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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
GLA
776
Great Lakes Advisors
Illinois
$394K -$356K -1,269 -50%
FPCP
777
Fort Point Capital Partners
California
$394K -$17.1K -61 -5%
CCMG
778
Clark Capital Management Group
Pennsylvania
$392K -$841 -3 -0.2%
AFG
779
Atomi Financial Group
New York
$390K +$42.3K +151 +14%
CA
780
Centerpoint Advisors
Massachusetts
$388K – – –
AP
781
Adero Partners
California
$388K -$36.7K -131 -9%
MAWA
782
Moss Adams Wealth Advisors
Washington
$386K +$16.5K +59 +5%
CW
783
CreativeOne Wealth
Kansas
$385K +$4.2K +15 +1%
RCAG
784
Rehmann Capital Advisory Group
Michigan
$385K -$841 -3 -0.2%
CCA
785
Cadent Capital Advisors
Oklahoma
$384K -$101K -362 -23%
GCP
786
GSA Capital Partners
United Kingdom
$384K +$347K +1,238 New
BFS
787
Bradley Foster & Sargent
Connecticut
$384K +$27.5K +98 +9%
CI
788
Cigna Investments
Connecticut
$383K – – –
WP
789
WealthSource Partners
California
$380K – – –
NS
790
NBC Securities
Alabama
$380K – – –
CAI
791
Capital Advisors Inc
Oklahoma
$380K -$131K -466 -28%
SAM
792
Steinberg Asset Management
New York
$380K – – –
PMSA
793
Patrick M. Sweeney & Associates
Illinois
$380K +$343K +1,223 New
CCA
794
Cobblestone Capital Advisors
New York
$379K +$74.6K +266 +28%
TCPWM
795
Traverso Chambers Private Wealth Management
California
$377K – – –
CA
796
Clearstead Advisors
Ohio
$377K -$1.04M -3,703 -75%
APA
797
Astoria Portfolio Advisors
New York
$375K -$5.89K -21 -1%
CDH
798
Charles D. Hyman
$374K – – –
TWP
799
Tyche Wealth Partners
Texas
$373K +$336K +1,200 New
NO
800
Ninety One
South Africa
$370K – – –
30 31
32
33 34

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.