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Rockwell Automation
ROK

Overview Fund Activity

1,138 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, 419 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.95%
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
419
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

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

Top Sellers

1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
VanEck Associates
New York
$22.2M
4
HL
Harding Loevner
New Jersey
$318M
5
Franklin Resources
Franklin Resources
California
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAB
476
ABN AMRO Bank
Netherlands
$1.34M – – –
JWA
477
JFS Wealth Advisors
Pennsylvania
$1.33M +$3.3K +10 +0.2%
CC
478
Centiva Capital
New York
$1.32M +$1.32M +4,016 New
AIM
479
Aquila Investment Management
New York
$1.32M – – –
VIA
480
Vident Investment Advisory
Georgia
$1.31M +$15.2K +46 +1%
TCM
481
Twin Capital Management
Pennsylvania
$1.31M -$12.2K -37 -0.9%
DT
482
Diversified Trust
Tennessee
$1.3M -$355K -1,079 -21%
BSW
483
Buckingham Strategic Wealth
Missouri
$1.3M +$248K +752 +24%
CA
484
Claro Advisors
Massachusetts
$1.28M +$120K +365 +10%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$1.28M -$46.1K -140 -3%
DGAM
486
Desjardins Global Asset Management
Quebec, Canada
$1.28M -$4.28M -12,996 -77%
SC
487
Savant Capital
Illinois
$1.27M +$8.9K +27 +0.7%
HWM
488
HB Wealth Management
Georgia
$1.27M +$55K +167 +5%
WS
489
Wedbush Securities
California
$1.26M +$296K +899 +31%
MYAM
490
Meiji Yasuda Asset Management
Japan
$1.26M -$79.1K -240 -6%
IW
491
Imprint Wealth
South Carolina
$1.25M – – –
HI
492
Hoey Investments
Pennsylvania
$1.24M -$89.9K -273 -7%
PF
493
Phoenix Financial
Israel
$1.24M +$351K +1,066 +39%
UCI
494
Uncommon Cents Investing
Wisconsin
$1.24M -$3.29K -10 -0.3%
SAMC
495
Spectrum Asset Management (California)
California
$1.23M +$7.25K +22 +0.6%
BFG
496
Bleakley Financial Group
New Jersey
$1.23M +$194K +588 +19%
SS
497
Simplicity Solutions
Minnesota
$1.23M +$192K +584 +19%
CCP
498
Carmel Capital Partners
California
$1.21M +$137K +417 +13%
FCFC
499
First Commonwealth Financial Corp
Pennsylvania
$1.2M – – –
NMIMC
500
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$4.61K +14 +0.4%
18 19
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