Rockwell Automation
561 hedge funds and large institutions have $11B invested in Rockwell Automation in 2014 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 199 increasing their positions, 214 reducing their positions, and 52 closing their positions.
299% more call options, than puts
Call options by funds: $58.4M | Put options by funds: $14.6M
7% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 214
1.62% less ownership
Funds ownership: 74.47% → 72.84% (-1.6%)
3% less funds holding
Funds holding: 577 → 561 (-16)
15% less capital invested
Capital invested by funds: $12.9B → $11B (-$1.92B)
15% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 52
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$52.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$44.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$33.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$32.9M |
| 5 |
Two Sigma Investments
New York
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$107M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$102M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$71.9M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.3M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$44.7M |
ROK Hedge Fund Activity: Q3 2014 in Review
561 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2014, worth a combined $11B — down 15% from $12.9B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of ROK and 44 opened new positions — a net loss of 8 holders — while 214 trimmed existing stakes and 199 added.
The largest buyer was Capital World Investors, adding an estimated $52.9M. The largest seller was American Century Companies, cutting an estimated $107M.
- 561 institutional investors held Rockwell Automation (ROK) as of Q3 2014, down from 577 in Q2 2014.
- Funds reported $11B of Rockwell Automation stock for Q3 2014, down 15% quarter-over-quarter.
- 44 funds opened new Rockwell Automation positions in Q3 2014 and 52 closed out, a net change of -8 holders.
- The largest Rockwell Automation buyer in Q3 2014 was Capital World Investors, an estimated $52.9M added.
- The largest Rockwell Automation seller in Q3 2014 was American Century Companies, an estimated $107M sold.
Based on aggregated 13F filings for Q3 2014.