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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,157
Holders Change
+5
Holders Change %
+0.43%
% of All Funds
16.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
109
Increased
375
Reduced
438
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$248M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$185M
3
Citadel Advisors
Citadel Advisors
Florida
+$130M
4
Charles Schwab
Charles Schwab
California
+$104M
5
Lazard Asset Management
Lazard Asset Management
New York
+$82.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$100M
2
Amundi
Amundi
France
-$100M
3
IP
Interval Partners
New York
-$92.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$90.5M
5
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$86.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1101
Meeder Asset Management
Ohio
$5.91K -$13.3K -50 -69%
HIA
1102
Harbor Investment Advisory
Maryland
$5.91K -$265 -1 -4%
AIM
1103
Anchor Investment Management
South Carolina
$5.91K +$3.98K +15 +214%
BWAM
1104
Boyd Watterson Asset Management
Ohio
$5.37K – – –
MCA
1105
Maryland Capital Advisors
Maryland
$5.1K -$265 -1 -5%
IRC
1106
Investors Research Corp
Georgia
$5.1K – – –
PWMG
1107
Private Wealth Management Group
New Jersey
$5.1K +$265 +1 +6%
SIC
1108
SJS Investment Consulting
Ohio
$4.57K +$531 +2 +13%
MFT
1109
Moisand Fitzgerald Tamayo
Florida
$4.56K – – –
BWL
1110
Bogart Wealth LLC
Virginia
$4.56K +$3.19K +12 +240%
CHA
1111
Carmichael Hill & Associates
Maryland
$4.48K +$4.51K +17 New
AWM
1112
Abound Wealth Management
Tennessee
$4.3K – – –
TSMHT
1113
Thurston Springer Miller Herd & Titak
Indiana
$4.29K – – –
SN
1114
Sittner & Nelson
Oregon
$3.49K – – –
RI
1115
Ridgewood Investments
New Jersey
$3.36K – – –
FG
1116
Fairman Group
Pennsylvania
$3.22K – – –
JGIA
1117
Jackson Grant Investment Advisers
Connecticut
$3.22K – – –
TIM
1118
Tortoise Investment Management
New York
$3.22K +$1.59K +6 +100%
HWA
1119
Heritage Wealth Advisors
Virginia
$3.22K +$3.19K +12 New
AW
1120
Avion Wealth
Texas
$3K +$1.59K +6 +100%
CAM
1121
Creekmur Asset Management
Illinois
$2.95K – – –
HCP
1122
Hexagon Capital Partners
Arkansas
$2.69K -$2.39K -9 -47%
CFD
1123
Creative Financial Designs
Indiana
$2.69K – – –
SIC
1124
Salem Investment Counselors
North Carolina
$2.69K – – –
CWC
1125
Carolinas Wealth Consulting
North Carolina
$2.69K +$1.33K +5 +100%
43 44
45
46 47

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.