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Rockwell Automation
ROK

1,152 hedge funds and large institutions have $25.3B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 403 increasing their positions, 424 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

1.36% more ownership

Funds ownership: 79.23% → 80.6% (+1.4%)

4% less capital invested

Capital invested by funds: $26.4B → $25.3B (-$1.14B)

5% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 424

4% less funds holding

Funds holding: 1,199 → 1,152 (-47)

27% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 120

31% less call options, than puts

Call options by funds: $97.1M | Put options by funds: $141M

Holders
1,152
Holders Change
-47
Holders Change %
-3.92%
% of All Funds
16.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
88
Increased
403
Reduced
424
Closed
120
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$248M
2
Lazard Asset Management
Lazard Asset Management
New York
+$197M
3
VanEck Associates
VanEck Associates
New York
+$189M
4
Charles Schwab
Charles Schwab
California
+$137M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$221M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$215M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$136M
4
Bank of America
Bank of America
North Carolina
-$127M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$91.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
1101
Iron Horse Wealth Management
Iowa
$4.13K – – –
AEPWM
1102
Atlantic Edge Private Wealth Management
Florida
$3.85K – – –
DWA
1103
Delos Wealth Advisors
Texas
$3.85K – – –
SN
1104
Sittner & Nelson
Oregon
$3.58K – – –
DPW
1105
DiNuzzo Private Wealth
Pennsylvania
$3.58K +$540 +2 +18%
RI
1106
Ridgewood Investments
New Jersey
$3.44K +$3.51K +13 New
FG
1107
Fairman Group
Pennsylvania
$3.3K – – –
JGIA
1108
Jackson Grant Investment Advisers
Connecticut
$3.3K – – –
CP
1109
Castleview Partners
Texas
$3.3K +$3.24K +12 New
BAM
1110
Byrne Asset Management
New Jersey
$3.21K – – –
CWM
1111
Cedar Wealth Management
California
$3.03K – – –
CAM
1112
Creekmur Asset Management
Illinois
$3.03K +$2.7K +10 +1,000%
ECM
1113
Everence Capital Management
Indiana
$2.9K – – –
CFD
1114
Creative Financial Designs
Indiana
$2.75K -$5.4K -20 -67%
SIC
1115
Salem Investment Counselors
North Carolina
$2.75K – – –
SWS
1116
SYSTM Wealth Solutions
Illinois
$2.75K – – –
TFIPS
1117
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.75K – – –
SGC
1118
Slocum, Gordon & Co
Rhode Island
$2.75K +$2.7K +10 New
CSC
1119
Caldwell Sutter Capital
California
$2.48K – – –
JFA
1120
JNBA Financial Advisors
Minnesota
$2.48K – – –
TAM
1121
Tucker Asset Management
Colorado
$2.48K – – –
MIM
1122
Macroview Investment Management
Maryland
$2.2K – – –
CAC
1123
Core Alternative Capital
Georgia
$2.2K – – –
AFWM
1124
Abich Financial Wealth Management
Virginia
$2.2K +$2.16K +8 New
AIM
1125
Anchor Investment Management
South Carolina
$1.93K – – –
43 44
45
46 47

ROK Hedge Fund Activity: Q2 2024 in Review

1,152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2024, worth a combined $25.3B — down 4.3% from $26.4B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of ROK and 88 opened new positions — a net loss of 32 holders — while 424 trimmed existing stakes and 403 added.

The largest buyer was Norges Bank, adding an estimated $248M. The largest seller was VOYA Investment Management, cutting an estimated $221M.

  • 1,152 institutional investors held Rockwell Automation (ROK) as of Q2 2024, down from 1,199 in Q1 2024.
  • Funds reported $25.3B of Rockwell Automation stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 88 funds opened new Rockwell Automation positions in Q2 2024 and 120 closed out, a net change of -32 holders.
  • The largest Rockwell Automation buyer in Q2 2024 was Norges Bank, an estimated $248M added.
  • The largest Rockwell Automation seller in Q2 2024 was VOYA Investment Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2024.