Rockwell Automation
1,135 hedge funds and large institutions have $26.6B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 427 increasing their positions, 365 reducing their positions, and 96 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 365
8% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 96
1% less funds holding
Funds holding: 1,144 → 1,135 (-9)
1.16% less ownership
Funds ownership: 81.53% → 80.37% (-1.2%)
14% less capital invested
Capital invested by funds: $30.8B → $26.6B (-$4.26B)
15% less call options, than puts
Call options by funds: $183M | Put options by funds: $216M
37% less funds holding in top 10
Funds holding in top 10: 19 → 12 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$107M |
| 2 |
IP
Interval Partners
New York
|
+$58M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$54.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$53.4M |
| 5 |
Holocene Advisors
New York
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$337M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$188M |
| 3 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$93.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$83.8M |
| 5 |
Amundi
Paris,
France
|
-$66.8M |
ROK Hedge Fund Activity: Q3 2023 in Review
1,135 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2023, worth a combined $26.6B — down 14% from $30.8B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new ROK positions and 96 closed out — a net gain of 8 holders — while 427 added to existing stakes and 365 trimmed.
The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $337M.
- 1,135 institutional investors held Rockwell Automation (ROK) as of Q3 2023, down from 1,144 in Q2 2023.
- Funds reported $26.6B of Rockwell Automation stock for Q3 2023, down 14% quarter-over-quarter.
- 104 funds opened new Rockwell Automation positions in Q3 2023 and 96 closed out, a net change of +8 holders.
- The largest Rockwell Automation buyer in Q3 2023 was BlackRock, an estimated $107M added.
- The largest Rockwell Automation seller in Q3 2023 was Fidelity Investments, an estimated $337M sold.
Based on aggregated 13F filings for Q3 2023.