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Rockwell Automation
ROK

Overview Fund Activity

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
226
Evelyn V. Moreno
$8.59M 26,083 -1,509 -5%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$8.52M 25,864 – –
Creative Planning
228
Creative Planning
Kansas
$8.51M 25,833 +33 +0.1%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$8.46M 25,678 -18,424 -42%
PCH
230
Polar Capital Holdings
United Kingdom
$8.43M 25,598 – –
AAM
231
Advisors Asset Management
Colorado
$8.42M 25,566 -722 -3%
NME
232
Notis-McConarty Edward
$8.22M 24,938 -30 -0.1%
FRAF
233
Första AP-fonden
Sweden
$8.17M 24,800 +1,500 +6%
CAM
234
Cresset Asset Management
Illinois
$8.03M 24,359 +19,840 +439%
PGA
235
Portland Global Advisors
Maine
$7.96M 24,161 -220 -0.9%
DR
236
Davis Rea
Ontario, Canada
$7.94M 24,104 +7,848 +48%
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$7.94M 24,093 -771 -3%
TPSF
238
Texas Permanent School Fund
Texas
$7.94M 24,089 +159 +0.7%
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.82M 23,743 +20 +0.1%
KAS
240
Kestra Advisory Services
Texas
$7.78M 23,612 -436 -2%
DWA
241
Douglass Winthrop Advisors
New York
$7.61M 23,093 – –
DADC
242
D.A. Davidson & Co
Montana
$7.49M 22,742 -38 -0.2%
RIG
243
Renaissance Investment Group
Massachusetts
$7.41M 22,506 +3,947 +21%
SCM
244
Silvant Capital Management
Georgia
$7.37M 22,382 +12,152 +119%
TCM
245
Telos Capital Management
California
$7.31M 22,180 -949 -4%
AAF
246
Andra AP-fonden
Sweden
$7.08M 21,500 -1,700 -7%
II
247
IFM Investors
Australia
$7.05M 21,414 -359 -2%
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$7.04M 21,372 +4,225 +25%
DRD
249
Dennis R. Delaney
$6.88M 20,886 +6,041 +41%
Daiwa Securities Group
250
Daiwa Securities Group
Japan
$6.77M 20,547 +3,311 +19%
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