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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 %
NB
426
Norinchukin Bank
Japan
$1.55M -$10.2K -37 -0.7%
TWC
427
TD Waterhouse Canada
Ontario, Canada
$1.53M +$44.4K +167 +3%
CCP
428
Carmel Capital Partners
California
$1.5M +$100K +365 +7%
ECP
429
Electron Capital Partners
New York
$1.5M -$17.9M -65,120 -92%
ACP
430
Aviance Capital Partners
Florida
$1.49M +$6.88K +25 +0.5%
APP
431
Avantax Planning Partners
Iowa
$1.48M -$55.1K -200 -4%
BCV
432
Banque Cantonale Vaudoise
Switzerland
$1.48M -$69.3K -252 -4%
CFB
433
Cullen/Frost Bankers
Texas
$1.43M -$183K -663 -11%
BA
434
Bellwether Advisors
Nebraska
$1.43M +$1.43M +5,202 New
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$1.42M -$4.51M -16,392 -76%
HAG
436
HighPoint Advisor Group
Illinois
$1.42M +$237K +859 +20%
UCFA
437
United Capital Financial Advisors
Texas
$1.41M +$7.43K +27 +0.5%
TSWM
438
Triangle Securities Wealth Management
North Carolina
$1.41M +$126K +459 +10%
FM
439
Freemont Management
Switzerland
$1.4M -$6.99M -25,400 -83%
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$1.38M -$554K -2,013 -29%
AIM
441
Aquila Investment Management
New York
$1.38M – – –
AWM
442
Axxcess Wealth Management
California
$1.37M -$247K -898 -15%
PI
443
Pettee Investors
Connecticut
$1.37M – – –
SIA
444
Sit Investment Associates
Minnesota
$1.36M -$248K -900 -15%
SFI
445
Susquehanna Fundamental Investments
Pennsylvania
$1.35M +$1.35M +4,900 New
AAS
446
Ameritas Advisory Services
Nebraska
$1.35M +$56.2K +204 +4%
DT
447
Diversified Trust
Tennessee
$1.34M -$1.35M -4,887 -50%
ASN
448
Advisory Services Network
Georgia
$1.33M -$1.53M -5,573 -54%
CAS
449
CTC Alternative Strategies
Illinois
$1.32M +$1.32M +4,803 New
EOJOAM
450
E. Ohman J:or Asset Management
Sweden
$1.32M – – –
16 17
18
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