ROK icon

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 %
RFC
451
Regions Financial Corp
Alabama
$1.3M -$178K -645 -12%
EWM
452
Elmwood Wealth Management
California
$1.3M -$68.8K -250 -5%
PIM
453
Penobscot Investment Management
Massachusetts
$1.29M -$26.2K -95 -2%
LFS
454
Leibman Financial Services
Nebraska
$1.28M – – –
TWP
455
Tempus Wealth Planning
California
$1.25M – – –
HKAM
456
Horizon Kinetics Asset Management
New York
$1.24M – – –
BAM
457
Beaumont Asset Management
Texas
$1.23M -$826 -3 -0.1%
Simplex Trading
458
Simplex Trading
Illinois
$1.22M +$1.22M +4,439 New
SFA
459
Sequoia Financial Advisors
Ohio
$1.22M -$72.9K -265 -6%
PTC
460
Private Trust Company
Ohio
$1.21M -$30K -109 -2%
CPBTD
461
Central Pacific Bank - Trust Division
Hawaii
$1.21M -$62.8K -228 -5%
AAB
462
ABN AMRO Bank
Netherlands
$1.21M -$27.8K -100 -2%
Acadian Asset Management
463
Acadian Asset Management
Massachusetts
$1.2M -$2.15M -7,811 -64%
KPPF
464
Klein Pavlis & Peasley Financial
California
$1.2M +$174K +631 +17%
FLPIM
465
F.L. Putnam Investment Management
Massachusetts
$1.2M -$9.99M -36,289 -89%
Public Sector Pension Investment Board (PSP Investments)
466
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M -$15.2M -55,288 -93%
PA
467
Pinnacle Associates
New York
$1.18M -$1.18M -4,300 -50%
AW
468
Alaethes Wealth
Nevada
$1.17M +$79.3K +288 +7%
CL
469
Choreo LLC
Illinois
$1.16M +$619K +2,334 +114%
SF
470
Summit Financial
New Jersey
$1.16M +$26.2K +95 +2%
MCM
471
MAI Capital Management
Ohio
$1.16M +$57.5K +209 +5%
AAS
472
Avantax Advisory Services
Texas
$1.14M +$233K +847 +26%
HWM
473
HB Wealth Management
Georgia
$1.13M -$344K -1,249 -23%
SPC
474
Sigma Planning Corp
Michigan
$1.11M -$131K -475 -11%
BPCE
475
Bank Pictet & Cie (Europe)
Germany
$1.11M +$105K +382 +10%
17 18
19
20 21