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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 %
CAM
251
Cresset Asset Management
Illinois
$6.95M -$117K -403 -2%
TPSF
252
Texas Permanent School Fund
Texas
$6.9M +$3.21K +11 +0%
B
253
Bailard
California
$6.87M +$30.9K +106 +0.5%
RIG
254
Renaissance Investment Group
Massachusetts
$6.87M +$199K +683 +3%
Skandinaviska Enskilda Banken (SEB)
255
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.82M -$93.5K -321 -1%
DR
256
Davis Rea
Ontario, Canada
$6.81M -$1.62M -5,559 -19%
LWCFA
257
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.69M +$90.2K +330 +1%
Citadel Advisors
258
Citadel Advisors
Florida
$6.48M -$101M -345,988 -94%
II
259
IFM Investors
Australia
$6.46M +$20.7K +71 +0.3%
SCM
260
Silvant Capital Management
Georgia
$6.34M +$68.5K +235 +1%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$6.28M -$472K -1,621 -7%
UE
262
Unisphere Establishment
Liechtenstein
$6.25M -$3.34M -11,450 -35%
NME
263
Notis-McConarty Edward
$6.23M -$577K -1,979 -8%
DRD
264
Dennis R. Delaney
$6.21M +$7.28K +25 +0.1%
SW
265
SVB Wealth
Massachusetts
$6.14M -$746K -2,561 -11%
ECG
266
Edge Capital Group
Georgia
$6.13M +$1.62M +5,550 +36%
DWT
267
Dorsey & Whitney Trust
South Dakota
$6.12M +$1.43M +4,907 +30%
DADC
268
D.A. Davidson & Co
Montana
$6.04M -$810K -2,779 -12%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$6.03M -$537K -1,845 -8%
SF
270
Synovus Financial
Georgia
$5.97M -$417K -1,430 -7%
VVP
271
Venture Visionary Partners
Ohio
$5.97M -$209K -717 -3%
Jane Street
272
Jane Street
New York
$5.92M -$2.47M -8,487 -29%
CNB
273
Czech National Bank
Czech Republic
$5.87M +$22.4K +77 +0.4%
Fayez Sarofim & Co
274
Fayez Sarofim & Co
Texas
$5.85M – – –
RCW
275
Rheos Capital Works
Japan
$5.83M – – –
9 10
11
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