Rockwell Automation
1,199 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 434 increasing their positions, 420 reducing their positions, and 121 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 434 | Existing positions reduced: 420
0.89% more ownership
Funds ownership: 78.34% → 79.23% (+0.89%)
3% less first-time investments, than exits
New positions opened: 117 | Existing positions closed: 121
2% less funds holding
Funds holding: 1,219 → 1,199 (-20)
5% less capital invested
Capital invested by funds: $27.8B → $26.4B (-$1.44B)
26% less call options, than puts
Call options by funds: $134M | Put options by funds: $180M
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.44B |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$338M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$182M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$177M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$726M |
| 2 |
Morgan Stanley
New York
|
-$714M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$318M |
| 4 |
BlackRock
New York
|
-$271M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$126M |
ROK Hedge Fund Activity: Q1 2024 in Review
1,199 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2024, worth a combined $26.4B — down 5.2% from $27.8B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of ROK and 117 opened new positions — a net loss of 4 holders — while 420 trimmed existing stakes and 434 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.44B. The largest seller was Capital World Investors, exiting entirely with an estimated $726M sold.
- 1,199 institutional investors held Rockwell Automation (ROK) as of Q1 2024, down from 1,219 in Q4 2023.
- Funds reported $26.4B of Rockwell Automation stock for Q1 2024, down 5.2% quarter-over-quarter.
- 117 funds opened new Rockwell Automation positions in Q1 2024 and 121 closed out, a net change of -4 holders.
- The largest Rockwell Automation buyer in Q1 2024 was T. Rowe Price Associates, an estimated $1.44B added.
- The largest Rockwell Automation seller in Q1 2024 was Capital World Investors, an estimated $726M sold.
Based on aggregated 13F filings for Q1 2024.