Rockwell Automation
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$447M |
| 2 |
BlackRock
New York
|
+$122M |
| 3 |
Two Sigma Advisers
New York
|
+$121M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$85.9M |
| 5 |
Two Sigma Investments
New York
|
+$79.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$819M |
| 2 |
JP Morgan Chase
New York
|
-$460M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
-$126M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
| 5 |
Amundi
Paris,
France
|
-$75.3M |
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.