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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
RIM
826
RW Investment Management
Idaho
$268K – – –
WSC
827
Wellington Shields & Co
New York
$268K – – –
SC
828
Syon Capital
California
$268K +$24.2K +91 +10%
SDIC
829
South Dakota Investment Council
South Dakota
$268K +$265K +1,000 New
BWM
830
BKM Wealth Management
Wisconsin
$268K +$265K +998 New
Cohen & Steers
831
Cohen & Steers
New York
$267K +$38.8K +146 +17%
EB
832
Eastern Bank
Massachusetts
$266K +$263K +990 New
AFG
833
ABLE Financial Group
Arizona
$266K – – –
KFS
834
Kelly Financial Services
Massachusetts
$265K -$1.33K -5 -0.5%
CIA
835
Concurrent Investment Advisors
Florida
$265K -$1.33K -5 -0.5%
PWW
836
Pettyjohn Wood & White
Virginia
$264K – – –
SPIA
837
Steward Partners Investment Advisory
New York
$263K -$21.2K -80 -8%
PCM
838
Prelude Capital Management
New York
$262K +$259K +977 New
LW
839
Linscomb Wealth
Texas
$260K -$531 -2 -0.2%
FSA
840
Financial Security Advisor
Virginia
$260K +$1.33K +5 +0.5%
KA
841
KLCM Advisors
Wisconsin
$259K -$40.9K -154 -14%
KIG
842
Kowal Investment Group
Wisconsin
$259K -$1.33K -5 -0.5%
SLC
843
Second Line Capital
Louisiana
$259K – – –
TWM
844
Tradition Wealth Management
Minnesota
$257K +$1.59K +6 +0.6%
CCM
845
Chilton Capital Management
Texas
$256K -$84.4K -318 -25%
MS
846
Marshall & Sullivan
Washington
$255K – – –
PP
847
Pegasus Partners
Wisconsin
$255K – – –
Empower Advisory Group
848
Empower Advisory Group
Colorado
$254K -$11.4K -43 -4%
NS
849
NBC Securities
Alabama
$254K -$15.7K -59 -6%
SWM
850
SeaCrest Wealth Management
New York
$254K -$72.2K -272 -22%
32 33
34
35 36

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.