We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

1,157 hedge funds and large institutions have $24.4B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 375 increasing their positions, 438 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 91

0% more funds holding

Funds holding: 1,152 → 1,157 (+5)

0.37% more ownership

Funds ownership: 80.6% → 80.97% (+0.37%)

0% more call options, than puts

Call options by funds: $113M | Put options by funds: $113M

3% less capital invested

Capital invested by funds: $25.3B → $24.4B (-$834M)

14% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 438

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
1,157
Holders Change
+5
Holders Change %
+0.43%
% of All Funds
16.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
109
Increased
375
Reduced
438
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$248M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$185M
3
Citadel Advisors
Citadel Advisors
Florida
+$130M
4
Charles Schwab
Charles Schwab
California
+$104M
5
Lazard Asset Management
Lazard Asset Management
New York
+$82.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$100M
2
Amundi
Amundi
France
-$100M
3
IP
Interval Partners
New York
-$92.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$90.5M
5
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$86.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Aquila Investment Management
New York
$1.34M – – –
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$1.34M -$246K -926 -16%
PI
453
Pettee Investors
Connecticut
$1.34M – – –
ASN
454
Advisory Services Network
Georgia
$1.33M – – –
UCFA
455
United Capital Financial Advisors
Texas
$1.32M -$58.7K -221 -4%
Public Sector Pension Investment Board (PSP Investments)
456
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.31M +$159K +600 +14%
EWM
457
Empirical Wealth Management
Washington
$1.31M +$928K +3,497 +253%
SIA
458
Sit Investment Associates
Minnesota
$1.3M -$21.2K -80 -2%
PP
459
Paloma Partners
Connecticut
$1.3M +$809K +3,048 +171%
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$1.29M – – –
AWM
461
Axxcess Wealth Management
California
$1.28M -$63.7K -240 -5%
RFC
462
Regions Financial Corp
Alabama
$1.27M – – –
MC
463
Machina Capital
France
$1.27M +$1.26M +4,728 New
EWM
464
Elmwood Wealth Management
California
$1.27M -$796 -3 -0.1%
PIM
465
Penobscot Investment Management
Massachusetts
$1.26M – – –
LFS
466
Leibman Financial Services
Nebraska
$1.25M – – –
AF
467
Allworth Financial
California
$1.25M +$307K +1,157 +33%
KPPF
468
Klein Pavlis & Peasley Financial
California
$1.22M +$55.7K +210 +5%
VWM
469
VCI Wealth Management
Missouri
$1.22M +$1.21M +4,540 New
TWP
470
Tempus Wealth Planning
California
$1.22M – – –
BAM
471
Beaumont Asset Management
Texas
$1.2M +$3.72K +14 +0.3%
AAS
472
Avantax Advisory Services
Texas
$1.19M +$81.5K +307 +7%
SFA
473
Sequoia Financial Advisors
Ohio
$1.19M +$1.59K +6 +0.1%
CC
474
Centiva Capital
New York
$1.19M +$1.17M +4,419 New
CPBTD
475
Central Pacific Bank - Trust Division
Hawaii
$1.18M -$1.86K -7 -0.2%
17 18
19
20 21

ROK Hedge Fund Activity: Q3 2024 in Review

1,157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2024, worth a combined $24.4B — down 3.3% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ROK positions and 91 closed out — a net gain of 18 holders — while 375 added to existing stakes and 438 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $248M. The largest seller was JP Morgan Chase, cutting an estimated $100M.

  • 1,157 institutional investors held Rockwell Automation (ROK) as of Q3 2024, up from 1,152 in Q2 2024.
  • Funds reported $24.4B of Rockwell Automation stock for Q3 2024, down 3.3% quarter-over-quarter.
  • 109 funds opened new Rockwell Automation positions in Q3 2024 and 91 closed out, a net change of +18 holders.
  • The largest Rockwell Automation buyer in Q3 2024 was International Assets Investment Management, an estimated $248M added.
  • The largest Rockwell Automation seller in Q3 2024 was JP Morgan Chase, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2024.