Rockwell Automation
1,111 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 366 increasing their positions, 384 reducing their positions, and 63 closing their positions.
110% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 63
65% more call options, than puts
Call options by funds: $152M | Put options by funds: $92.4M
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
17% more capital invested
Capital invested by funds: $23.3B → $27.2B (+$3.87B)
5% more funds holding
Funds holding: 1,058 → 1,111 (+53)
1.17% more ownership
Funds ownership: 79.35% → 80.52% (+1.2%)
5% less repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$234M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$94.8M |
| 3 |
JP Morgan Chase
New York
|
+$91.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$86.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$188M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$98.4M |
| 3 |
Amundi
Paris,
France
|
-$62.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$38.8M |
ROK Hedge Fund Activity: Q1 2023 in Review
1,111 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2023, worth a combined $27.2B — up 17% from $23.3B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new ROK positions and 63 closed out — a net gain of 69 holders — while 366 added to existing stakes and 384 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $234M. The largest seller was Norges Bank, cutting an estimated $188M.
- 1,111 institutional investors held Rockwell Automation (ROK) as of Q1 2023, up from 1,058 in Q4 2022.
- Funds reported $27.2B of Rockwell Automation stock for Q1 2023, up 17% quarter-over-quarter.
- 132 funds opened new Rockwell Automation positions in Q1 2023 and 63 closed out, a net change of +69 holders.
- The largest Rockwell Automation buyer in Q1 2023 was Massachusetts Financial Services, an estimated $234M added.
- The largest Rockwell Automation seller in Q1 2023 was Norges Bank, an estimated $188M sold.
Based on aggregated 13F filings for Q1 2023.