Rockwell Automation
974 hedge funds and large institutions have $22.4B invested in Rockwell Automation in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 342 increasing their positions, 306 reducing their positions, and 70 closing their positions.
100% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 70
91% more call options, than puts
Call options by funds: $93.1M | Put options by funds: $48.8M
13% more capital invested
Capital invested by funds: $19.9B → $22.4B (+$2.49B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 306
7% more funds holding
Funds holding: 914 → 974 (+60)
0.85% less ownership
Funds ownership: 77.69% → 76.84% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$174M |
| 2 |
Holocene Advisors
New York
|
+$74.1M |
| 3 |
BlackRock
New York
|
+$52.6M |
| 4 |
Janus Henderson Group
London,
|
+$46.3M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$148M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$93.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$90.6M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$73.1M |
| 5 |
Goldman Sachs
New York
|
-$69.5M |
ROK Hedge Fund Activity: Q4 2020 in Review
974 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2020, worth a combined $22.4B — up 13% from $19.9B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new ROK positions and 70 closed out — a net gain of 70 holders — while 342 added to existing stakes and 306 trimmed.
The largest buyer was Invesco, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $148M.
- 974 institutional investors held Rockwell Automation (ROK) as of Q4 2020, up from 914 in Q3 2020.
- Funds reported $22.4B of Rockwell Automation stock for Q4 2020, up 13% quarter-over-quarter.
- 140 funds opened new Rockwell Automation positions in Q4 2020 and 70 closed out, a net change of +70 holders.
- The largest Rockwell Automation buyer in Q4 2020 was Invesco, an estimated $174M added.
- The largest Rockwell Automation seller in Q4 2020 was JP Morgan Chase, an estimated $148M sold.
Based on aggregated 13F filings for Q4 2020.