Rockwell Automation
759 hedge funds and large institutions have $14.2B invested in Rockwell Automation in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 273 reducing their positions, and 92 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
20% more call options, than puts
Call options by funds: $90.2M | Put options by funds: $75.3M
0.75% less ownership
Funds ownership: 74.33% → 73.58% (-0.75%)
2% less capital invested
Capital invested by funds: $14.4B → $14.2B (-$224M)
5% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 273
6% less funds holding
Funds holding: 805 → 759 (-46)
43% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$316M |
| 2 |
JP Morgan Chase
New York
|
+$138M |
| 3 |
Bank of New York Mellon
New York
|
+$126M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$109M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$73.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$274M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$272M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$94.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$87.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$84.8M |
ROK Hedge Fund Activity: Q3 2019 in Review
759 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2019, worth a combined $14.2B — down 1.6% from $14.4B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of ROK and 52 opened new positions — a net loss of 40 holders — while 273 trimmed existing stakes and 258 added.
The largest buyer was Vanguard Group, adding an estimated $316M. The largest seller was BlackRock, cutting an estimated $274M.
- 759 institutional investors held Rockwell Automation (ROK) as of Q3 2019, down from 805 in Q2 2019.
- Funds reported $14.2B of Rockwell Automation stock for Q3 2019, down 1.6% quarter-over-quarter.
- 52 funds opened new Rockwell Automation positions in Q3 2019 and 92 closed out, a net change of -40 holders.
- The largest Rockwell Automation buyer in Q3 2019 was Vanguard Group, an estimated $316M added.
- The largest Rockwell Automation seller in Q3 2019 was BlackRock, an estimated $274M sold.
Based on aggregated 13F filings for Q3 2019.