Rockwell Automation
987 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 345 increasing their positions, 316 reducing their positions, and 74 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
39% more call options, than puts
Call options by funds: $119M | Put options by funds: $85.6M
34% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 74
12% more capital invested
Capital invested by funds: $23.7B → $26.4B (+$2.73B)
3.04% more ownership
Funds ownership: 77% → 80.04% (+3%)
2% more funds holding
Funds holding: 972 → 987 (+15)
9% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 316
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$968M |
| 2 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$78.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$76.3M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$49.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$184M |
| 2 |
Bank of New York Mellon
New York
|
-$99.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.4M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$56.9M |
| 5 |
CIM
CCLA Investment Management
London,
United Kingdom
|
-$54.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADIM
1051
Alpha DNA Investment Management
Columbia,
Maryland
| – | -$6K | -23 | Closed |
|
|
MWP
1052
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$4K | -16 | Closed |
|
|
GAM
1053
Grandview Asset Management
Harrisburg,
Pennsylvania
| – | -$2K | -7 | Closed |
|
|
BFC
1054
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$1K | -5 | Closed |
|
|
JPLA
1055
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$1K | -5 | Closed |
|
|
SFO
1056
Standard Family Office
Sioux Falls,
South Dakota
| – | -$1K | -5 | Closed |
|
1057
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -4 | Closed |
|
|
MLFP
1058
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | -$1K | -4 | Closed |
|
|
TSW
1059
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$1K | -4 | Closed |
|
|
ME
1060
McIlrath & Eck
Arlington,
Washington
| – | -$1K | -3 | Closed |
|
ROK Hedge Fund Activity: Q2 2021 in Review
987 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2021, worth a combined $26.4B — up 12% from $23.7B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new ROK positions and 74 closed out — a net gain of 25 holders — while 345 added to existing stakes and 316 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $968M. The largest seller was DZ Bank, cutting an estimated $184M.
- 987 institutional investors held Rockwell Automation (ROK) as of Q2 2021, up from 972 in Q1 2021.
- Funds reported $26.4B of Rockwell Automation stock for Q2 2021, up 12% quarter-over-quarter.
- 99 funds opened new Rockwell Automation positions in Q2 2021 and 74 closed out, a net change of +25 holders.
- The largest Rockwell Automation buyer in Q2 2021 was Capital World Investors, an estimated $968M added.
- The largest Rockwell Automation seller in Q2 2021 was DZ Bank, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2021.