Rockwell Automation
623 hedge funds and large institutions have $11.2B invested in Rockwell Automation in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 201 reducing their positions, and 35 closing their positions.
97% more call options, than puts
Call options by funds: $99.7M | Put options by funds: $50.5M
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
9% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 201
0% more funds holding
Funds holding: 623 → 623 (0)
2% less capital invested
Capital invested by funds: $11.4B → $11.2B (-$220M)
1.53% less ownership
Funds ownership: 76.49% → 74.96% (-1.5%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$59.1M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
+$56.3M |
| 3 |
Lazard Asset Management
New York
|
+$43.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$36M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$137M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$81.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$63.2M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$55.1M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$55M |
ROK Hedge Fund Activity: Q2 2016 in Review
623 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2016, worth a combined $11.2B — down 1.9% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ROK positions and 35 closed out — a net gain of 9 holders — while 219 added to existing stakes and 201 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $59.1M. The largest seller was Ameriprise, cutting an estimated $137M.
- 623 institutional investors held Rockwell Automation (ROK) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $11.2B of Rockwell Automation stock for Q2 2016, down 1.9% quarter-over-quarter.
- 44 funds opened new Rockwell Automation positions in Q2 2016 and 35 closed out, a net change of +9 holders.
- The largest Rockwell Automation buyer in Q2 2016 was OppenheimerFunds, an estimated $59.1M added.
- The largest Rockwell Automation seller in Q2 2016 was Ameriprise, an estimated $137M sold.
Based on aggregated 13F filings for Q2 2016.