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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
T
1176
Transce3nd
Texas
$2.57K +$2.53K +9 New
WCM
1177
WealthTrak Capital Management
Virginia
$2.29K +$2.25K +8 New
CAC
1178
Core Alternative Capital
Georgia
$2.29K – – –
AP
1179
Aspect Partners
Virginia
$2.29K +$1.13K +4 +100%
GFPC
1180
Global Financial Private Client
Florida
$2.29K +$1.13K +4 +100%
AIM
1181
Anchor Investment Management
South Carolina
$2K -$4.22K -15 -68%
HCM
1182
Hollencrest Capital Management
California
$2K – – –
MIA
1183
MeadowBrook Investment Advisors
Michigan
$2K – – –
CWP
1184
Clark Wealth Partners
Illinois
$2K +$1.97K +7 New
GA
1185
GoalVest Advisory
New York
$2K +$1.97K +7 New
HWA
1186
HHM Wealth Advisors
Tennessee
$2K +$1.97K +7 New
PC
1187
Promus Capital
Illinois
$2K +$1.97K +7 New
PIM
1188
Plato Investment Management
Australia
$1.72K – – –
TIM
1189
Tortoise Investment Management
New York
$1.72K -$1.69K -6 -50%
TAM
1190
Tucker Asset Management
Colorado
$1.72K -$844 -3 -33%
TCA
1191
Trifecta Capital Advisors
Illinois
$1.72K – – –
TWD
1192
True Wealth Design
Ohio
$1.72K +$563 +2 +50%
HC
1193
Hara Capital
Washington
$1.71K +$844 +3 +100%
CIA
1194
Cape Investment Advisory
Georgia
$1.43K – – –
FW
1195
Fairway Wealth
Ohio
$1.43K – – –
RAM
1196
Riggs Asset Management
Pennsylvania
$1.43K – – –
DRP
1197
Decker Retirement Planning
Utah
$1.43K +$1.41K +5 New
RS
1198
Rakuten Securities
Japan
$1.14K -$563 -2 -33%
HWP
1199
Highline Wealth Partners
California
$1.14K +$1.13K +4 New
PPA
1200
Painted Porch Advisors
California
$1.14K +$1.13K +4 New
46 47
48
49 50

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.