Rockwell Automation
705 hedge funds and large institutions have $15.6B invested in Rockwell Automation in 2017 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 263 increasing their positions, 235 reducing their positions, and 46 closing their positions.
41% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 46
12% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 235
2% more funds holding
Funds holding: 692 → 705 (+13)
5% more capital invested
Capital invested by funds: $14.9B → $15.6B (+$717M)
0.36% more ownership
Funds ownership: 74.41% → 74.77% (+0.36%)
10% less call options, than puts
Call options by funds: $135M | Put options by funds: $151M
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$124M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$123M |
| 3 |
BlackRock
New York
|
+$107M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$96.7M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$93.7M |
| 2 |
Goldman Sachs
New York
|
-$73.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$70.7M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$53.6M |
| 5 |
FAM
Fred Alger Management
New York
|
-$53.6M |
ROK Hedge Fund Activity: Q2 2017 in Review
705 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2017, worth a combined $15.6B — up 4.8% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new ROK positions and 46 closed out — a net gain of 19 holders — while 263 added to existing stakes and 235 trimmed.
The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $124M. The largest seller was Millennium Management, cutting an estimated $93.7M.
- 705 institutional investors held Rockwell Automation (ROK) as of Q2 2017, up from 692 in Q1 2017.
- Funds reported $15.6B of Rockwell Automation stock for Q2 2017, up 4.8% quarter-over-quarter.
- 65 funds opened new Rockwell Automation positions in Q2 2017 and 46 closed out, a net change of +19 holders.
- The largest Rockwell Automation buyer in Q2 2017 was Jupiter Investment Management, an estimated $124M added.
- The largest Rockwell Automation seller in Q2 2017 was Millennium Management, an estimated $93.7M sold.
Based on aggregated 13F filings for Q2 2017.