Rockwell Automation
792 hedge funds and large institutions have $13.7B invested in Rockwell Automation in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 262 increasing their positions, 305 reducing their positions, and 142 closing their positions.
2.89% more ownership
Funds ownership: 75.08% → 77.96% (+2.9%)
8% less funds holding
Funds holding: 862 → 792 (-70)
13% less call options, than puts
Call options by funds: $59M | Put options by funds: $68.2M
14% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 305
22% less capital invested
Capital invested by funds: $17.6B → $13.7B (-$3.89B)
46% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 142
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$323M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$242M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$157M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$119M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$97.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$115M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$87.9M |
| 3 |
Two Sigma Investments
New York
|
-$72M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$63M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$60.6M |
ROK Hedge Fund Activity: Q1 2020 in Review
792 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2020, worth a combined $13.7B — down 22% from $17.6B a quarter earlier.
Sellers outnumbered buyers: 142 funds closed out of ROK and 76 opened new positions — a net loss of 66 holders — while 305 trimmed existing stakes and 262 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $323M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $115M sold.
- 792 institutional investors held Rockwell Automation (ROK) as of Q1 2020, down from 862 in Q4 2019.
- Funds reported $13.7B of Rockwell Automation stock for Q1 2020, down 22% quarter-over-quarter.
- 76 funds opened new Rockwell Automation positions in Q1 2020 and 142 closed out, a net change of -66 holders.
- The largest Rockwell Automation buyer in Q1 2020 was T. Rowe Price Associates, an estimated $323M added.
- The largest Rockwell Automation seller in Q1 2020 was 1832 Asset Management, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2020.