Rockwell Automation
573 hedge funds and large institutions have $12B invested in Rockwell Automation in 2013 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 186 increasing their positions, 207 reducing their positions, and 27 closing their positions.
200% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 27
106% more call options, than puts
Call options by funds: $41.7M | Put options by funds: $20.3M
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
9% more capital invested
Capital invested by funds: $11B → $12B (+$1.02B)
9% more funds holding
Funds holding: 525 → 573 (+48)
0.95% less ownership
Funds ownership: 74.15% → 73.21% (-0.95%)
10% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 207
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$99.2M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$60.4M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$35.9M |
| 4 |
Morgan Stanley
New York
|
+$31.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$251M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
-$93.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$91.2M |
| 4 |
Bank of New York Mellon
New York
|
-$69.4M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$53.9M |
ROK Hedge Fund Activity: Q4 2013 in Review
573 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2013, worth a combined $12B — up 9.3% from $11B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new ROK positions and 27 closed out — a net gain of 54 holders — while 186 added to existing stakes and 207 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $99.2M. The largest seller was Harris Associates, cutting an estimated $251M.
- 573 institutional investors held Rockwell Automation (ROK) as of Q4 2013, up from 525 in Q3 2013.
- Funds reported $12B of Rockwell Automation stock for Q4 2013, up 9.3% quarter-over-quarter.
- 81 funds opened new Rockwell Automation positions in Q4 2013 and 27 closed out, a net change of +54 holders.
- The largest Rockwell Automation buyer in Q4 2013 was Wellington Management Group, an estimated $99.2M added.
- The largest Rockwell Automation seller in Q4 2013 was Harris Associates, an estimated $251M sold.
Based on aggregated 13F filings for Q4 2013.