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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 %
URS
276
Utah Retirement Systems
Utah
$5.79M – – –
NA
277
NewEdge Advisors
Louisiana
$5.75M +$4.28M +14,695 +291%
DPAM
278
Degroof Petercam Asset Management
Belgium
$5.68M – – –
KL
279
KWMG LLC
Kansas
$5.56M +$105K +359 +2%
TCM
280
Telos Capital Management
California
$5.54M -$1.63M -5,587 -23%
LD
281
Lipe & Dalton
New York
$5.28M -$43.7K -150 -0.8%
RCYC
282
Richard C. Young & Co
Rhode Island
$5.25M -$108K -372 -2%
FAT
283
First American Trust
California
$5.24M +$79.8K +274 +2%
M&T Bank
284
M&T Bank
New York
$5.24M -$192K -660 -4%
NYLIM
285
New York Life Investment Management
New York
$5.19M -$192K -658 -4%
IC
286
IEQ Capital
California
$5.16M +$728K +2,499 +16%
LJHT
287
Laurie J. Hall Trustee
$5.12M -$45.1K -155 -0.9%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$4.93M -$11.4K -39 -0.2%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$4.92M -$79.5K -273 -2%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$4.89M +$86.2K +296 +2%
State of Tennessee, Department of Treasury
291
State of Tennessee, Department of Treasury
Tennessee
$4.88M -$2.51M -8,621 -34%
SWA
292
Stratos Wealth Advisors
Ohio
$4.83M -$209K -718 -4%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$4.8M -$113K -387 -2%
LRPA
294
L. Roy Papp & Associates
Arizona
$4.76M +$162K +555 +4%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$4.73M +$142K +486 +3%
MIG
296
McGuire Investment Group
Rhode Island
$4.71M -$86.8K -298 -2%
SWM
297
Spire Wealth Management
Virginia
$4.7M +$4.55M +15,628 +3,029%
MIF
298
Mediolanum International Funds
Ireland
$4.6M +$4.6M +15,806 New
SBWIC
299
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.59M +$1.77M +6,071 +63%
EI
300
Ethic Inc
New York
$4.59M +$1.03M +3,521 +29%
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