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Rockwell Automation
ROK

Overview Fund Activity

1,129 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,129
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
425
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.71B
2
IP
2
Interval Partners
New York
$53.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$247M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$545M
5
Holocene Advisors
5
Holocene Advisors
New York
$43.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.5M
2
Capital World Investors
2
Capital World Investors
California
$1.5B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$152M
4
Amundi
4
Amundi
France
$586M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.86B
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$5.22M 18,383 -8,730 -32%
NYLIM
277
New York Life Investment Management
New York
$5.15M 18,003 +1,537 +9%
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$5.02M 17,547 -440 -2%
LJHT
279
Laurie J. Hall Trustee
$5.02M 17,544 -690 -4%
EWA
280
EP Wealth Advisors
California
$5.01M 17,508 +6,077 +53%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$4.98M 17,429 -590 -3%
SWA
282
Stratos Wealth Advisors
Ohio
$4.98M 17,426 +2,720 +18%
ProShare Advisors
283
ProShare Advisors
Maryland
$4.97M 17,383 -895 -5%
FAT
284
First American Trust
California
$4.96M 17,365 -324 -2%
GBWM
285
Granite Bay Wealth Management
New Hampshire
$4.95M 16,002 +16,002 New
AP
286
Americana Partners
Texas
$4.87M 15,664 -1,106 -7%
Cerity Partners
287
Cerity Partners
New York
$4.85M 16,961 +3,649 +27%
CM
288
Castleark Management
Illinois
$4.75M 16,600 – –
PFO
289
Pathstone Family Office
New Jersey
$4.74M 16,572 +5,595 +51%
GAM
290
Gotham Asset Management
New York
$4.71M 16,483 +2,179 +15%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$4.71M 16,481 -199 -1%
EAM
292
EFG Asset Management
Oregon
$4.69M 16,385 +2,735 +20%
YCM
293
Yousif Capital Management
Michigan
$4.64M 16,219 -552 -3%
MOACM
294
Mutual of America Capital Management
New York
$4.61M 16,116 -451 -3%
Wealth Enhancement Advisory Services
295
Wealth Enhancement Advisory Services
Minnesota
$4.58M 16,026 +14,550 +986%
WCM
296
Whitener Capital Management
North Carolina
$4.52M 15,827 -430 -3%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$4.45M 15,573 -1,158 -7%
FC
298
FORA Capital
Florida
$4.45M 15,567 +15,567 New
Point72 Asset Management
299
Point72 Asset Management
Connecticut
$4.43M 15,491 +15,491 New
GCM
300
Garland Capital Management
Washington
$4.43M 15,487 +126 +0.8%
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