Rockwell Automation
ROK
1,157 hedge funds and large institutions have $24.4B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 375 increasing their positions, 438 reducing their positions, and 91 closing their positions.
20% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 91
0% more funds holding
Funds holding: 1,152 → 1,157 (+5)
0.37% more ownership
Funds ownership: 80.6% → 80.97% (+0.37%)
0% more call options, than puts
Call options by funds: $113M | Put options by funds: $113M
3% less capital invested
Capital invested by funds: $25.3B → $24.4B (-$834M)
14% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 438
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$248M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$185M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$130M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$104M |
| 5 |
Lazard Asset Management
New York
|
+$82.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$100M |
| 2 |
Amundi
Paris,
France
|
-$100M |
| 3 |
IP
Interval Partners
New York
|
-$92.4M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$90.5M |
| 5 |
BMSSC
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
-$86.4M |
ROK Hedge Fund Activity: Q3 2024 in Review
1,157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2024, worth a combined $24.4B — down 3.3% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new ROK positions and 91 closed out — a net gain of 18 holders — while 375 added to existing stakes and 438 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $248M. The largest seller was JP Morgan Chase, cutting an estimated $100M.
- 1,157 institutional investors held Rockwell Automation (ROK) as of Q3 2024, up from 1,152 in Q2 2024.
- Funds reported $24.4B of Rockwell Automation stock for Q3 2024, down 3.3% quarter-over-quarter.
- 109 funds opened new Rockwell Automation positions in Q3 2024 and 91 closed out, a net change of +18 holders.
- The largest Rockwell Automation buyer in Q3 2024 was International Assets Investment Management, an estimated $248M added.
- The largest Rockwell Automation seller in Q3 2024 was JP Morgan Chase, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2024.