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Rockwell Automation
ROK

Overview Fund Activity

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$277M
2
Lazard Asset Management
Lazard Asset Management
New York
$616M
3
VanEck Associates
VanEck Associates
New York
$210M
4
Charles Schwab
Charles Schwab
California
$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.65B

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$166M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$4.08M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.94M
4
Bank of America
Bank of America
North Carolina
$400M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHAM
351
HITE Hedge Asset Management
Massachusetts
$2.55M +$2.55M +9,272 New
GT
352
Glenmede Trust
Pennsylvania
$2.55M +$685K +2,487 +37%
Twin Tree Management
353
Twin Tree Management
Texas
$2.55M +$242K +878 +10%
FRA
354
Front Row Advisors
California
$2.54M +$28.1K +102 +1%
Wealthfront Advisers
355
Wealthfront Advisers
California
$2.54M +$363K +1,320 +17%
SWP
356
Stratos Wealth Partners
Ohio
$2.54M -$29.7K -108 -1%
TRSOTSOK
357
Teachers Retirement System of the State of Kentucky
Kentucky
$2.52M -$70.2K -255 -3%
AWS
358
Atria Wealth Solutions
New York
$2.51M +$111K +402 +5%
GH
359
GAM Holding
Switzerland
$2.51M -$538K -1,956 -18%
Fiera Capital (Canada)
360
Fiera Capital (Canada)
Quebec, Canada
$2.51M +$966K +3,510 +63%
COI
361
Connable Office Inc
Michigan
$2.5M – – –
MGP
362
Metis Global Partners
California
$2.49M -$192K -698 -7%
EAMA
363
EFG Asset Management (Americas)
Florida
$2.49M +$763K +2,771 +44%
WAM
364
Westport Asset Management
Connecticut
$2.48M – – –
MSRPS
365
Maryland State Retirement & Pension System
Maryland
$2.46M – – –
Focus Partners Wealth
366
Focus Partners Wealth
Massachusetts
$2.44M +$1.4M +5,074 +134%
SG Americas Securities
367
SG Americas Securities
New York
$2.43M -$1.62M -5,891 -40%
DA
368
Dillon & Associates
Michigan
$2.43M -$74.3K -270 -3%
MSU
369
Mizuho Securities USA
New York
$2.42M +$2.42M +8,794 New
GIA
370
Guyasuta Investment Advisors
Pennsylvania
$2.4M – – –
SCM
371
Soros Capital Management
New York
$2.39M -$206K -748 -8%
NIA
372
NIA Impact Advisors
California
$2.38M +$82.6K +300 +4%
KRS
373
Kentucky Retirement Systems
Kentucky
$2.36M -$30.6K -111 -1%
Kovitz Investment Group Partners
374
Kovitz Investment Group Partners
Illinois
$2.34M +$1.74M +6,314 +290%
MPM
375
MBB Public Markets
Illinois
$2.33M +$2.33M +8,465 New
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