We are live on ! Find out more
ROK icon

Rockwell Automation
ROK

1,219 hedge funds and large institutions have $27.8B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 408 increasing their positions, 399 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 79

27% more call options, than puts

Call options by funds: $114M | Put options by funds: $89.6M

7% more funds holding

Funds holding: 1,135 → 1,219 (+84)

5% more capital invested

Capital invested by funds: $26.6B → $27.8B (+$1.25B)

2% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 399

2.03% less ownership

Funds ownership: 80.37% → 78.34% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
1,219
Holders Change
+84
Holders Change %
+7.4%
% of All Funds
17.77%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
179
Increased
408
Reduced
399
Closed
79
Calls
$114M
Puts
$89.6M
Net Calls
+$24.1M
Net Calls Change
+$56.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$447M
2
BlackRock
BlackRock
New York
+$122M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$85.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$79.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$819M
2
JP Morgan Chase
JP Morgan Chase
New York
-$460M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$126M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
5
Amundi
Amundi
France
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
626
Verus Capital Partners
Arizona
$690K -$12.3K -44 -2%
NW
627
NewEdge Wealth
Pennsylvania
$683K -$96.7K -345 -14%
GI
628
GLOBALT Investments
Georgia
$682K +$616K +2,198 New
VEA
629
Virtus ETF Advisers
New York
$681K -$6.45K -23 -1%
RWP
630
RWA Wealth Partners
Massachusetts
$680K +$614K +2,191 New
CC
631
Corton Capital
Ontario, Canada
$678K +$246K +877 +67%
AAS
632
Annex Advisory Services
Wisconsin
$672K -$217K -774 -26%
ACM
633
Advisors Capital Management
New Jersey
$666K -$167K -595 -22%
IP
634
Intellectus Partners
California
$664K +$600K +2,140 New
KPWS
635
Kestra Private Wealth Services
Texas
$663K +$271K +968 +83%
MAS
636
Meeder Advisory Services
Ohio
$661K -$20.2K -72 -3%
BIAS
637
Beacon Investment Advisory Services
New Jersey
$655K – – –
BCM
638
Birmingham Capital Management
Alabama
$652K – – –
MC
639
Moors & Cabot
Massachusetts
$651K – – –
GC
640
Grimes & Company
Massachusetts
$649K -$6.17K -22 -1%
VSQM
641
V-Square Quantitative Management
Illinois
$649K +$143K +511 +32%
DA
642
Drake & Associates
Wisconsin
$646K +$2.52K +9 +0.4%
WWM
643
WJ Wealth Management
Arizona
$646K – – –
AF
644
Allworth Financial
California
$645K -$2.24K -8 -0.4%
HSA
645
HBK Sorce Advisory
Pennsylvania
$642K +$1.12K +4 +0.2%
UCFA
646
United Capital Financial Advisors
Texas
$637K +$161K +574 +39%
MIM
647
MTM Investment Management
South Carolina
$634K – – –
IAS
648
Insigneo Advisory Services
Florida
$632K +$44.8K +160 +9%
EIG
649
Ellenbecker Investment Group
Wisconsin
$628K +$1.68K +6 +0.3%
MA
650
Mutual Advisors
Nebraska
$627K +$13.5K +48 +2%
24 25
26
27 28

ROK Hedge Fund Activity: Q4 2023 in Review

1,219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2023, worth a combined $27.8B — up 4.7% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new ROK positions and 79 closed out — a net gain of 100 holders — while 408 added to existing stakes and 399 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was Capital World Investors, cutting an estimated $819M.

  • 1,219 institutional investors held Rockwell Automation (ROK) as of Q4 2023, up from 1,135 in Q3 2023.
  • Funds reported $27.8B of Rockwell Automation stock for Q4 2023, up 4.7% quarter-over-quarter.
  • 179 funds opened new Rockwell Automation positions in Q4 2023 and 79 closed out, a net change of +100 holders.
  • The largest Rockwell Automation buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
  • The largest Rockwell Automation seller in Q4 2023 was Capital World Investors, an estimated $819M sold.

Based on aggregated 13F filings for Q4 2023.