Rockwell Automation
816 hedge funds and large institutions have $17.2B invested in Rockwell Automation in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 264 increasing their positions, 276 reducing their positions, and 60 closing their positions.
189% more call options, than puts
Call options by funds: $326M | Put options by funds: $113M
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
37% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 60
11% more capital invested
Capital invested by funds: $15.5B → $17.2B (+$1.72B)
2% more funds holding
Funds holding: 801 → 816 (+15)
0.37% more ownership
Funds ownership: 74.05% → 74.43% (+0.37%)
4% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$401M |
| 2 |
Lazard Asset Management
New York
|
+$84.6M |
| 3 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$62.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$55.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$408M |
| 2 |
D.E. Shaw & Co
New York
|
-$96M |
| 3 |
BlackRock
New York
|
-$64.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$64.5M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$59.5M |
ROK Hedge Fund Activity: Q3 2018 in Review
816 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2018, worth a combined $17.2B — up 11% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new ROK positions and 60 closed out — a net gain of 22 holders — while 264 added to existing stakes and 276 trimmed.
The largest buyer was Bank of America, adding an estimated $401M. The largest seller was Capital World Investors, cutting an estimated $408M.
- 816 institutional investors held Rockwell Automation (ROK) as of Q3 2018, up from 801 in Q2 2018.
- Funds reported $17.2B of Rockwell Automation stock for Q3 2018, up 11% quarter-over-quarter.
- 82 funds opened new Rockwell Automation positions in Q3 2018 and 60 closed out, a net change of +22 holders.
- The largest Rockwell Automation buyer in Q3 2018 was Bank of America, an estimated $401M added.
- The largest Rockwell Automation seller in Q3 2018 was Capital World Investors, an estimated $408M sold.
Based on aggregated 13F filings for Q3 2018.