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Rockwell Automation
ROK

Overview Fund Activity

1,149 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, 372 increasing their positions, 434 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.62%
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
372
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
2
Citadel Advisors
Citadel Advisors
Florida
$132M
3
Charles Schwab
Charles Schwab
California
$418M
4
Lazard Asset Management
Lazard Asset Management
New York
$684M
5
Invesco
Invesco
Georgia
$366M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$153M
2
Amundi
Amundi
France
$437M
3
IP
Interval Partners
New York
$0
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
$4.97M
5
APG Asset Management
APG Asset Management
Netherlands
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
351
GAM Holding
Switzerland
$2.51M +$63.9K +238 +3%
ECM
352
Everence Capital Management
Indiana
$2.5M -$370K -1,380 -13%
Twin Tree Management
353
Twin Tree Management
Texas
$2.47M -$19.9K -74 -0.8%
Mirae Asset Global Investments
354
Mirae Asset Global Investments
South Korea
$2.44M +$480K +1,773 +24%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$2.43M -$110K -409 -4%
WAM
356
Westport Asset Management
Connecticut
$2.42M – – –
ET
357
Entropy Technologies
New York
$2.4M +$2.4M +8,947 New
EAM
358
EFG Asset Management
Oregon
$2.39M -$284K -1,059 -11%
SWP
359
Stratos Wealth Partners
Ohio
$2.32M -$157K -584 -6%
NIA
360
NIA Impact Advisors
California
$2.29M -$31.7K -118 -1%
YIH
361
Y-Intercept (HK)
Hong Kong
$2.29M +$1.34M +5,002 +142%
TRSOTSOK
362
Teachers Retirement System of the State of Kentucky
Kentucky
$2.29M -$167K -622 -7%
DA
363
Dillon & Associates
Michigan
$2.29M -$83.1K -310 -4%
Kovitz Investment Group Partners
364
Kovitz Investment Group Partners
Illinois
$2.28M +$388K +1,739 +20%
M
365
Mirova
France
$2.26M -$586K -2,183 -21%
TI
366
Tidal Investments
Wisconsin
$2.26M +$94K +350 +4%
WHG
367
Westwood Holdings Group
Texas
$2.24M -$266K -992 -11%
BEI
368
Benjamin Edwards Inc
Missouri
$2.22M -$1.11M -4,109 -33%
Assenagon Asset Management
369
Assenagon Asset Management
Luxembourg
$2.18M -$2.89M -10,775 -57%
KRS
370
Kentucky Retirement Systems
Kentucky
$2.12M -$184K -686 -8%
GIA
371
Guyasuta Investment Advisors
Pennsylvania
$2.07M -$1.07K -4 -0.1%
EAMA
372
EFG Asset Management (Americas)
Florida
$2.05M -$374K -1,393 -15%
SVWAG
373
Sound View Wealth Advisors Group
Georgia
$2.02M +$428K +1,594 +27%
WC
374
Weil Company
California
$2.02M -$236K -880 -10%
SCM
375
Sandler Capital Management
New York
$2.01M +$2.01M +7,500 New
13 14
15
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