Rockwell Automation
575 hedge funds and large institutions have $11.2B invested in Rockwell Automation in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 188 increasing their positions, 210 reducing their positions, and 49 closing their positions.
43% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 49
17% more call options, than puts
Call options by funds: $35.9M | Put options by funds: $30.8M
2% more funds holding
Funds holding: 562 → 575 (+13)
1.19% more ownership
Funds ownership: 72.84% → 74.03% (+1.2%)
1% more capital invested
Capital invested by funds: $11B → $11.2B (+$131M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$168M |
| 2 |
Lazard Asset Management
New York
|
+$156M |
| 3 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$80.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$67.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$155M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$79.8M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$75.2M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$74.4M |
ROK Hedge Fund Activity: Q4 2014 in Review
575 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2014, worth a combined $11.2B — up 1.2% from $11B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ROK positions and 49 closed out — a net gain of 21 holders — while 188 added to existing stakes and 210 trimmed.
The largest buyer was Capital World Investors, adding an estimated $168M. The largest seller was Fidelity Investments, cutting an estimated $171M.
- 575 institutional investors held Rockwell Automation (ROK) as of Q4 2014, up from 562 in Q3 2014.
- Funds reported $11.2B of Rockwell Automation stock for Q4 2014, up 1.2% quarter-over-quarter.
- 70 funds opened new Rockwell Automation positions in Q4 2014 and 49 closed out, a net change of +21 holders.
- The largest Rockwell Automation buyer in Q4 2014 was Capital World Investors, an estimated $168M added.
- The largest Rockwell Automation seller in Q4 2014 was Fidelity Investments, an estimated $171M sold.
Based on aggregated 13F filings for Q4 2014.