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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 %
SOADOR
301
State of Alaska Department of Revenue
Alaska
$4.58M -$338K -1,160 -7%
WAM
302
Weiss Asset Management
Massachusetts
$4.56M +$4.56M +15,658 New
Macquarie Group
303
Macquarie Group
Australia
$4.56M +$549K +1,884 +14%
CAN
304
Cetera Advisor Networks
California
$4.55M +$113K +389 +3%
TG
305
TCW Group
California
$4.5M +$742K +2,548 +20%
YCM
306
Yousif Capital Management
Michigan
$4.44M -$90.3K -310 -2%
WCM
307
Whitener Capital Management
North Carolina
$4.44M -$68.5K -235 -2%
GAM
308
Gotham Asset Management
New York
$4.38M -$2.71M -9,314 -38%
GD
309
Grandfield & Dodd
New York
$4.38M +$4.38M +15,032 New
MOACM
310
Mutual of America Capital Management
New York
$4.38M -$104K -358 -2%
Bank of Nova Scotia
311
Bank of Nova Scotia
Ontario, Canada
$4.36M -$10.5M -35,949 -71%
RAM
312
Robocap Asset Management
United Kingdom
$4.36M +$1.01M +3,473 +30%
NAM
313
Nissay Asset Management
Japan
$4.32M +$61.8K +212 +1%
ProShare Advisors
314
ProShare Advisors
Maryland
$4.29M -$340K -1,167 -7%
SG Americas Securities
315
SG Americas Securities
New York
$4.29M +$2.8M +9,596 +187%
Vontobel Holding
316
Vontobel Holding
Switzerland
$4.28M +$624K +2,141 +17%
GCM
317
Garland Capital Management
Washington
$4.22M -$29.1K -100 -0.7%
Aviva
318
Aviva
United Kingdom
$4.21M +$269K +922 +7%
SIP
319
Stoneridge Investment Partners
Pennsylvania
$4.18M +$3.28M +11,263 +367%
BRWA
320
B. Riley Wealth Advisors
Florida
$4.17M +$3.52M +12,327 +544%
QC
321
Quadrature Capital
United Kingdom
$4.16M -$2.46M -8,456 -37%
Axa
322
Axa
France
$4.15M -$9.89M -33,963 -70%
IEFM
323
IQ EQ Fund Management
Ireland
$4.11M +$641K +2,200 +18%
BFA
324
Bill Few Associates
Pennsylvania
$4.08M +$35.3K +121 +0.9%
MSK
325
Melissa S. Kampmann
$3.96M +$408K +1,400 +11%
11 12
13
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