Rockwell Automation
1,144 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 422 increasing their positions, 359 reducing their positions, and 65 closing their positions.
62% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 65
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
18% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 359
13% more capital invested
Capital invested by funds: $27.2B → $30.8B (+$3.65B)
3% more funds holding
Funds holding: 1,110 → 1,144 (+34)
1.01% more ownership
Funds ownership: 80.52% → 81.53% (+1%)
7% more call options, than puts
Call options by funds: $127M | Put options by funds: $119M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$222M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$148M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$89.9M |
| 4 |
Amundi
Paris,
France
|
+$89.3M |
| 5 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$87.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
-$524M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$117M |
| 3 |
VanEck Associates
New York
|
-$100M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$50.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$37.6M |
ROK Hedge Fund Activity: Q2 2023 in Review
1,144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2023, worth a combined $30.8B — up 13% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new ROK positions and 65 closed out — a net gain of 40 holders — while 422 added to existing stakes and 359 trimmed.
The largest buyer was Capital World Investors, adding an estimated $222M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $524M.
- 1,144 institutional investors held Rockwell Automation (ROK) as of Q2 2023, up from 1,110 in Q1 2023.
- Funds reported $30.8B of Rockwell Automation stock for Q2 2023, up 13% quarter-over-quarter.
- 105 funds opened new Rockwell Automation positions in Q2 2023 and 65 closed out, a net change of +40 holders.
- The largest Rockwell Automation buyer in Q2 2023 was Capital World Investors, an estimated $222M added.
- The largest Rockwell Automation seller in Q2 2023 was Alecta Tjanstepension Omsesidigt, an estimated $524M sold.
Based on aggregated 13F filings for Q2 2023.