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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 %
MAM
351
Marketfield Asset Management
New York
$3.21M – – –
CIBC World Market
352
CIBC World Market
Ontario, Canada
$3.19M -$155K -531 -5%
Rafferty Asset Management
353
Rafferty Asset Management
New York
$3.17M +$367K +1,260 +13%
Mackenzie Financial
354
Mackenzie Financial
Ontario, Canada
$3.13M +$151K +517 +5%
M
355
Mirova
France
$3.09M – – –
SWM
356
SilverOak Wealth Management
Minnesota
$3.08M +$484K +1,660 +19%
PAM
357
Pegasus Asset Management
New York
$3.07M +$107K +368 +4%
EMPI
358
Elo Mutual Pension Insurance
Finland
$3.05M +$126K +432 +4%
ASN
359
Advisory Services Network
Georgia
$3.03M +$216K +743 +8%
VPIM
360
Vanguard Personalized Indexing Management
California
$3M +$172K +592 +6%
SAM
361
Smithbridge Asset Management
Pennsylvania
$2.98M -$16.9K -58 -0.6%
EAM
362
Eukles Asset Management
Ohio
$2.93M +$27.1K +93 +0.9%
WHG
363
Westwood Holdings Group
Texas
$2.93M +$485K +1,665 +20%
ABP
364
Arthur B. Page
$2.92M -$188K -645 -6%
NSEDCP
365
NJ State Employees Deferred Compensation Plan
New Jersey
$2.91M – – –
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$2.89M +$26.2K +90 +0.9%
OPERF
367
Oregon Public Employees Retirement Fund
Oregon
$2.86M -$845K -2,900 -23%
DT
368
Diversified Trust
Tennessee
$2.84M +$1.08M +3,708 +61%
MGP
369
Metis Global Partners
California
$2.83M -$194K -667 -6%
BCI
370
Brinker Capital Investments
Pennsylvania
$2.83M +$110K +377 +4%
OPS
371
Orion Portfolio Solutions
Nebraska
$2.83M +$110K +377 +4%
SLI
372
Sumitomo Life Insurance
Japan
$2.83M -$72.8K -250 -3%
MF
373
Magnetar Financial
Illinois
$2.82M +$2.82M +9,671 New
ZIM
374
Zacks Investment Management
Illinois
$2.8M -$9.54M -32,763 -77%
SSA
375
Schonfeld Strategic Advisors
New York
$2.76M -$2.88M -9,900 -51%
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