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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 %
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$1.9M -$42.3K -144 -2%
DC
402
Diametric Capital
Massachusetts
$1.88M +$542K +1,847 +40%
QT
403
Quantamental Technologies
New York
$1.87M +$1.87M +6,384 New
CWA
404
CM Wealth Advisors
Ohio
$1.84M +$1.84M +6,810 New
BHC
405
Bowen Hanes & Co
Florida
$1.84M -$492K -1,675 -21%
CFB
406
Cullen/Frost Bankers
Texas
$1.81M -$7.92K -27 -0.4%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$1.77M +$7.92K +27 +0.5%
PFA
408
Peak Financial Advisors
Colorado
$1.74M -$1.02M -3,462 -37%
STC
409
Sarah T. Connolly
$1.74M -$269K -918 -13%
VCM
410
Vigilant Capital Management
Maine
$1.73M – – –
Two Sigma Investments
411
Two Sigma Investments
New York
$1.73M -$6.23M -21,239 -78%
BF
412
BOK Financial
Oklahoma
$1.73M +$1.15M +3,917 +200%
Koshinski Asset Management
413
Koshinski Asset Management
Illinois
$1.73M -$17K -58 -1%
SWP
414
Stratos Wealth Partners
Ohio
$1.72M -$50.2K -171 -3%
Arrowstreet Capital
415
Arrowstreet Capital
Massachusetts
$1.71M +$1.71M +5,841 New
JAG
416
Journey Advisory Group
Kentucky
$1.71M +$440K +1,500 +35%
CWM
417
CIBC World Markets
New York
$1.7M -$2.26M -7,698 -57%
BHWM
418
Bar Harbor Wealth Management
New Hampshire
$1.7M -$211K -720 -11%
GLAM
419
Gardner Lewis Asset Management
Pennsylvania
$1.69M +$1.69M +5,773 New
SIA
420
Sit Investment Associates
Minnesota
$1.69M -$22K -75 -1%
CAM
421
Carret Asset Management
New York
$1.69M +$412K +1,404 +32%
WF
422
WoodTrust Financial
Wisconsin
$1.67M +$73.4K +250 +5%
GC
423
Guggenheim Capital
Illinois
$1.65M +$59.3K +202 +4%
EWM
424
Elmwood Wealth Management
California
$1.63M +$293 +1 +0%
DWM
425
Darwin Wealth Management
Florida
$1.58M +$1.58M +5,695 New
15 16
17
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