ROK icon

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 %
EAMA
426
EFG Asset Management (Americas)
Florida
$1.58M +$1.58M +5,377 New
MML Investors Services
427
MML Investors Services
Massachusetts
$1.56M -$137K -466 -8%
NMERB
428
New Mexico Educational Retirement Board
New Mexico
$1.55M -$58.7K -200 -4%
FFA
429
First Foundation Advisors
California
$1.54M -$116K -395 -7%
WWM
430
Western Wealth Management
Colorado
$1.51M +$7.34K +25 +0.5%
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
$1.51M +$2.64K +9 +0.2%
SBH
432
Segall Bryant & Hamill
Illinois
$1.51M – – –
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$1.51M -$443K -1,508 -23%
V
434
Veritable
Delaware
$1.49M +$119K +406 +9%
PP
435
Prudential plc
United Kingdom
$1.49M -$151K -515 -9%
BEI
436
Benjamin Edwards Inc
Missouri
$1.48M +$454K +1,547 +44%
DT
437
Diversified Trust
Tennessee
$1.48M -$543K -1,851 -27%
CWP
438
Cyndeo Wealth Partners
Florida
$1.47M -$2.62M -8,926 -64%
IIM
439
INTECH Investment Management
Florida
$1.46M -$688K -2,346 -32%
PI
440
Pettee Investors
Connecticut
$1.46M – – –
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$1.44M – – –
KCM
442
Kornitzer Capital Management
Kansas
$1.43M – – –
TWP
443
Tempus Wealth Planning
California
$1.42M – – –
BPCA
444
Bank Pictet & Cie (Asia)
Singapore
$1.42M – – –
CA
445
Cetera Advisors
Colorado
$1.42M -$14.1K -48 -1%
Cetera Investment Advisers
446
Cetera Investment Advisers
Illinois
$1.41M +$56.9K +194 +4%
SPC
447
Sigma Planning Corp
Michigan
$1.41M -$16.4K -56 -1%
HKAM
448
Horizon Kinetics Asset Management
New York
$1.4M -$14.7K -50 -1%
PIM
449
Penobscot Investment Management
Massachusetts
$1.4M -$11.7K -40 -0.8%
Fiera Capital (Canada)
450
Fiera Capital (Canada)
Quebec, Canada
$1.38M +$308K +1,050 +29%
16 17
18
19 20