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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 %
IAN
501
Integrated Advisors Network
Texas
$971K -$119K -434 -11%
YIH
502
Y-Intercept (HK)
Hong Kong
$970K +$970K +3,524 New
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$966K -$19.3K -70 -2%
QPW
504
Quantum Private Wealth
Florida
$953K +$168K +610 +21%
IIC
505
Integrated Investment Consultants
Michigan
$952K – – –
FFA
506
First Foundation Advisors
California
$944K +$826 +3 +0.1%
AF
507
Allworth Financial
California
$940K +$9.44K +35 +1%
GC
508
Guggenheim Capital
Illinois
$937K -$239K -869 -20%
CAAS
509
Capital Asset Advisory Services
Michigan
$920K -$9.14K -35 -1%
SC
510
Savant Capital
Illinois
$914K +$10.7K +39 +1%
AWM
511
Apollon Wealth Management
South Carolina
$908K -$313K -1,138 -26%
AG
512
Ascent Group
Virginia
$904K +$173K +627 +24%
BFG
513
Bleakley Financial Group
New Jersey
$897K -$51.8K -188 -5%
DWP
514
Daymark Wealth Partners
Ohio
$892K – – –
HPC
515
HM Payson & Co
Maine
$891K -$175K -635 -16%
JSSH
516
J. Safra Sarasin Holding
$890K +$890K +3,232 New
WPC
517
Wedmont Private Capital
Pennsylvania
$883K -$150K -530 -15%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$876K -$6.57M -23,866 -88%
SA
519
SRN Advisors
Pennsylvania
$875K – – –
CRC
520
Curi RMB Capital
Illinois
$873K -$12.9K -47 -1%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$869K -$39.9K -145 -4%
IAIM
522
International Assets Investment Management
Florida
$868K +$531K +1,930 +158%
AC
523
Addison Capital
Pennsylvania
$855K +$233K +845 +37%
Ensign Peak Advisors
524
Ensign Peak Advisors
Utah
$852K -$41.3K -150 -5%
Squarepoint
525
Squarepoint
New York
$850K -$5.23K -19 -0.6%
19 20
21
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