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Rockwell Automation
ROK

Overview Fund Activity

1,128 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,128
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
17.99%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
425
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.71B
2
IP
2
Interval Partners
New York
$53.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$247M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$545M
5
Holocene Advisors
5
Holocene Advisors
New York
$43.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.5M
2
Capital World Investors
2
Capital World Investors
California
$1.5B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$152M
4
Amundi
4
Amundi
France
$586M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.86B
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$174M 610,415 +6,490 +1%
Franklin Resources
27
Franklin Resources
California
$174M 608,034 -121,680 -17%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$173M 605,286 +51,572 +9%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$166M 581,180 +3,448 +0.6%
Fisher Asset Management
30
Fisher Asset Management
Washington
$159M 555,938 +8,435 +2%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$152M 531,932 -271,148 -34%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$139M 484,438 +127,303 +36%
CIP
33
Champlain Investment Partners
Vermont
$138M 483,287 -122,370 -20%
Artisan Partners
34
Artisan Partners
Wisconsin
$133M 466,399 -2,945 -0.6%
AllianceBernstein
35
AllianceBernstein
Tennessee
$132M 460,081 -67,025 -13%
Impax Asset Management Group
36
Impax Asset Management Group
United Kingdom
$130M 455,831 -72,290 -14%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$121M 422,357 -42,723 -9%
Swedbank
38
Swedbank
Sweden
$119M 416,978 -7,676 -2%
William Blair & Company
39
William Blair & Company
Illinois
$112M 392,344 +20,308 +5%
MPI
40
Mairs & Power Inc
Minnesota
$107M 375,552 +861 +0.2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$106M 369,600 -45,000 -11%
APG Asset Management
42
APG Asset Management
Netherlands
$104M 362,264 -25,000 -6%
Wells Fargo
43
Wells Fargo
California
$98.9M 346,065 -20,504 -6%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$94.1M 330,892 +16,945 +5%
Bank Julius Baer & Co
45
Bank Julius Baer & Co
Switzerland
$93.2M 326,184 +20,069 +7%
DZ Bank
46
DZ Bank
Germany
$86.9M 303,917 -65,504 -18%
Westfield Capital Management
47
Westfield Capital Management
Massachusetts
$86.7M 303,324 -10,949 -3%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$86.5M 302,712 -1,088,246 -78%
SC
49
Saturna Capital
Washington
$85.8M 300,300 – –
Handelsbanken Fonder
50
Handelsbanken Fonder
Sweden
$85.7M 299,649 +3,143 +1%
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