Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rockwell Automation Inc (ROK)

2K + Investors. Track Smart Money conviction in ROK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +125
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — ROK

Based on 1543 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ROK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,543 hedge funds hold ROK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+282 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

815 buying556 selling
Last quarter: 815 funds bought or added vs 556 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+84 vs last Q)

new funds entering per quarter
Funds opening a new ROK position: 134 → 227 → 155 → 239. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
970 out of 1,543 hedge funds have held ROK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +91%, value +44%

Value
+44%
Shares
+91%
Last quarter: funds added +91% more shares while total portfolio value only changed +44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~239 new funds/quarter

202 → 134 → 227 → 155 → 239 new funds/Q
New funds entering each quarter: 134 → 227 → 155 → 239. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 1,564 holders: 1,068 (68%) are 2+ year veterans, 141 entered 1–2 years ago, and 355 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
66 of 1534 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ROK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ROK

In 2026 Q2, 815 hedge funds were net buyers of ROK (239 opened a new position, 576 added to an existing one), while 556 reduced or exited (442 trimmed, 114 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in ROK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +125 funds (more new holders than closures). Total institutional holders: 1543.

Hedge Fund Ownership: ROK

How many hedge funds hold ROK — quarterly history vs. share price
Quarterly hedge fund ownership of ROK vs. share price

Market Analysis: ROK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 6 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: ROK
2K + Investors

Track Smart Money conviction in ROK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1517 1418 6.98%
13F Shares 100M 96M 3.52%
Total Value $47.50B $33.10B 43.5%
New Positions 234 155 +79
Increased Positions 563 489 +74
Closed Positions 126 147 -21
Reduced Positions 433 485 -52
Total Calls 15 19 -21.05%
Total Puts 13 18 -27.78%
PUT/CALL Ratio 0.87 0.95 Neutral

Statistics: ROK

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Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ROK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diversified Management Inc 12.52% 118,345 $58.6M
2 Drystone LLC 9.45% 23,216 $11.5M
3 Core Wealth Partners LLC 8.83% 41,841 $20.7M
4 Kampmann Melissa S. 4.61% 12,327 $6.1M
5 Baker Chad R 4.16% 52,010 $25.7M
6 M. Kraus & Co 4.10% 31,191 $15.4M
7 Waters Parkerson & CO., LLC 3.97% 162,556 $80.5M
8 Delaney Dennis R 3.90% 24,741 $12.2M
9 Birch Hill Investment Advisors LLC 3.73% 186,053 $92.1M
10 Elefante Mark B 3.45% 16,181 $8.0M
11 Notis-McConarty Edward 3.38% 15,796 $7.8M
12 Puzo Michael J 3.26% 25,511 $12.6M
13 Iyo Bank, Ltd. 3.21% 21,350 $10.6M
14 Westend Capital Management, LLC 3.03% 26,786 $13.3M
15 Hemenway Trust Co LLC 3.02% 87,399 $43.3M
16 Somerville Kurt F 3.02% 25,565 $12.7M
17 Kidder Stephen W 2.95% 23,597 $11.7M
18 Broderick Brian C 2.89% 37,781 $18.7M
19 Hall Laurie J Trustee 2.73% 17,729 $8.8M
20 Quilter Plc 2.72% 364,815 $180.6M
21 Dempze Nancy E 2.67% 11,261 $5.6M
22 Foresight Group Ltd Liability Partnership 2.42% 27,378 $13.5M
23 Cabot Wealth Management Inc 2.35% 46,611 $23.1M
24 Rodgers Brothers Inc. 2.20% 45,749 $22.6M
25 Heron Bay Capital Management 2.14% 47,617 $23.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Rockwell Automation Inc (ROK)

What does the Smart Money Trend signal show for ROK?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ROK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ROK?

Slight buying edge — 59% buying: Last quarter: 815 funds bought or added vs 556 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ROK holders?

Elite ownership — 58% AUM from top-100 funds: 66 of 1534 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ROK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ROK?

63% of holders stayed for 2+ years: 970 out of 1,543 hedge funds have held ROK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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