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Rockwell Automation
ROK

Overview Fund Activity

1,192 hedge funds and large institutions have $26.3B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 416 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.28%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
416
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$414M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$204M
4
UBS Group
UBS Group
Switzerland
$614M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.09B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$661M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$108M
4
BlackRock
BlackRock
New York
$2.62B
5
Swedbank
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
226
Boston Trust Walden
Massachusetts
$8.24M -$72.5K -249 -0.9%
SAM
227
Sompo Asset Management
Japan
$8.18M +$3.56M +12,234 +77%
AAM
228
Advisors Asset Management
Colorado
$8.14M +$1.13M +3,864 +16%
KAS
229
Kestra Advisory Services
Texas
$8.13M +$577K +1,981 +8%
MFS
230
Mirabella Financial Services
United Kingdom
$8.04M +$8.04M +27,601 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$8.03M -$1.68M -5,773 -17%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$7.97M -$1.38M -4,739 -15%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$7.96M +$6.13M +21,051 +336%
CJL
234
Cyrus J. Lawrence
New York
$7.92M +$7.92M +27,183 New
Cerity Partners
235
Cerity Partners
New York
$7.89M +$2.07M +7,120 +36%
ATN
236
AMF Tjänstepension
Sweden
$7.88M – – –
BFEC
237
Benjamin F. Edwards & Company
Missouri
$7.88M +$114K +390 +1%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$7.74M -$25.3K -87 -0.3%
X
239
Xponance
Pennsylvania
$7.69M +$133K +455 +2%
BPC
240
Banque Pictet & Cie
Switzerland
$7.69M -$281K -964 -4%
Creative Planning
241
Creative Planning
Kansas
$7.63M +$145K +497 +2%
SC
242
Scotia Capital
Ontario, Canada
$7.46M -$1.25M -4,294 -14%
Retirement Systems of Alabama
243
Retirement Systems of Alabama
Alabama
$7.37M +$6.12K +21 +0.1%
COPPSERS
244
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.33M +$12.8K +44 +0.2%
AB
245
Amalgamated Bank
New York
$7.25M -$1.39M -4,764 -16%
FC
246
FORA Capital
Florida
$7.2M +$2.79M +9,582 +63%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$7.19M +$484K +1,660 +7%
SA
248
SpiderRock Advisors
Delaware
$7.08M +$7.08M +25,467 New
VSAM
249
Value Star Asset Management
Hong Kong
$7.05M +$7.05M +24,200 New
ACIM
250
Azimuth Capital Investment Management
Michigan
$6.99M -$582K -1,997 -8%
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10
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