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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
AF
951
Apexium Financial
Texas
$230K +$207K +740 New
CFA
952
Cahill Financial Advisors
Minnesota
$229K -$45.1K -161 -18%
ST
953
Sabal Trust
Florida
$229K – – –
AWM
954
Aries Wealth Management
Maine
$228K -$14K -50 -6%
MWM
955
Moran Wealth Management
Florida
$227K +$205K +731 New
SG
956
StoneX Group
New York
$227K +$205K +731 New
AI
957
Accredited Investors
Minnesota
$225K +$5.33K +19 +3%
FFA
958
Founders Financial Alliance
North Carolina
$224K – – –
PAI
959
Pittenger & Anderson Inc
Nebraska
$224K – – –
OR
960
Olympiad Research
Connecticut
$223K -$19.1K -68 -9%
HBT
961
Hills Bank & Trust
Iowa
$223K – – –
FGA
962
Fortis Group Advisors
New Jersey
$223K – – –
EBT
963
Enterprise Bank & Trust
Massachusetts
$222K – – –
IIC
964
Ironwood Investment Counsel
Arizona
$222K -$33.6K -120 -14%
EH
965
Equitable Holdings
New York
$222K +$200K +714 New
NB
966
Nicolet Bankshares
Wisconsin
$221K -$7.01K -25 -3%
KLCM
967
KG&L Capital Management
Louisiana
$221K +$200K +712 New
GLR
968
Great Lakes Retirement
Ohio
$221K -$10.1K -36 -5%
WFAG
969
Wescott Financial Advisory Group
Pennsylvania
$220K – – –
TCOT
970
Trust Company of Toledo
Ohio
$220K +$198K +708 New
NB
971
NBT Bank
New York
$220K +$198K +708 New
LC
972
Lindbrook Capital
California
$220K +$17.7K +63 +10%
GWWM
973
Great Waters Wealth Management
Minnesota
$219K – – –
NAS
974
NWF Advisory Services
California
$219K +$197K +704 New
RWM
975
Ritholtz Wealth Management
New York
$218K -$5.61K -20 -3%
37 38
39
40 41

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.