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Rockwell Automation

972 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, 341 increasing their positions, 306 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 71

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 (+$2.53B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 306

6% more funds holding

Funds holding: 913972 (+59)

0.85% less ownership

Funds ownership: 77.68%76.83% (-0.85%)

Holders
972
Holders Change
+59
Holders Change %
+6.46%
% of All Funds
17.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
140
Increased
341
Reduced
306
Closed
71
Calls
$93.1M
Puts
$48.8M
Net Calls
+$44.4M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.86B -$64.9M -265,260 -2%
BlackRock
2
BlackRock
New York
$2.17B +$52.6M +215,175 +3%
State Street
3
State Street
Massachusetts
$1.19B -$13.3M -54,459 -1%
UBS Group
4
UBS Group
Switzerland
$736M -$34.9M -142,701 -5%
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$728M
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$626M -$66.4M -271,411 -10%
JP Morgan Chase
7
JP Morgan Chase
New York
$615M -$148M -603,289 -20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$540M +$11.1M +45,567 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$464M -$28.8M -117,584 -6%
Bank of America
10
Bank of America
North Carolina
$430M -$16.2M -66,114 -4%
AAMU
11
Amundi Asset Management US
Massachusetts
$423M -$20M -81,661 -5%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$360M +$20.3M +82,791 +6%
Northern Trust
13
Northern Trust
Illinois
$360M -$6.72M -27,492 -2%
Invesco
14
Invesco
Georgia
$339M +$174M +711,443 +111%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$312M +$30.9M +126,357 +11%
Lazard Asset Management
16
Lazard Asset Management
New York
$299M +$18.1M +74,043 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$243M +$12.6M +51,439 +6%
American Century Companies
18
American Century Companies
Missouri
$240M +$2.06M +8,434 +0.9%
Goldman Sachs
19
Goldman Sachs
New York
$238M -$69.5M -284,214 -23%
UBS AM
20
UBS AM
Illinois
$237M +$12.6M +51,350 +6%
Norges Bank
21
Norges Bank
Norway
$231M +$3.68M +15,033 +2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$210M +$9.06M +37,021 +5%
N
23
Nuveen
North Carolina
$187M +$999K +4,086 +0.6%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$180M +$46.3M +189,462 +36%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$160M +$8.84M +36,156 +6%

ROK Hedge Fund Activity: Q4 2020 in Review

972 of the 5,651 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 71 closed out — a net gain of 69 holders — while 341 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.

  • 972 institutional investors held Rockwell Automation (ROK) as of Q4 2020, up from 913 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 71 closed out, a net change of +69 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.