Rockwell Automation
1,163 hedge funds and large institutions have $24.4B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 377 increasing their positions, 439 reducing their positions, and 92 closing their positions.
20% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 92
0% more funds holding
Funds holding: 1,158 → 1,163 (+5)
0% more call options, than puts
Call options by funds: $113M | Put options by funds: $113M
0.45% less ownership
Funds ownership: 80.6% → 80.15% (-0.45%)
14% less repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 439
16% less capital inflows, than outflows
Capital inflows: $1.21B | Capital outflows: $1.44B
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$185M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$130M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$104M |
| 4 |
Lazard Asset Management
New York
|
+$82.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$100M |
| 2 |
Amundi
Paris,
France
|
-$100M |
| 3 |
IP
Interval Partners
New York
|
-$92.4M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$90.5M |
| 5 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
-$86.4M |
ROK Hedge Fund Activity: Q3 2024 in Review
1,163 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2024, worth a combined $24.4B — down 3.3% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new ROK positions and 92 closed out — a net gain of 18 holders — while 377 added to existing stakes and 439 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $185M. The largest seller was JP Morgan Chase, cutting an estimated $100M.
- 1,163 institutional investors held Rockwell Automation (ROK) as of Q3 2024, up from 1,158 in Q2 2024.
- Funds reported $24.4B of Rockwell Automation stock for Q3 2024, down 3.3% quarter-over-quarter.
- 110 funds opened new Rockwell Automation positions in Q3 2024 and 92 closed out, a net change of +18 holders.
- The largest Rockwell Automation buyer in Q3 2024 was T. Rowe Price Associates, an estimated $185M added.
- The largest Rockwell Automation seller in Q3 2024 was JP Morgan Chase, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2024.