Rockwell Automation
1,035 hedge funds and large institutions have $26.9B invested in Rockwell Automation in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 362 increasing their positions, 339 reducing their positions, and 55 closing their positions.
104% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 55
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
5% more funds holding
Funds holding: 989 → 1,035 (+46)
7% more repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 339
0.98% less ownership
Funds ownership: 79.77% → 78.78% (-0.98%)
6% less call options, than puts
Call options by funds: $75.2M | Put options by funds: $80M
22% less capital inflows, than outflows
Capital inflows: $1.14B | Capital outflows: $1.46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$255M |
| 2 |
Two Sigma Investments
New York
|
+$84.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$65.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$63.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$147M |
| 2 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
-$127M |
| 3 |
Ceredex Value Advisors
Orlando,
Florida
|
-$116M |
| 4 |
JP Morgan Chase
New York
|
-$75.2M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$67.4M |
ROK Hedge Fund Activity: Q3 2021 in Review
1,035 of the 5,732 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2021, worth a combined $26.9B — up 1.5% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new ROK positions and 55 closed out — a net gain of 57 holders — while 362 added to existing stakes and 339 trimmed.
The largest buyer was Bank of America, adding an estimated $255M. The largest seller was DZ Bank, cutting an estimated $147M.
- 1,035 institutional investors held Rockwell Automation (ROK) as of Q3 2021, up from 989 in Q2 2021.
- Funds reported $26.9B of Rockwell Automation stock for Q3 2021, up 1.5% quarter-over-quarter.
- 112 funds opened new Rockwell Automation positions in Q3 2021 and 55 closed out, a net change of +57 holders.
- The largest Rockwell Automation buyer in Q3 2021 was Bank of America, an estimated $255M added.
- The largest Rockwell Automation seller in Q3 2021 was DZ Bank, an estimated $147M sold.
Based on aggregated 13F filings for Q3 2021.