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Rockwell Automation
ROK

Overview Fund Activity

1,146 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 423 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
399
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$253M
2
Lazard Asset Management
Lazard Asset Management
New York
+$201M
3
VanEck Associates
VanEck Associates
New York
+$193M
4
Charles Schwab
Charles Schwab
California
+$139M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$125M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$225M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$220M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$135M
4
Bank of America
Bank of America
North Carolina
-$130M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
476
Simplicity Wealth
New Jersey
$1.1M +$156K +565 +16%
PFS
477
Prospera Financial Services
Texas
$1.1M +$264K +960 +32%
VA
478
Vident Advisory
Georgia
$1.1M -$89.2K -324 -8%
BAMF
479
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M +$58.9K +214 +6%
OAC
480
OMERS Administration Corp
Ontario, Canada
$1.09M +$1.09M +3,963 New
SPC
481
Spirepoint Private Client
Florida
$1.09M – – –
Capstone Investment Advisors
482
Capstone Investment Advisors
New York
$1.08M +$312K +1,134 +41%
MYAM
483
Meiji Yasuda Asset Management
Japan
$1.07M +$76.8K +279 +8%
EF
484
Empirical Finance
Pennsylvania
$1.07M -$73.2K -266 -6%
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
$1.06M -$91.7K -351 -8%
CAM
486
Congress Asset Management
Massachusetts
$1.05M -$9.65M -35,042 -90%
BBVA
487
Banco Bilbao Vizcaya Argentaria
Spain
$1.04M -$19K -69 -2%
UCI
488
Uncommon Cents Investing
Wisconsin
$1.03M – – –
CG
489
Caprock Group
Idaho
$1.02M +$214K +776 +26%
LA
490
LBP AM
France
$1.02M +$127K +460 +14%
OIA
491
OneDigital Investment Advisors
Kansas
$1.02M +$276K +1,004 +37%
KRSITF
492
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M -$28.9K -105 -3%
SF
493
Symphony Financial
Texas
$1.01M +$256K +957 +34%
FTDI
494
First Trust Direct Indexing
Massachusetts
$1.01M +$31.7K +115 +3%
CFP
495
Cascade Financial Partners
California
$1.01M -$20.6K -75 -2%
FCFC
496
First Commonwealth Financial Corp
Pennsylvania
$1.01M -$826 -3 -0.1%
NMIMC
497
Northwestern Mutual Investment Management Company
Wisconsin
$999K -$1.93K -7 -0.2%
BC
498
Burney Company
Virginia
$981K -$75.7K -275 -7%
OAM
499
Ostrum Asset Management
France
$978K +$46K +167 +5%
CWM
500
Connecticut Wealth Management
Connecticut
$977K +$94.4K +343 +11%
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