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Rockwell Automation
ROK

Overview Fund Activity

1,191 hedge funds and large institutions have $26.2B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 415 reducing their positions, and 120 closing their positions.

Holders
1,191
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.27%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
415
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.61B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$414M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
UBS Group
4
UBS Group
Switzerland
$614M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.09B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$661M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$108M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Swedbank
5
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
26
Pictet Asset Management
Switzerland
$204M +$184M +632,313 +921%
Franklin Resources
27
Franklin Resources
California
$204M +$33.2M +113,924 +19%
Charles Schwab
28
Charles Schwab
California
$192M +$3.97M +13,639 +2%
Fisher Asset Management
29
Fisher Asset Management
Washington
$176M +$7.26M +24,932 +4%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$143M -$25M -89,392 -15%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$143M -$26.9M -92,476 -16%
Bank Julius Baer & Co
32
Bank Julius Baer & Co
Switzerland
$136M +$12M +41,380 +10%
AllianceBernstein
33
AllianceBernstein
Tennessee
$135M -$2.23M -7,666 -2%
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$134M +$10.8M +36,866 +9%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$132M -$5.43M -18,688 -4%
CS
36
Credit Suisse
Switzerland
$127M +$26.1M +89,436 +26%
William Blair & Company
37
William Blair & Company
Illinois
$118M +$3.15M +10,799 +3%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$114M -$5.09M -17,471 -4%
MPI
39
Mairs & Power Inc
Minnesota
$112M -$527K -1,810 -0.5%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$108M -$321M -1,103,023 -75%
Swiss National Bank
41
Swiss National Bank
Switzerland
$100M -$4.63M -15,900 -4%
APG Asset Management
42
APG Asset Management
Netherlands
$98.8M -$1.47M -5,455 -1%
Wells Fargo
43
Wells Fargo
California
$91.1M +$413K +1,419 +0.5%
Deutsche Bank
44
Deutsche Bank
Germany
$89.9M +$5.04M +17,287 +6%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$88.9M +$15.3M +52,626 +21%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$88.7M -$2.06M -7,070 -2%
National Pension Service
47
National Pension Service
South Korea
$88.6M +$3.02M +10,358 +4%
SC
48
Saturna Capital
Washington
$87.5M – – –
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$84.8M +$83.3M +286,036 +5,744%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$82.9M +$43.3M +148,694 +109%
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