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Rockwell Automation
ROK

Overview Fund Activity

1,104 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+52
Holders Change %
+4.94%
% of All Funds
17.67%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
131
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$477M
2
Invesco
Invesco
Georgia
$349M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$774M
4
Artisan Partners
Artisan Partners
Wisconsin
$89.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$51.4M
2
CIP
Champlain Investment Partners
Vermont
$201M
3
Amundi
Amundi
France
$531M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$354M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
376
Crossmark Global Holdings
Texas
$2.31M -$39.9K -136 -2%
SAM
377
Sompo Asset Management
Japan
$2.31M -$851K -2,900 -27%
GIA
378
Guyasuta Investment Advisors
Pennsylvania
$2.29M – – –
CF
379
Centaurus Financial
California
$2.29M -$160K -545 -7%
API
380
Advisor Partners II
California
$2.28M +$145K +494 +7%
BRWA
381
B. Riley Wealth Advisors
Florida
$2.23M -$372K -1,268 -14%
VRM
382
Vectors Research Management
New York
$2.21M -$18.8K -64 -0.8%
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$2.2M +$29.3K +100 +1%
LFM
384
LGT Fund Management
Liechtenstein
$2.2M +$2.2M +7,500 New
Rafferty Asset Management
385
Rafferty Asset Management
New York
$2.2M +$126K +430 +6%
DRS
386
Deane Retirement Strategies
Louisiana
$2.18M -$3.81K -13 -0.2%
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$2.15M -$19.1M -65,020 -90%
Wealthfront Advisers
388
Wealthfront Advisers
California
$2.15M -$14.7K -50 -0.7%
AWS
389
Atria Wealth Solutions
New York
$2.11M -$4.75M -16,185 -69%
HC
390
HNP Capital
New York
$2.09M -$38.7K -132 -2%
WB
391
WesBanco Bank
West Virginia
$2.06M -$2.05K -7 -0.1%
TF
392
TIAA FSB
Florida
$2.04M -$117K -399 -5%
PA
393
PFG Advisors
Arizona
$2.04M -$23.5K -80 -1%
Allspring Global Investments
394
Allspring Global Investments
North Carolina
$2.03M -$276K -942 -12%
CII
395
Capital International Inc
California
$2.03M +$19.7K +67 +1%
HHAM
396
HITE Hedge Asset Management
Massachusetts
$2.02M +$2.02M +6,868 New
BFA
397
Benedict Financial Advisors
Georgia
$2M -$15.6K -53 -0.8%
DA
398
Duality Advisers
Florida
$1.98M -$406K -1,382 -17%
RFC
399
Regions Financial Corp
Alabama
$1.94M +$371K +1,264 +24%
SC
400
Scotia Capital
Ontario, Canada
$1.91M +$1.39M +4,729 +263%
14 15
16
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