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Rockwell Automation
ROK

Overview Fund Activity

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
$2.81M +$392K +1,189 +16%
AIM
377
Achmea Investment Management
Netherlands
$2.81M +$1.97M +5,982 +235%
UB
378
UMB Bank
Missouri
$2.76M -$117K -354 -4%
Rafferty Asset Management
379
Rafferty Asset Management
New York
$2.76M +$295K +895 +12%
LBC
380
Lawrence B. Cohen
$2.73M -$64.6K -196 -2%
LGF
381
LGT Group Foundation
Liechtenstein
$2.7M -$210K -636 -7%
TAF
382
Tredje AP-fonden
Sweden
$2.68M – – –
API
383
Advisor Partners II
California
$2.68M +$118K +359 +5%
HIMCH
384
Hartford Investment Management Co (HIMCO)
Connecticut
$2.66M -$531K -1,612 -17%
Fayez Sarofim & Co
385
Fayez Sarofim & Co
Texas
$2.65M -$196K -596 -7%
CF
386
Centaurus Financial
California
$2.64M +$65.6K +199 +3%
D.E. Shaw & Co
387
D.E. Shaw & Co
New York
$2.64M +$2.64M +8,005 New
WAM
388
Westport Asset Management
Connecticut
$2.64M – – –
AWM
389
AE Wealth Management
Kansas
$2.61M +$1.06M +3,232 +69%
PFA
390
Peak Financial Advisors
Colorado
$2.6M +$640K +1,943 +33%
GIA
391
Guyasuta Investment Advisors
Pennsylvania
$2.58M – – –
CGH
392
Crossmark Global Holdings
Texas
$2.57M -$54.3K -163 -2%
EAMA
393
EFG Asset Management (Americas)
Florida
$2.49M +$722K +2,191 +41%
ECI
394
EFG Capital International
Florida
$2.49M +$2.49M +7,568 New
AWS
395
Atria Wealth Solutions
New York
$2.48M +$106K +322 +4%
Pacer Advisors
396
Pacer Advisors
Pennsylvania
$2.47M -$287K -870 -10%
LFM
397
LGT Fund Management
Liechtenstein
$2.47M – – –
DRS
398
Deane Retirement Strategies
Louisiana
$2.45M +$7.57K +23 +0.3%
DWM
399
Darwin Wealth Management
Florida
$2.44M +$513K +1,517 +27%
WB
400
WesBanco Bank
West Virginia
$2.43M +$117K +355 +5%
14 15
16
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