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Rockwell Automation
ROK

Overview Fund Activity

1,104 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+52
Holders Change %
+4.94%
% of All Funds
17.67%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
131
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$477M
2
Invesco
2
Invesco
Georgia
$349M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$774M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$89.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$85M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$51.4M
2
CIP
2
Champlain Investment Partners
Vermont
$201M
3
Amundi
3
Amundi
France
$531M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$354M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$5.42M -$988K -3,366 -15%
AAIS
252
ABN AMRO Investment Solutions
$5.41M +$5.41M +18,419 New
SOADOR
253
State of Alaska Department of Revenue
Alaska
$5.36M -$84.2K -287 -2%
RB
254
Rodgers Brothers
Pennsylvania
$5.33M -$147K -500 -3%
KL
255
KWMG LLC
Kansas
$5.32M +$43.4K +148 +0.8%
State of Tennessee, Department of Treasury
256
State of Tennessee, Department of Treasury
Tennessee
$5.26M +$173K +588 +3%
LJHT
257
Laurie J. Hall Trustee
$5.2M +$42.5K +145 +0.8%
FAT
258
First American Trust
California
$5.1M +$4.11K +14 +0.1%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$5.06M -$6.35M -21,648 -56%
Caisse de Depot et Placement du Quebec (CDPQ)
260
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.06M -$822K -2,800 -14%
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$5.03M -$246K -838 -5%
ProShare Advisors
262
ProShare Advisors
Maryland
$5M +$820K +2,793 +20%
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$4.96M +$126K +431 +3%
DGAM
264
Desjardins Global Asset Management
Quebec, Canada
$4.95M +$1.94M +6,596 +64%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$4.94M +$78.1K +266 +2%
AP
266
Americana Partners
Texas
$4.89M -$27.9K -95 -0.6%
YCM
267
Yousif Capital Management
Michigan
$4.86M -$192K -654 -4%
MOACM
268
Mutual of America Capital Management
New York
$4.83M +$4.99K +17 +0.1%
DR
269
Davis Rea
Ontario, Canada
$4.77M -$89.8K -306 -2%
MJB
270
Mark J. Bradley
$4.75M +$569K +1,940 +14%
WCM
271
Whitener Capital Management
North Carolina
$4.74M -$138K -470 -3%
VVP
272
Venture Visionary Partners
Ohio
$4.74M +$732K +2,495 +18%
NONA
273
Ninety One North America
New York
$4.74M +$124K +422 +3%
WP
274
Woodline Partners
California
$4.65M +$4.65M +15,851 New
CCT
275
Chemung Canal Trust
New York
$4.59M +$33.2K +113 +0.7%
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