Rockwell Automation
1,157 hedge funds and large institutions have $25.3B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 403 increasing their positions, 426 reducing their positions, and 120 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more capital inflows, than outflows
Capital inflows: $2.29B | Capital outflows: $1.99B
0.96% more ownership
Funds ownership: 79.64% → 80.6% (+0.96%)
5% less repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 426
4% less funds holding
Funds holding: 1,203 → 1,157 (-46)
26% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 120
31% less call options, than puts
Call options by funds: $97.1M | Put options by funds: $141M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$248M |
| 2 |
Lazard Asset Management
New York
|
+$197M |
| 3 |
VanEck Associates
New York
|
+$189M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$137M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$221M |
| 2 |
Janus Henderson Group
London,
|
-$215M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$136M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$127M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$91.3M |
ROK Hedge Fund Activity: Q2 2024 in Review
1,157 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2024, worth a combined $25.3B — down 4.8% from $26.5B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of ROK and 89 opened new positions — a net loss of 31 holders — while 426 trimmed existing stakes and 403 added.
The largest buyer was Norges Bank, adding an estimated $248M. The largest seller was VOYA Investment Management, cutting an estimated $221M.
- 1,157 institutional investors held Rockwell Automation (ROK) as of Q2 2024, down from 1,203 in Q1 2024.
- Funds reported $25.3B of Rockwell Automation stock for Q2 2024, down 4.8% quarter-over-quarter.
- 89 funds opened new Rockwell Automation positions in Q2 2024 and 120 closed out, a net change of -31 holders.
- The largest Rockwell Automation buyer in Q2 2024 was Norges Bank, an estimated $248M added.
- The largest Rockwell Automation seller in Q2 2024 was VOYA Investment Management, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2024.