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Rockwell Automation
ROK

1,110 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 366 increasing their positions, 384 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 63

65% more call options, than puts

Call options by funds: $152M | Put options by funds: $92.4M

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

17% more capital invested

Capital invested by funds: $23.3B → $27.2B (+$3.87B)

5% more funds holding

Funds holding: 1,057 → 1,110 (+53)

1.17% more ownership

Funds ownership: 79.35% → 80.52% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 384

Holders
1,110
Holders Change
+53
Holders Change %
+5.01%
% of All Funds
17.69%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.25%
New
132
Increased
366
Reduced
384
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$234M
2
Invesco
Invesco
Georgia
+$94.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$91.2M
4
Artisan Partners
Artisan Partners
Wisconsin
+$86.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$82.3M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$188M
2
CIP
Champlain Investment Partners
Vermont
-$98.4M
3
Amundi
Amundi
France
-$62.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48M
5
TCM
TimesSquare Capital Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1076
West Oak Capital
California
$5.28K – – –
TAM
1077
Tucker Asset Management
Colorado
$5.28K +$5.12K +18 New
TCM
1078
TD Capital Management
Tennessee
$5.01K – – –
MFT
1079
Moisand Fitzgerald Tamayo
Florida
$4.99K – – –
SIC
1080
SJS Investment Consulting
Ohio
$4.7K +$853 +3 +23%
IRC
1081
Investors Research Corp
Georgia
$4.4K – – –
SN
1082
Sittner & Nelson
Oregon
$3.81K +$3.7K +13 New
ECM
1083
Everence Capital Management
Indiana
$3.73K -$316K -1,110 -8%
RI
1084
Ridgewood Investments
New Jersey
$3.67K +$3.7K +13 New
AWM
1085
Abound Wealth Management
Tennessee
$3.53K – – –
DI
1086
Disciplined Investments
Oklahoma
$3.52K – – –
JGIA
1087
Jackson Grant Investment Advisers
Connecticut
$3.52K +$3.41K +12 New
TIM
1088
Tortoise Investment Management
New York
$3.23K – – –
SIC
1089
Salem Investment Counselors
North Carolina
$2.94K -$55.5K -195 -95%
AP
1090
Atwood & Palmer
Missouri
$2.94K – – –
BAM
1091
Bellevue Asset Management
Washington
$2.93K – – –
JFA
1092
JNBA Financial Advisors
Minnesota
$2.64K – – –
TFA
1093
Toth Financial Advisory
Virginia
$2.64K +$2.56K +9 New
NFSG
1094
Newbridge Financial Services Group
Florida
$2.64K -$569 -2 -18%
Point72 Asset Management
1095
Point72 Asset Management
Connecticut
$2.35K +$2.27K +8 New
MCM
1096
Manchester Capital Management
Vermont
$2.06K – – –
TCA
1097
Trifecta Capital Advisors
Illinois
$1.76K – – –
LFG
1098
Larson Financial Group
Missouri
$1.61K +$284 +1 +20%
IG
1099
ING Group
Netherlands
$1.47K -$319K -1,121 -100%
BWL
1100
Bogart Wealth LLC
Virginia
$1.47K -$1.42K -5 -50%
42 43
44
45 46

ROK Hedge Fund Activity: Q1 2023 in Review

1,110 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2023, worth a combined $27.2B — up 17% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ROK positions and 63 closed out — a net gain of 69 holders — while 366 added to existing stakes and 384 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $234M. The largest seller was Norges Bank, cutting an estimated $188M.

  • 1,110 institutional investors held Rockwell Automation (ROK) as of Q1 2023, up from 1,057 in Q4 2022.
  • Funds reported $27.2B of Rockwell Automation stock for Q1 2023, up 17% quarter-over-quarter.
  • 132 funds opened new Rockwell Automation positions in Q1 2023 and 63 closed out, a net change of +69 holders.
  • The largest Rockwell Automation buyer in Q1 2023 was Massachusetts Financial Services, an estimated $234M added.
  • The largest Rockwell Automation seller in Q1 2023 was Norges Bank, an estimated $188M sold.

Based on aggregated 13F filings for Q1 2023.