Rockwell Automation
1,144 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 422 increasing their positions, 359 reducing their positions, and 65 closing their positions.
62% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 65
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
18% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 359
13% more capital invested
Capital invested by funds: $27.2B → $30.8B (+$3.65B)
3% more funds holding
Funds holding: 1,110 → 1,144 (+34)
1.01% more ownership
Funds ownership: 80.52% → 81.53% (+1%)
7% more call options, than puts
Call options by funds: $127M | Put options by funds: $119M
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NHT
1201
New Hampshire Trust
Concord,
New Hampshire
| – | -$29.3K | -100 | Closed |
|
|
SC
1202
Schubert & Co
Mckinney,
Texas
| – | -$10.3K | -35 | Closed |
|
|
TFA
1203
Toth Financial Advisory
Leesburg,
Virginia
| – | -$2.64K | -9 | Closed |
|
1204
Point72 Asset Management
Stamford,
Connecticut
| – | -$2.35K | -8 | Closed |
|
|
IG
1205
ING Group
Amsterdam,
Netherlands
| – | -$1.47K | -5 | Closed |
|
|
GM
1206
GeoWealth Management
Chicago,
Illinois
| – | -$1K | -4 | Closed |
|
|
ME
1207
McIlrath & Eck
Arlington,
Washington
| – | -$1.17K | -4 | Closed |
|
|
2L
1208
25 LLC
St. Louis,
Missouri
| – | -$563 | -2 | Closed |
|
|
RA
1209
Rise Advisors
Rochester,
New York
| – | -$587 | -2 | Closed |
|
ROK Hedge Fund Activity: Q2 2023 in Review
1,144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2023, worth a combined $30.8B — up 13% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new ROK positions and 65 closed out — a net gain of 40 holders — while 422 added to existing stakes and 359 trimmed.
The largest buyer was Capital World Investors, adding an estimated $222M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $524M.
- 1,144 institutional investors held Rockwell Automation (ROK) as of Q2 2023, up from 1,110 in Q1 2023.
- Funds reported $30.8B of Rockwell Automation stock for Q2 2023, up 13% quarter-over-quarter.
- 105 funds opened new Rockwell Automation positions in Q2 2023 and 65 closed out, a net change of +40 holders.
- The largest Rockwell Automation buyer in Q2 2023 was Capital World Investors, an estimated $222M added.
- The largest Rockwell Automation seller in Q2 2023 was Alecta Tjanstepension Omsesidigt, an estimated $524M sold.
Based on aggregated 13F filings for Q2 2023.