Rockwell Automation
623 hedge funds and large institutions have $11.4B invested in Rockwell Automation in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 214 increasing their positions, 219 reducing their positions, and 46 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
59% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 46
11% more capital invested
Capital invested by funds: $10.3B → $11.4B (+$1.11B)
4% more funds holding
Funds holding: 601 → 623 (+22)
0.19% more ownership
Funds ownership: 76.31% → 76.49% (+0.19%)
2% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 219
14% less call options, than puts
Call options by funds: $122M | Put options by funds: $142M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$79.9M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$67.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.3M |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$46M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$45.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$114M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.6M |
| 3 |
Primecap Management
Pasadena,
California
|
-$45.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$43.5M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$37.4M |
ROK Hedge Fund Activity: Q1 2016 in Review
623 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2016, worth a combined $11.4B — up 11% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new ROK positions and 46 closed out — a net gain of 27 holders — while 214 added to existing stakes and 219 trimmed.
The largest buyer was American Century Companies, adding an estimated $79.9M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $114M sold.
- 623 institutional investors held Rockwell Automation (ROK) as of Q1 2016, up from 601 in Q4 2015.
- Funds reported $11.4B of Rockwell Automation stock for Q1 2016, up 11% quarter-over-quarter.
- 73 funds opened new Rockwell Automation positions in Q1 2016 and 46 closed out, a net change of +27 holders.
- The largest Rockwell Automation buyer in Q1 2016 was American Century Companies, an estimated $79.9M added.
- The largest Rockwell Automation seller in Q1 2016 was Massachusetts Financial Services, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2016.