Rockwell Automation
1,032 hedge funds and large institutions have $26.8B invested in Rockwell Automation in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 359 increasing their positions, 342 reducing their positions, and 55 closing their positions.
102% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 55
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
5% more funds holding
Funds holding: 987 → 1,032 (+45)
5% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 342
1% more capital invested
Capital invested by funds: $26.4B → $26.8B (+$350M)
6% less call options, than puts
Call options by funds: $75.2M | Put options by funds: $80M
1.28% less ownership
Funds ownership: 80.04% → 78.76% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$255M |
| 2 |
Two Sigma Investments
New York
|
+$84.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$65.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$63.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$147M |
| 2 |
BMSSC
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
-$127M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$116M |
| 4 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$89.3M |
| 5 |
JP Morgan Chase
New York
|
-$75.2M |
ROK Hedge Fund Activity: Q3 2021 in Review
1,032 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2021, worth a combined $26.8B — up 1.3% from $26.4B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new ROK positions and 55 closed out — a net gain of 56 holders — while 359 added to existing stakes and 342 trimmed.
The largest buyer was Bank of America, adding an estimated $255M. The largest seller was DZ Bank, cutting an estimated $147M.
- 1,032 institutional investors held Rockwell Automation (ROK) as of Q3 2021, up from 987 in Q2 2021.
- Funds reported $26.8B of Rockwell Automation stock for Q3 2021, up 1.3% quarter-over-quarter.
- 111 funds opened new Rockwell Automation positions in Q3 2021 and 55 closed out, a net change of +56 holders.
- The largest Rockwell Automation buyer in Q3 2021 was Bank of America, an estimated $255M added.
- The largest Rockwell Automation seller in Q3 2021 was DZ Bank, an estimated $147M sold.
Based on aggregated 13F filings for Q3 2021.