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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 Holding Trade Value Shares
Change 		Shares
Change %
IPAM
276
ICICI Prudential Asset Management
India
$4.74M +$1.56M +5,807 +49%
LRPA
277
L. Roy Papp & Associates
Arizona
$4.67M +$173K +645 +4%
EI
278
Ethic Inc
New York
$4.59M +$441K +1,513 +11%
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$4.58M +$5.1K +19 +0.1%
X
280
Xponance
Pennsylvania
$4.57M +$59.6K +222 +1%
FC
281
FORA Capital
Florida
$4.54M -$1.57M -5,866 -26%
NYLIM
282
New York Life Investment Management
New York
$4.53M -$294K -1,096 -6%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$4.49M -$907K -3,380 -17%
AWP
284
Ascent Wealth Partners
New York
$4.49M +$1.77M +6,595 +65%
SWA
285
Stratos Wealth Advisors
Ohio
$4.45M -$82.7K -308 -2%
Verition Fund Management
286
Verition Fund Management
Connecticut
$4.3M +$4.3M +16,017 New
1832 Asset Management
287
1832 Asset Management
Ontario, Canada
$4.29M – – –
MIG
288
McGuire Investment Group
Rhode Island
$4.28M -$79.5K -296 -2%
FAT
289
First American Trust
California
$4.25M -$677K -2,521 -14%
CWM
290
CIBC World Markets
New York
$4.15M +$183K +682 +5%
State of Tennessee, Department of Treasury
291
State of Tennessee, Department of Treasury
Tennessee
$4.07M -$151K -563 -4%
WCM
292
Whitener Capital Management
North Carolina
$4.01M -$134K -500 -3%
YCM
293
Yousif Capital Management
Michigan
$3.97M -$54.8K -204 -1%
NAM
294
Nissay Asset Management
Japan
$3.94M -$132K -490 -3%
Janus Henderson Group
295
Janus Henderson Group
United Kingdom
$3.92M -$53.7K -200 -1%
ProShare Advisors
296
ProShare Advisors
Maryland
$3.91M -$364K -1,356 -9%
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$3.91M +$711K +2,647 +22%
SA
298
Sanctuary Advisors
Indiana
$3.84M -$29.7K -102 -0.8%
IEFM
299
IQ EQ Fund Management
Ireland
$3.79M – – –
MOACM
300
Mutual of America Capital Management
New York
$3.75M -$109K -407 -3%
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