Rockwell Automation
794 hedge funds and large institutions have $16.3B invested in Rockwell Automation in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 262 increasing their positions, 285 reducing their positions, and 84 closing their positions.
0.33% more ownership
Funds ownership: 73.04% → 73.37% (+0.33%)
2% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 84
8% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 285
1% less funds holding
Funds holding: 803 → 794 (-9)
11% less capital invested
Capital invested by funds: $18.4B → $16.3B (-$2.08B)
22% less call options, than puts
Call options by funds: $76.1M | Put options by funds: $97.8M
50% less funds holding in top 10
Funds holding in top 10: 16 → 8 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$104M |
| 2 |
Lazard Asset Management
New York
|
+$86.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$72M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.7M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$169M |
| 2 |
State Street
Boston,
Massachusetts
|
-$72M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$69.6M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$61.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$52.7M |
ROK Hedge Fund Activity: Q1 2018 in Review
794 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2018, worth a combined $16.3B — down 11% from $18.4B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of ROK and 82 opened new positions — a net loss of 2 holders — while 285 trimmed existing stakes and 262 added.
The largest buyer was 1832 Asset Management, adding an estimated $104M. The largest seller was Ameriprise, cutting an estimated $169M.
- 794 institutional investors held Rockwell Automation (ROK) as of Q1 2018, down from 803 in Q4 2017.
- Funds reported $16.3B of Rockwell Automation stock for Q1 2018, down 11% quarter-over-quarter.
- 82 funds opened new Rockwell Automation positions in Q1 2018 and 84 closed out, a net change of -2 holders.
- The largest Rockwell Automation buyer in Q1 2018 was 1832 Asset Management, an estimated $104M added.
- The largest Rockwell Automation seller in Q1 2018 was Ameriprise, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2018.