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Rockwell Automation
ROK

1,219 hedge funds and large institutions have $27.8B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 408 increasing their positions, 399 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 79

27% more call options, than puts

Call options by funds: $114M | Put options by funds: $89.6M

7% more funds holding

Funds holding: 1,135 → 1,219 (+84)

5% more capital invested

Capital invested by funds: $26.6B → $27.8B (+$1.25B)

2% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 399

2.03% less ownership

Funds ownership: 80.37% → 78.34% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 12 → 9 (-3)

Holders
1,219
Holders Change
+84
Holders Change %
+7.4%
% of All Funds
17.77%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
179
Increased
408
Reduced
399
Closed
79
Calls
$114M
Puts
$89.6M
Net Calls
+$24.1M
Net Calls Change
+$56.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$447M
2
BlackRock
BlackRock
New York
+$122M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$121M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$85.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$79.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$819M
2
JP Morgan Chase
JP Morgan Chase
New York
-$460M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$126M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
5
Amundi
Amundi
France
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1201
Frank Rimerman Advisors
California
$1.86K +$1.68K +6 New
PIM
1202
Plato Investment Management
Australia
$1.86K +$1.68K +6 New
LFG
1203
Larson Financial Group
Missouri
$1.72K – – –
VWA
1204
Valued Wealth Advisors
Utah
$1.72K +$1.68K +6 New
RAM
1205
Riggs Asset Management
Pennsylvania
$1.55K +$1.4K +5 New
BWL
1206
Bogart Wealth LLC
Virginia
$1.55K – – –
TSWM
1207
Tyler-Stone Wealth Management
Ohio
$1.55K – – –
MSG
1208
Main Street Group
Virginia
$1.55K +$1.4K +5 New
CWC
1209
Carolinas Wealth Consulting
North Carolina
$1.24K – – –
GTAM
1210
Global Trust Asset Management
Florida
$1.24K – – –
JFGIW
1211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$932 -$21K -75 -96%
PCTC
1212
Perkins Coie Trust Company
Washington
$931 -$280 -1 -25%
SWA
1213
SOA Wealth Advisors
New York
$633 – – –
CTWM
1214
Cherry Tree Wealth Management
Minnesota
$621 – – –
CTA
1215
Colonial Trust Advisors
South Carolina
$621 – – –
RS
1216
Rakuten Securities
Japan
$621 +$561 +2 New
FGAM
1217
Financial Gravity Asset Management
Texas
$402 – – –
JWM
1218
Janiczek Wealth Management
Colorado
$311 +$280 +1 New
CMA
1219
Cedar Mountain Advisors
Oregon
$310 – – –
TWP
1220
TFO Wealth Partners
Ohio
$310 – – –
DWM
1221
Dogwood Wealth Management
Kansas
$7 – – –
EAM
1222
Eagle Asset Management
Florida
– -$60.1M -210,277 Closed
IP
1223
Interval Partners
New York
– -$53.6M -187,458 Closed
Lord, Abbett & Co
1224
Lord, Abbett & Co
New Jersey
– -$44.2M -154,670 Closed
Holocene Advisors
1225
Holocene Advisors
New York
– -$43.9M -153,453 Closed
47 48
49
50 51

ROK Hedge Fund Activity: Q4 2023 in Review

1,219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2023, worth a combined $27.8B — up 4.7% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new ROK positions and 79 closed out — a net gain of 100 holders — while 408 added to existing stakes and 399 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $447M. The largest seller was Capital World Investors, cutting an estimated $819M.

  • 1,219 institutional investors held Rockwell Automation (ROK) as of Q4 2023, up from 1,135 in Q3 2023.
  • Funds reported $27.8B of Rockwell Automation stock for Q4 2023, up 4.7% quarter-over-quarter.
  • 179 funds opened new Rockwell Automation positions in Q4 2023 and 79 closed out, a net change of +100 holders.
  • The largest Rockwell Automation buyer in Q4 2023 was Morgan Stanley, an estimated $447M added.
  • The largest Rockwell Automation seller in Q4 2023 was Capital World Investors, an estimated $819M sold.

Based on aggregated 13F filings for Q4 2023.