59.6M

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

6% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 310

4% more capital invested

Capital invested by funds: $19.1B → $19.9B (+$734M)

1% more funds holding

Funds holding: 906 → 913 (+7)

0.08% more ownership

Funds ownership: 77.6% → 77.68% (+0.08%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
913
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
18.42%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
80
Increased
328
Reduced
310
Closed
65
Calls
$99.6M
Puts
$59.6M
Net Calls
+$40.1M
Net Calls Change
+$17.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$136M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$67.1M
4
AC
Alleghany Corporation
New York
+$50.5M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$82.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.4M
3
SCM
Suvretta Capital Management
New York
-$67.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$59.3M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
826
WhitTier Trust Company
Nevada
$29K – – –
PFBT
827
Parkside Financial Bank & Trust
Missouri
$29K +$4.47K +20 +18%
FDCDDQ
828
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.7K +$6.7K +30 +30%
AAP
829
Arax Advisory Partners
Colorado
$28K -$223K -1,000 -89%
PCA
830
Providence Capital Advisors
North Carolina
$28K – – –
MAM
831
Magellan Asset Management
Australia
$27K +$27.3K +122 New
H
832
Hexavest
Quebec, Canada
$26K +$21.2K +95 +396%
FHA
833
Flagship Harbor Advisors
Massachusetts
$25K -$27.5K -123 -51%
AWM
834
Avior Wealth Management
Nebraska
$25K – – –
FP
835
Financial Perspectives
Minnesota
$24.7K – – –
LC
836
Lindbrook Capital
California
$23K +$4.47K +20 +23%
Millennium Management
837
Millennium Management
New York
$22.1K +$16.6M +74,149 +285%
EDRH
838
Edmond de Rothschild Holding
Switzerland
$22K -$22.3K -100 -50%
CAGAS
839
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
JWA
840
JFS Wealth Advisors
Pennsylvania
$22K – – –
KC
841
Knuff & Co
California
$22K – – –
POIA
842
Pin Oak Investment Advisors
Texas
$22K – – –
OC
843
Oakworth Capital
Alabama
$22K +$9.83K +44 +79%
AIL
844
AGF Investments LLC
Ontario, Canada
$21K -$1.79K -8 -8%
O
845
Ossiam
France
$21K +$14.1K +63 +191%
Parallax Volatility Advisers
846
Parallax Volatility Advisers
California
$19K -$131K -585 -87%
YAL
847
Your Advocates Ltd
Texas
$19K +$223 +1 +1%
TC
848
Trust Company
Kansas
$18K – – –
ETC
849
Exchange Traded Concepts
Oklahoma
$18K +$15.4K +69 +531%
HCP
850
Hexagon Capital Partners
Arkansas
$18K +$16.8K +75 New
32 33
34
35 36

ROK Hedge Fund Activity: Q3 2020 in Review

913 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2020, worth a combined $19.9B — up 3.8% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ROK positions and 65 closed out — a net gain of 15 holders — while 328 added to existing stakes and 310 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $136M. The largest seller was Wellington Management Group, cutting an estimated $82.4M.

  • 913 institutional investors held Rockwell Automation (ROK) as of Q3 2020, up from 906 in Q2 2020.
  • Funds reported $19.9B of Rockwell Automation stock for Q3 2020, up 3.8% quarter-over-quarter.
  • 80 funds opened new Rockwell Automation positions in Q3 2020 and 65 closed out, a net change of +15 holders.
  • The largest Rockwell Automation buyer in Q3 2020 was JP Morgan Chase, an estimated $136M added.
  • The largest Rockwell Automation seller in Q3 2020 was Wellington Management Group, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2020.