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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
FMLI
926
Fukoku Mutual Life Insurance
Japan
$250K -$98.1K -350 -30%
ACM
927
Advance Capital Management
Michigan
$248K -$561 -2 -0.2%
CNC
928
Citizens & Northern Corp
Pennsylvania
$248K – – –
WTFG
929
Wells Trecaso Financial Group
Ohio
$248K – – –
MKA
930
M. Kulyk & Associates
Georgia
$248K +$224K +800 New
BIG
931
Brooklyn Investment Group
New York
$247K +$223K +797 New
PAM
932
Panagora Asset Management
Massachusetts
$246K +$1.96K +7 +0.9%
RIA
933
Regal Investment Advisors
Michigan
$244K -$561 -2 -0.3%
PFA
934
Pure Financial Advisors
California
$243K -$23.3K -83 -10%
APWM
935
Argonautica Private Wealth Management
Massachusetts
$242K – – –
GRP
936
Global Retirement Partners
California
$240K +$19.6K +70 +10%
FG
937
Foster Group
Iowa
$239K – – –
MWM
938
Merriman Wealth Management
Washington
$238K – – –
ZIMP
939
Zimmermann Investment Management & Planning
Pennsylvania
$237K +$841 +3 +0.4%
BWFA
940
Baltimore-Washington Financial Advisors
Maryland
$237K -$14.9K -53 -7%
CSPIA
941
Cary Street Partners Investment Advisory
Virginia
$236K +$26.9K +96 +14%
GA
942
Geller Advisors
New York
$236K -$3.92K -14 -2%
LIA
943
LS Investment Advisors
Michigan
$236K – – –
HR
944
Howe & Rusling
New York
$235K – – –
PAA
945
Peregrine Asset Advisers
Oregon
$233K -$48.8K -174 -19%
MCM
946
Maple Capital Management
Vermont
$233K -$22.1K -79 -10%
FIM
947
Freedom Investment Management
Connecticut
$233K +$210K +749 New
TFM
948
TFC Financial Management
Massachusetts
$232K -$561 -2 -0.3%
HCM
949
Hollencrest Capital Management
California
$231K – – –
JSAM
950
J. Safra Asset Management
New York
$230K – – –
36 37
38
39 40

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.