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Rockwell Automation
ROK

Overview Fund Activity

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$253M
2
Lazard Asset Management
Lazard Asset Management
New York
+$201M
3
VanEck Associates
VanEck Associates
New York
+$193M
4
Charles Schwab
Charles Schwab
California
+$139M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$125M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$225M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$220M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$135M
4
Bank of America
Bank of America
North Carolina
-$130M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
401
Louisiana State Employees Retirement System
Louisiana
$1.76M -$82.6K -300 -4%
VRM
402
Vectors Research Management
New York
$1.76M -$68.5K -249 -4%
NWM
403
Northcape Wealth Management
New York
$1.73M +$16.5K +60 +1%
BBA
404
Baader Bank Aktiengesellschaft
Germany
$1.73M – – –
LCM
405
Laurion Capital Management
New York
$1.73M +$1.73M +6,293 New
SW
406
SVB Wealth
Massachusetts
$1.71M -$4.08M -14,837 -70%
PAS
407
Park Avenue Securities
New York
$1.71M +$30.3K +110 +2%
BG
408
BDF Gestion
France
$1.7M +$1.7M +6,176 New
CWP
409
Cyndeo Wealth Partners
Florida
$1.68M +$20.9K +76 +1%
PA
410
PFG Advisors
Arizona
$1.68M -$15.1K -55 -0.9%
EF
411
Empowered Funds
Pennsylvania
$1.68M +$292K +1,060 +21%
MML Investors Services
412
MML Investors Services
Massachusetts
$1.67M -$295K -1,072 -15%
TIAA Trust, National Association
413
TIAA Trust, National Association
North Carolina
$1.65M -$157K -572 -9%
N
414
Numerai
California
$1.64M +$1.64M +5,970 New
SVWAG
415
Sound View Wealth Advisors Group
Georgia
$1.63M +$99.9K +363 +7%
Envestnet Portfolio Solutions
416
Envestnet Portfolio Solutions
Illinois
$1.63M +$183K +664 +13%
CC
417
Courier Capital
New York
$1.63M -$112K -407 -6%
IWC
418
Integrated Wealth Concepts
Massachusetts
$1.61M -$97.7K -355 -6%
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$1.59M – – –
UB
420
UMB Bank
Missouri
$1.59M -$201K -730 -11%
TCPG
421
Trivant Custom Portfolio Group
California
$1.58M +$70.7K +257 +5%
A
422
Allianz
Germany
$1.58M -$82.6K -300 -5%
RWA
423
Roberts Wealth Advisors
California
$1.57M +$31.9K +122 +2%
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$1.57M -$6.89K -26 -0.4%
AIM
425
Achmea Investment Management
Netherlands
$1.57M -$735K -2,670 -32%
15 16
17
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