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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 %
CIBC World Market
376
CIBC World Market
Ontario, Canada
$2.01M -$185K -690 -8%
RP
377
Riverbridge Partners
Minnesota
$2.01M -$84.3K -314 -4%
NWM
378
Northcape Wealth Management
New York
$1.99M +$303K +1,127 +18%
MSU
379
Mizuho Securities USA
New York
$1.98M -$386K -1,436 -16%
Wealthfront Advisers
380
Wealthfront Advisers
California
$1.95M -$535K -1,992 -22%
CA
381
Cornerstone Advisors
North Carolina
$1.93M +$80.5K +300 +4%
SCM
382
Soros Capital Management
New York
$1.93M -$401K -1,494 -17%
RCYC
383
Richard C. Young & Co
Rhode Island
$1.92M -$1.17M -4,346 -38%
OQS
384
Occudo Quantitative Strategies
Florida
$1.92M +$1.15M +4,294 +150%
COI
385
Connable Office Inc
Michigan
$1.92M -$516K -1,922 -21%
HIMCH
386
Hartford Investment Management Co (HIMCO)
Connecticut
$1.92M -$41.6K -155 -2%
BFA
387
Benedict Financial Advisors
Georgia
$1.9M +$63.1K +235 +3%
MGIA
388
Moneta Group Investment Advisors
Missouri
$1.89M -$52.6K -196 -3%
CF
389
Centaurus Financial
California
$1.88M +$24.4K +91 +1%
KIA
390
Knollwood Investment Advisory
Maryland
$1.87M – – –
EF
391
Empowered Funds
Pennsylvania
$1.86M +$228K +851 +14%
BHC
392
Bowen Hanes & Co
Florida
$1.83M -$26.6K -99 -1%
DILIC
393
Dai-ichi Life Insurance Company
Japan
$1.83M +$1.34M +5,000 +277%
CCP
394
Carmel Capital Partners
California
$1.82M +$357K +1,329 +24%
PP
395
Prudential plc
United Kingdom
$1.8M -$2.4M -8,929 -57%
NB
396
Norinchukin Bank
Japan
$1.8M +$289K +1,075 +19%
QT
397
Quantbot Technologies
New York
$1.78M +$1.78M +6,630 New
JAG
398
Journey Advisory Group
Kentucky
$1.77M – – –
MSRPS
399
Maryland State Retirement & Pension System
Maryland
$1.76M -$642K -2,393 -27%
VRM
400
Vectors Research Management
New York
$1.75M +$36.2K +135 +2%
14 15
16
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