Rockwell Automation
817 hedge funds and large institutions have $13.2B invested in Rockwell Automation in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 320 reducing their positions, and 114 closing their positions.
24% more call options, than puts
Call options by funds: $106M | Put options by funds: $86M
5% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 114
0.34% more ownership
Funds ownership: 74.46% → 74.81% (+0.34%)
0% more funds holding
Funds holding: 816 → 817 (+1)
23% less capital invested
Capital invested by funds: $17.2B → $13.2B (-$3.93B)
28% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 320
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$153M |
| 2 |
Two Sigma Advisers
New York
|
+$133M |
| 3 |
Two Sigma Investments
New York
|
+$117M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$63.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$183M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$98.5M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$89.8M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$74M |
| 5 |
JP Morgan Chase
New York
|
-$58.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
926
LifePlan Financial Group
Dayton,
Ohio
| – | -$3K | -18 | Closed |
|
927
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -6 | Closed |
|
|
DWM
928
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -4 | Closed |
|
|
TC
929
Trilogy Capital
Irvine,
California
| – | -$1K | -3 | Closed |
|
|
FGC
930
Financial Gravity Companies
Lakeway,
Texas
| – | +$334 | +2 | New |
|
ROK Hedge Fund Activity: Q4 2018 in Review
817 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2018, worth a combined $13.2B — down 23% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new ROK positions and 114 closed out — a net gain of 6 holders — while 230 added to existing stakes and 320 trimmed.
The largest buyer was BlackRock, adding an estimated $153M. The largest seller was Wellington Management Group, cutting an estimated $183M.
- 817 institutional investors held Rockwell Automation (ROK) as of Q4 2018, up from 816 in Q3 2018.
- Funds reported $13.2B of Rockwell Automation stock for Q4 2018, down 23% quarter-over-quarter.
- 120 funds opened new Rockwell Automation positions in Q4 2018 and 114 closed out, a net change of +6 holders.
- The largest Rockwell Automation buyer in Q4 2018 was BlackRock, an estimated $153M added.
- The largest Rockwell Automation seller in Q4 2018 was Wellington Management Group, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2018.