Rockwell Automation
568 hedge funds and large institutions have $11.8B invested in Rockwell Automation in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 48 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more call options, than puts
Call options by funds: $54.1M | Put options by funds: $47.7M
6% more capital invested
Capital invested by funds: $11.2B → $11.8B (+$640M)
1.16% more ownership
Funds ownership: 74.03% → 75.2% (+1.2%)
4% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 48
10% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 208
1% less funds holding
Funds holding: 575 → 568 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$420M |
| 2 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$188M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$87.9M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$52.8M |
| 5 |
MAM
Marketfield Asset Management
New York
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$90M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$76.6M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$55.5M |
| 5 |
Two Sigma Investments
New York
|
-$51.1M |
ROK Hedge Fund Activity: Q1 2015 in Review
568 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2015, worth a combined $11.8B — up 5.7% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ROK positions and 48 closed out — a net gain of 2 holders — while 188 added to existing stakes and 208 trimmed.
The largest buyer was UBS Group, adding an estimated $420M. The largest seller was Fidelity Investments, cutting an estimated $129M.
- 568 institutional investors held Rockwell Automation (ROK) as of Q1 2015, down from 575 in Q4 2014.
- Funds reported $11.8B of Rockwell Automation stock for Q1 2015, up 5.7% quarter-over-quarter.
- 50 funds opened new Rockwell Automation positions in Q1 2015 and 48 closed out, a net change of +2 holders.
- The largest Rockwell Automation buyer in Q1 2015 was UBS Group, an estimated $420M added.
- The largest Rockwell Automation seller in Q1 2015 was Fidelity Investments, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2015.