Rockwell Automation
1,223 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 409 increasing their positions, 400 reducing their positions, and 79 closing their positions.
129% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 79
27% more call options, than puts
Call options by funds: $114M | Put options by funds: $89.6M
8% more funds holding
Funds holding: 1,137 → 1,223 (+86)
2% more repeat investments, than reductions
Existing positions increased: 409 | Existing positions reduced: 400
3.96% less ownership
Funds ownership: 80.38% → 76.42% (-4%)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
47% less capital inflows, than outflows
Capital inflows: $1.47B | Capital outflows: $2.77B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$122M |
| 2 |
Two Sigma Advisers
New York
|
+$121M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$85.9M |
| 4 |
Two Sigma Investments
New York
|
+$79.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$60.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$819M |
| 2 |
JP Morgan Chase
New York
|
-$460M |
| 3 |
Morgan Stanley
New York
|
-$218M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$126M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
ROK Hedge Fund Activity: Q4 2023 in Review
1,223 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2023, worth a combined $27.2B — up 2.1% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new ROK positions and 79 closed out — a net gain of 102 holders — while 409 added to existing stakes and 400 trimmed.
The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Capital World Investors, cutting an estimated $819M.
- 1,223 institutional investors held Rockwell Automation (ROK) as of Q4 2023, up from 1,137 in Q3 2023.
- Funds reported $27.2B of Rockwell Automation stock for Q4 2023, up 2.1% quarter-over-quarter.
- 181 funds opened new Rockwell Automation positions in Q4 2023 and 79 closed out, a net change of +102 holders.
- The largest Rockwell Automation buyer in Q4 2023 was BlackRock, an estimated $122M 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.