Rockwell Automation
1,201 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 437 increasing their positions, 419 reducing their positions, and 119 closing their positions.
3.22% more ownership
Funds ownership: 76.42% → 79.64% (+3.2%)
4% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 419
2% less capital invested
Capital invested by funds: $27.2B → $26.5B (-$616M)
3% less first-time investments, than exits
New positions opened: 116 | Existing positions closed: 119
2% less funds holding
Funds holding: 1,220 → 1,201 (-19)
26% less call options, than puts
Call options by funds: $134M | Put options by funds: $180M
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.44B |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$338M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$182M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$177M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$726M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$318M |
| 3 |
BlackRock
New York
|
-$271M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$99.6M |
| 5 |
Two Sigma Investments
New York
|
-$89.5M |
ROK Hedge Fund Activity: Q1 2024 in Review
1,201 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2024, worth a combined $26.5B — down 2.3% from $27.2B a quarter earlier.
Sellers outnumbered buyers: 119 funds closed out of ROK and 116 opened new positions — a net loss of 3 holders — while 419 trimmed existing stakes and 437 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.44B. The largest seller was Capital World Investors, exiting entirely with an estimated $726M sold.
- 1,201 institutional investors held Rockwell Automation (ROK) as of Q1 2024, down from 1,220 in Q4 2023.
- Funds reported $26.5B of Rockwell Automation stock for Q1 2024, down 2.3% quarter-over-quarter.
- 116 funds opened new Rockwell Automation positions in Q1 2024 and 119 closed out, a net change of -3 holders.
- The largest Rockwell Automation buyer in Q1 2024 was T. Rowe Price Associates, an estimated $1.44B added.
- The largest Rockwell Automation seller in Q1 2024 was Capital World Investors, an estimated $726M sold.
Based on aggregated 13F filings for Q1 2024.