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Rockwell Automation
ROK

1,215 hedge funds and large institutions have $28B invested in Rockwell Automation in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 418 increasing their positions, 375 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

75% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 105

19% more call options, than puts

Call options by funds: $171M | Put options by funds: $143M

15% more capital invested

Capital invested by funds: $24.4B → $28B (+$3.59B)

11% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 375

5% more funds holding

Funds holding: 1,157 → 1,215 (+58)

2.31% more ownership

Funds ownership: 80.97% → 83.28% (+2.3%)

Holders
1,215
Holders Change
+58
Holders Change %
+5.01%
% of All Funds
16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
184
Increased
418
Reduced
375
Closed
105
Calls
$171M
Puts
$143M
Net Calls
+$27.8M
Net Calls Change
+$27.4M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$190M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$183M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
4
Amundi
Amundi
France
+$121M
5
Goldman Sachs
Goldman Sachs
New York
+$118M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$262M
2
VanEck Associates
VanEck Associates
New York
-$213M
3
BlackRock
BlackRock
New York
-$120M
4
Citadel Advisors
Citadel Advisors
Florida
-$83M
5
JP Morgan Chase
JP Morgan Chase
New York
-$66.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
876
Bishop & Co Investment Management
Pennsylvania
$262K – – –
CT
877
Caldwell Trust
Florida
$262K – – –
HI
878
Hudock Inc
Pennsylvania
$260K +$281 +1 +0.1%
DI
879
Diligent Investors
California
$260K +$563 +2 +0.2%
CI
880
Conning Inc
Connecticut
$257K -$7.31K -26 -3%
SMG
881
Smart Money Group
Texas
$257K +$1.13K +4 +0.4%
PHWM
882
Pine Harbor Wealth Management
Maryland
$257K – – –
CCT
883
Capital City Trust
Florida
$255K – – –
AF
884
Advisornet Financial
Minnesota
$255K -$69.5K -247 -22%
PMG
885
Private Management Group
California
$255K – – –
FFA
886
Fragasso Financial Advisors
Pennsylvania
$254K +$2.53K +9 +1%
LA
887
Legacy Advisors
Pennsylvania
$254K +$250K +889 New
AF
888
Aviso Financial
Ontario, Canada
$253K -$12.1K -43 -5%
FCM
889
Fieldview Capital Management
Michigan
$253K +$249K +884 New
VT
890
Vise Technologies
New York
$252K +$248K +883 New
MKA
891
M. Kulyk & Associates
Georgia
$252K +$1.13K +4 +0.5%
FA
892
Fiduciary Alliance
South Carolina
$249K – – –
EFL
893
ERn Financial LLC
Wisconsin
$249K +$281 +1 +0.1%
KFI
894
Key Financial Inc
Pennsylvania
$248K – – –
OTPPB
895
Ontario Teachers' Pension Plan Board
Ontario, Canada
$248K +$244K +868 New
BIAS
896
Beacon Investment Advisory Services
New Jersey
$248K -$88.3K -314 -27%
CFFP
897
Center for Financial Planning
Michigan
$248K – – –
FBFS
898
First Business Financial Services
Wisconsin
$248K – – –
ICP
899
Impact Capital Partners
Colorado
$247K +$243K +864 New
LS
900
Livforsakringsbolaget Skandia
Sweden
$247K – – –
34 35
36
37 38

ROK Hedge Fund Activity: Q4 2024 in Review

1,215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2024, worth a combined $28B — up 15% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new ROK positions and 105 closed out — a net gain of 79 holders — while 418 added to existing stakes and 375 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $190M. The largest seller was International Assets Investment Management, cutting an estimated $262M.

  • 1,215 institutional investors held Rockwell Automation (ROK) as of Q4 2024, up from 1,157 in Q3 2024.
  • Funds reported $28B of Rockwell Automation stock for Q4 2024, up 15% quarter-over-quarter.
  • 184 funds opened new Rockwell Automation positions in Q4 2024 and 105 closed out, a net change of +79 holders.
  • The largest Rockwell Automation buyer in Q4 2024 was Wellington Management Group, an estimated $190M added.
  • The largest Rockwell Automation seller in Q4 2024 was International Assets Investment Management, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2024.