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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 %
VSQM
526
V-Square Quantitative Management
Illinois
$850K +$147K +533 +21%
BIM
527
Baldwin Investment Management
Pennsylvania
$848K -$214K -779 -20%
HWP
528
Heritage Wealth Partners
Ohio
$847K – – –
TMAM
529
Tokio Marine Asset Management
Japan
$844K +$35.5K +129 +4%
GT
530
Greenleaf Trust
Michigan
$842K +$15.4K +56 +2%
CCM
531
Coldstream Capital Management
Washington
$841K +$104K +378 +14%
SM
532
Sciencast Management
New Jersey
$836K +$836K +3,036 New
JWA
533
JFS Wealth Advisors
Pennsylvania
$828K -$295K -1,073 -26%
RC
534
RBF Capital
California
$826K – – –
AI
535
Atria Investments
North Carolina
$818K +$818K +2,970 New
TPW
536
Transatlantique Private Wealth
New York
$818K +$19.3K +70 +2%
RPC
537
Rossmore Private Capital
Connecticut
$816K +$11K +40 +1%
SFCL
538
Strengthening Families & Communities LLC
Massachusetts
$808K +$808K +2,935 New
Lido Advisors
539
Lido Advisors
California
$803K +$559K +2,031 +229%
FCBT
540
First Citizens Bank & Trust
North Carolina
$801K -$126K -456 -14%
OQS
541
Occudo Quantitative Strategies
Florida
$788K +$788K +2,864 New
SIG
542
Stonegate Investment Group
Alabama
$780K -$25.6K -93 -3%
MIP
543
Marietta Investment Partners
Wisconsin
$778K – – –
BMC
544
Beaton Management Company
Massachusetts
$776K – – –
MA
545
Mutual Advisors
Nebraska
$768K -$1.63K -6 -0.2%
BFM
546
Boston Financial Management
Massachusetts
$768K -$4.4K -16 -0.6%
WWM
547
Western Wealth Management
Colorado
$764K +$49K +178 +7%
PWM
548
Perigon Wealth Management
California
$760K +$2.2K +8 +0.3%
EWM
549
Evermay Wealth Management
Virginia
$758K -$27.3K -99 -3%
QCM
550
QRG Capital Management
Illinois
$756K +$4.13K +15 +0.5%
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