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Rockwell Automation
ROK

Overview Fund Activity

1,136 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,136
Holders Change
+34
Holders Change %
+3.09%
% of All Funds
17.92%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Market Value Shares Shares
Change 		Shares
Change %
QP
26
Quilter Plc
United Kingdom
$220M 221,908 -16,854 -7%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$203M 615,231 +3,490 +0.6%
UBS AM
28
UBS AM
Illinois
$202M 689,991 – –
CIP
29
Champlain Investment Partners
Vermont
$200M 605,657 -80,490 -12%
Charles Schwab
30
Charles Schwab
California
$199M 603,925 -2,727 -0.4%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$190M 577,732 +3,368 +0.6%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$182M 553,714 +47,727 +9%
Fisher Asset Management
33
Fisher Asset Management
Washington
$180M 547,503 +88,434 +19%
Impax Asset Management Group
34
Impax Asset Management Group
United Kingdom
$174M 528,121 +28,054 +6%
AllianceBernstein
35
AllianceBernstein
Tennessee
$174M 527,106 -9,555 -2%
Artisan Partners
36
Artisan Partners
Wisconsin
$155M 469,344 +163,920 +54%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$153M 465,080 +18,246 +4%
Swedbank
38
Swedbank
Sweden
$140M 424,654 +142 +0%
Swiss National Bank
39
Swiss National Bank
Switzerland
$137M 414,600 -41,200 -9%
MPI
40
Mairs & Power Inc
Minnesota
$123M 374,691 +28,902 +8%
William Blair & Company
41
William Blair & Company
Illinois
$123M 372,036 +7,527 +2%
DZ Bank
42
DZ Bank
Germany
$122M 369,421 +1,936 +0.5%
Wells Fargo
43
Wells Fargo
California
$121M 366,569 +12,263 +3%
APG Asset Management
44
APG Asset Management
Netherlands
$117M 387,264 -63,760 -14%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$117M 357,135 +311,363 +680%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$104M 314,715 +26,199 +9%
Westfield Capital Management
47
Westfield Capital Management
Massachusetts
$104M 314,273 -7,989 -2%
DekaBank Deutsche Girozentrale
48
DekaBank Deutsche Girozentrale
Germany
$102M 313,947 +36,820 +13%
Bank Julius Baer & Co
49
Bank Julius Baer & Co
Switzerland
$101M 306,115 -5,355 -2%
SC
50
Saturna Capital
Washington
$98.9M 300,300 – –
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