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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 %
IMRF
451
Illinois Municipal Retirement Fund
Illinois
$1.38M – – –
AWM
452
AE Wealth Management
Kansas
$1.38M -$2.5M -8,507 -64%
APP
453
Avantax Planning Partners
Iowa
$1.35M – – –
CAM
454
Cresset Asset Management
Illinois
$1.33M -$58.1K -198 -4%
DCM
455
Decatur Capital Management
Georgia
$1.32M -$250K -851 -16%
AAS
456
Ameritas Advisory Services
Nebraska
$1.32M -$566K -1,986 -30%
BC
457
Burney Company
Virginia
$1.31M -$86K -293 -6%
Acadian Asset Management
458
Acadian Asset Management
Massachusetts
$1.3M +$342K +1,169 +36%
SVWAG
459
Sound View Wealth Advisors Group
Georgia
$1.27M -$572K -1,951 -31%
BAM
460
Beaumont Asset Management
Texas
$1.25M -$32K -109 -2%
TSWM
461
Triangle Securities Wealth Management
North Carolina
$1.24M -$7.63K -26 -0.6%
SCM
462
Soros Capital Management
New York
$1.22M -$211K -718 -15%
TRCT
463
Tower Research Capital (TRC)
New York
$1.22M +$320K +1,090 +36%
OAM
464
Oppenheimer Asset Management
New York
$1.22M -$207K -706 -15%
CSS
465
Cubist Systematic Strategies
Connecticut
$1.21M +$512K +1,744 +73%
CCIA
466
Campbell & Co Investment Adviser
Maryland
$1.21M +$973K +3,316 +415%
NRS
467
Neville Rodie & Shaw
New York
$1.2M – – –
KRSITF
468
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.2M -$15.5K -53 -1%
MYAM
469
Meiji Yasuda Asset Management
Japan
$1.19M +$2.93K +10 +0.2%
HI
470
Hoey Investments
Pennsylvania
$1.19M -$114K -389 -9%
AAB
471
ABN AMRO Bank
Netherlands
$1.19M +$1.19M +4,040 New
OAM
472
Ostrum Asset Management
France
$1.18M +$1.18M +4,031 New
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$1.18M -$386K -1,316 -25%
JWA
474
JFS Wealth Advisors
Pennsylvania
$1.18M +$4.4K +15 +0.4%
TCM
475
Twin Capital Management
Pennsylvania
$1.18M +$1.18M +4,020 New
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