Rockwell Automation
601 hedge funds and large institutions have $10.4B invested in Rockwell Automation in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 209 reducing their positions, and 51 closing their positions.
10% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 51
4% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 209
1% more funds holding
Funds holding: 598 → 601 (+3)
0.17% more ownership
Funds ownership: 76.32% → 76.49% (+0.17%)
19% less capital invested
Capital invested by funds: $12.7B → $10.4B (-$2.37B)
40% less call options, than puts
Call options by funds: $68.7M | Put options by funds: $114M
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$176M |
| 2 |
Lazard Asset Management
New York
|
+$95.5M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$91.6M |
| 4 |
Renaissance Technologies
New York
|
+$39.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$215M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$86.6M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$84.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$40.3M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$36.1M |
ROK Hedge Fund Activity: Q3 2015 in Review
601 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2015, worth a combined $10.4B — down 19% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new ROK positions and 51 closed out — a net gain of 5 holders — while 217 added to existing stakes and 209 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $176M. The largest seller was Capital World Investors, cutting an estimated $215M.
- 601 institutional investors held Rockwell Automation (ROK) as of Q3 2015, up from 598 in Q2 2015.
- Funds reported $10.4B of Rockwell Automation stock for Q3 2015, down 19% quarter-over-quarter.
- 56 funds opened new Rockwell Automation positions in Q3 2015 and 51 closed out, a net change of +5 holders.
- The largest Rockwell Automation buyer in Q3 2015 was Fiduciary Management Inc, an estimated $176M added.
- The largest Rockwell Automation seller in Q3 2015 was Capital World Investors, an estimated $215M sold.
Based on aggregated 13F filings for Q3 2015.