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Rockwell Automation
ROK

Overview Fund Activity

1,148 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 371 increasing their positions, 434 reducing their positions, and 91 closing their positions.

Holders
1,148
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
371
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B
2
Citadel Advisors
2
Citadel Advisors
Florida
$132M
3
Charles Schwab
3
Charles Schwab
California
$418M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$684M
5
Invesco
5
Invesco
Georgia
$366M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$153M
2
Amundi
2
Amundi
France
$437M
3
IP
3
Interval Partners
New York
$0
4
BMSSC
4
B. Metzler seel. Sohn & Co
Germany
$4.97M
5
APG Asset Management
5
APG Asset Management
Netherlands
$6.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$5.69M 21,190 +1,597 +8%
FPCG
252
Fort Pitt Capital Group
Pennsylvania
$5.62M 20,930 -2,952 -12%
Aviva
253
Aviva
United Kingdom
$5.55M 20,655 +790 +4%
KL
254
KWMG LLC
Kansas
$5.54M 20,620 +415 +2%
TI
255
Trexquant Investment
Connecticut
$5.51M 20,509 +20,509 New
KAS
256
Kestra Advisory Services
Texas
$5.45M 20,286 -7,107 -26%
First Trust Advisors
257
First Trust Advisors
Illinois
$5.44M 20,273 -2,267 -10%
M&T Bank
258
M&T Bank
New York
$5.44M 20,262 -2,060 -9%
Impax Asset Management Group
259
Impax Asset Management Group
United Kingdom
$5.2M 19,357 – –
SBWIC
260
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.17M 19,276 +2,122 +12%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$5.13M 19,104 +2,189 +13%
SF
262
Synovus Financial
Georgia
$5.12M 19,066 -19,572 -51%
URS
263
Utah Retirement Systems
Utah
$5.1M 18,991 +100 +0.5%
NME
264
Notis-McConarty Edward
$5.09M 18,944 -2,100 -10%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04M 18,786 +1,613 +9%
SCM
266
Sterling Capital Management
North Carolina
$5.04M 18,786 +18,786 New
NA
267
NewEdge Advisors
Louisiana
$5.02M 18,702 -1,180 -6%
GAM
268
Gotham Asset Management
New York
$4.98M 18,555 -12,520 -40%
BMSSC
269
B. Metzler seel. Sohn & Co
Germany
$4.97M 18,497 -325,548 -95%
JF
270
Jump Financial
Illinois
$4.95M 18,437 +17,667 +2,294%
NIM
271
NEOS Investment Management
Connecticut
$4.93M 18,381 +5,960 +48%
TL
272
Tradewinds LLC
North Carolina
$4.89M 18,219 +1,420 +8%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$4.86M 18,092 -334 -2%
LJHT
274
Laurie J. Hall Trustee
$4.75M 17,685 +55 +0.3%
BCAM
275
Boston Common Asset Management
Massachusetts
$4.75M 17,680 +592 +3%
9 10
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