ROK icon

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 %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$4.5M +$1.37M +4,659 +44%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$4.48M +$4.46M +12,082 +18,306%
AC
278
Albar Capital
United Kingdom
$4.46M +$4.46M +15,194 New
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$4.45M +$1.16M +3,955 +35%
GIBU
280
Gulf International Bank (UK)
United Kingdom
$4.44M -$1.17M -3,983 -21%
JFG
281
Jefferies Financial Group
New York
$4.42M +$4.42M +15,060 New
RAM
282
Robocap Asset Management
United Kingdom
$4.38M +$4.38M +14,924 New
DRD
283
Dennis R. Delaney
$4.36M +$2.64K +9 +0.1%
GCM
284
Garland Capital Management
Washington
$4.28M -$271K -924 -6%
WAM
285
Weatherly Asset Management
California
$4.26M -$82.2K -280 -2%
CAN
286
Cetera Advisor Networks
California
$4.21M +$1.46M +4,990 +53%
Voloridge Investment Management
287
Voloridge Investment Management
Florida
$4.15M +$4.15M +14,144 New
RWG
288
Regal Wealth Group
California
$4.13M -$11.5K -42 -0.3%
IC
289
IEQ Capital
California
$4.12M +$815K +2,778 +25%
BFA
290
Bill Few Associates
Pennsylvania
$4.07M -$1.13M -3,860 -22%
ECG
291
Edge Capital Group
Georgia
$3.98M +$717K +2,445 +22%
DWT
292
Dorsey & Whitney Trust
South Dakota
$3.98M – – –
NAM
293
Nissay Asset Management
Japan
$3.97M -$151K -516 -4%
CNB
294
Czech National Bank
Czech Republic
$3.97M +$23.2K +79 +0.6%
BFIM
295
Beese Fulmer Investment Management
Ohio
$3.96M -$72.8K -248 -2%
TL
296
Tradewinds LLC
North Carolina
$3.95M +$3.95M +13,466 New
LRPA
297
L. Roy Papp & Associates
Arizona
$3.87M -$169K -575 -4%
GAM
298
Gotham Asset Management
New York
$3.81M -$1.15M -3,912 -23%
SWA
299
Stratos Wealth Advisors
Ohio
$3.79M +$2.21M +7,516 +140%
Aviva
300
Aviva
United Kingdom
$3.75M -$1.03M -3,501 -22%
10 11
12
13 14