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
JC
901
Jacobs & Co
California
$272K +$246K +876 New
FBFS
902
First Business Financial Services
Wisconsin
$269K – – –
FFP
903
FourThought Financial Partners
Florida
$269K +$280 +1 +0.1%
KFI
904
Key Financial Inc
Pennsylvania
$269K – – –
NL
905
NWAM LLC
Washington
$268K +$1.12K +4 +0.5%
AWM
906
Accurate Wealth Management
Florida
$267K +$11.8K +42 +5%
Arrowstreet Capital
907
Arrowstreet Capital
Massachusetts
$267K +$241K +861 New
Lido Advisors
908
Lido Advisors
California
$267K -$55.5K -198 -19%
TWM
909
Tradition Wealth Management
Minnesota
$266K -$280 -1 -0.1%
HF
910
HRT Financial
New York
$266K +$240K +858 New
GW
911
GW & Wade
Massachusetts
$265K +$1.96K +7 +0.8%
DI
912
Diligent Investors
California
$265K +$239K +853 New
PWMAG
913
Pinnacle Wealth Management Advisory Group
New Jersey
$265K -$17.9K -64 -7%
GL
914
Graypoint LLC
New York
$265K +$239K +852 New
PAS
915
Professional Advisory Services
Florida
$264K – – –
SPIA
916
Steward Partners Investment Advisory
New York
$263K -$17.1K -61 -7%
SC
917
Sapient Capital
Indiana
$260K +$235K +838 New
CFG
918
Carr Financial Group
Massachusetts
$258K – – –
SAW
919
Signal Advisors Wealth
Michigan
$256K +$231K +825 New
D
920
Diversified
Delaware
$255K +$6.17K +22 +3%
EGA
921
Eagle Global Advisors
Texas
$255K +$230K +820 New
Verition Fund Management
922
Verition Fund Management
Connecticut
$253K -$163K -583 -42%
BB
923
Busey Bank
Illinois
$252K +$228K +812 New
FAIM
924
Financial Advocates Investment Management
Washington
$252K +$228K +812 New
ACI
925
Alpha Cubed Investments
California
$251K – – –
35 36
37
38 39

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.