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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 %
SFA
476
Sequoia Financial Advisors
Ohio
$1.18M +$5.87K +20 +0.5%
AI
477
Atria Investments
North Carolina
$1.17M +$12.9K +44 +1%
AIM
478
Aquila Investment Management
New York
$1.17M -$293K -1,000 -20%
SF
479
Summit Financial
New Jersey
$1.17M +$42K +143 +4%
VIA
480
Vident Investment Advisory
Georgia
$1.16M -$188K -639 -14%
SC
481
Savant Capital
Illinois
$1.13M -$159K -543 -12%
VIM
482
Vinva Investment Management
Australia
$1.12M +$1.12M +3,894 New
IW
483
Imprint Wealth
South Carolina
$1.12M +$1.12M +3,808 New
UCI
484
Uncommon Cents Investing
Wisconsin
$1.11M -$48.4K -165 -4%
JDR
485
Jay D. Rosenbaum
$1.11M +$40.8K +139 +4%
QCM
486
Qsemble Capital Management
New York
$1.1M +$1.1M +3,750 New
SAMC
487
Spectrum Asset Management (California)
California
$1.09M +$2.35K +8 +0.2%
OTPPB
488
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M +$641K +2,185 +143%
HWM
489
HB Wealth Management
Georgia
$1.08M -$17.6K -60 -2%
ATC
490
Argent Trust Co
Tennessee
$1.08M -$78.1K -266 -7%
1SB
491
1ST Source Bank
Indiana
$1.08M – – –
AAS
492
Annex Advisory Services
Wisconsin
$1.07M +$463K +1,577 +76%
KF
493
Krilogy Financial
Missouri
$1.07M – – –
FCFC
494
First Commonwealth Financial Corp
Pennsylvania
$1.07M – – –
Wolverine Trading
495
Wolverine Trading
Illinois
$1.07M -$597K -2,075 -36%
PTC
496
Private Trust Company
Ohio
$1.07M +$78.4K +267 +8%
NMIMC
497
Northwestern Mutual Investment Management Company
Wisconsin
$1.06M +$2.93K +10 +0.3%
SIG
498
Stonegate Investment Group
Alabama
$1.06M -$270K -919 -20%
IAN
499
Integrated Advisors Network
Texas
$1.06M -$46.9K -160 -4%
AWM
500
Apollon Wealth Management
South Carolina
$1.05M -$82.5K -281 -7%
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