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Rockwell Automation
ROK

1,215 hedge funds and large institutions have $28B invested in Rockwell Automation in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 418 increasing their positions, 375 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

75% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 105

19% more call options, than puts

Call options by funds: $171M | Put options by funds: $143M

15% more capital invested

Capital invested by funds: $24.4B → $28B (+$3.59B)

11% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 375

5% more funds holding

Funds holding: 1,157 → 1,215 (+58)

2.31% more ownership

Funds ownership: 80.97% → 83.28% (+2.3%)

Holders
1,215
Holders Change
+58
Holders Change %
+5.01%
% of All Funds
16%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
184
Increased
418
Reduced
375
Closed
105
Calls
$171M
Puts
$143M
Net Calls
+$27.8M
Net Calls Change
+$27.4M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$190M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$183M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$122M
4
Amundi
Amundi
France
+$121M
5
Goldman Sachs
Goldman Sachs
New York
+$118M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$262M
2
VanEck Associates
VanEck Associates
New York
-$213M
3
BlackRock
BlackRock
New York
-$120M
4
Citadel Advisors
Citadel Advisors
Florida
-$83M
5
JP Morgan Chase
JP Morgan Chase
New York
-$66.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1151
Moisand Fitzgerald Tamayo
Florida
$4.86K – – –
AWM
1152
Abound Wealth Management
Tennessee
$4.76K +$281 +1 +6%
MCA
1153
Maryland Capital Advisors
Maryland
$4.57K -$844 -3 -16%
CTA
1154
Colonial Trust Advisors
South Carolina
$4.57K +$4.5K +16 New
TSMHT
1155
Thurston Springer Miller Herd & Titak
Indiana
$4.57K – – –
HWA
1156
Heritage Wealth Advisors
Virginia
$4.29K +$844 +3 +25%
SN
1157
Sittner & Nelson
Oregon
$4K +$281 +1 +8%
AW
1158
Avion Wealth
Texas
$4K +$1.13K +4 +33%
RI
1159
Ridgewood Investments
New Jersey
$3.57K – – –
CJ
1160
Caitlin John
Michigan
$3.48K +$2.25K +8 +200%
SIC
1161
SJS Investment Consulting
Ohio
$3.43K -$1.41K -5 -29%
FG
1162
Fairman Group
Pennsylvania
$3.43K – – –
JGIA
1163
Jackson Grant Investment Advisers
Connecticut
$3.43K – – –
HCP
1164
Hexagon Capital Partners
Arkansas
$3.43K +$563 +2 +20%
SFGP
1165
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.43K +$3.38K +12 New
CAM
1166
Creekmur Asset Management
Illinois
$3.14K – – –
MWA
1167
Medallion Wealth Advisors
Connecticut
$2.94K +$2.81K +10 New
CWC
1168
Carolinas Wealth Consulting
North Carolina
$2.86K – – –
CFD
1169
Creative Financial Designs
Indiana
$2.86K – – –
SIC
1170
Salem Investment Counselors
North Carolina
$2.86K – – –
AF
1171
Atala Financial
California
$2.86K +$2.81K +10 New
DWA
1172
Delos Wealth Advisors
Texas
$2.86K +$2.81K +10 New
SGC
1173
Slocum, Gordon & Co
Rhode Island
$2.86K – – –
JFA
1174
JNBA Financial Advisors
Minnesota
$2.57K – – –
CSC
1175
Caldwell Sutter Capital
California
$2.57K – – –
45 46
47
48 49

ROK Hedge Fund Activity: Q4 2024 in Review

1,215 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2024, worth a combined $28B — up 15% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new ROK positions and 105 closed out — a net gain of 79 holders — while 418 added to existing stakes and 375 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $190M. The largest seller was International Assets Investment Management, cutting an estimated $262M.

  • 1,215 institutional investors held Rockwell Automation (ROK) as of Q4 2024, up from 1,157 in Q3 2024.
  • Funds reported $28B of Rockwell Automation stock for Q4 2024, up 15% quarter-over-quarter.
  • 184 funds opened new Rockwell Automation positions in Q4 2024 and 105 closed out, a net change of +79 holders.
  • The largest Rockwell Automation buyer in Q4 2024 was Wellington Management Group, an estimated $190M added.
  • The largest Rockwell Automation seller in Q4 2024 was International Assets Investment Management, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2024.