Rockwell Automation
1,217 hedge funds and large institutions have $26.9B invested in Rockwell Automation in 2024 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 417 increasing their positions, 375 reducing their positions, and 105 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
76% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 105
19% more call options, than puts
Call options by funds: $171M | Put options by funds: $143M
11% more repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 375
10% more capital invested
Capital invested by funds: $24.4B → $26.9B (+$2.44B)
5% more funds holding
Funds holding: 1,158 → 1,217 (+59)
3.12% more ownership
Funds ownership: 80.15% → 83.28% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$190M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$183M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$122M |
| 4 |
Amundi
Paris,
France
|
+$121M |
| 5 |
Goldman Sachs
New York
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$213M |
| 2 |
BlackRock
New York
|
-$120M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$83M |
| 4 |
JP Morgan Chase
New York
|
-$66.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$60.4M |
ROK Hedge Fund Activity: Q4 2024 in Review
1,217 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q4 2024, worth a combined $26.9B — up 10% from $24.4B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new ROK positions and 105 closed out — a net gain of 80 holders — while 417 added to existing stakes and 375 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $190M. The largest seller was VanEck Associates, cutting an estimated $213M.
- 1,217 institutional investors held Rockwell Automation (ROK) as of Q4 2024, up from 1,158 in Q3 2024.
- Funds reported $26.9B of Rockwell Automation stock for Q4 2024, up 10% quarter-over-quarter.
- 185 funds opened new Rockwell Automation positions in Q4 2024 and 105 closed out, a net change of +80 holders.
- The largest Rockwell Automation buyer in Q4 2024 was Wellington Management Group, an estimated $190M added.
- The largest Rockwell Automation seller in Q4 2024 was VanEck Associates, an estimated $213M sold.
Based on aggregated 13F filings for Q4 2024.