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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 %
SCA
551
Stonebridge Capital Advisors
Minnesota
$754K -$1.38K -5 -0.2%
SACTSONJ
552
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$743K – – –
SAMC
553
Spectrum Asset Management (California)
California
$741K – – –
IWM
554
IHT Wealth Management
Illinois
$736K -$213K -773 -22%
SAM
555
Summit Asset Management
Tennessee
$736K +$297K +1,080 +68%
MAS
556
Meeder Advisory Services
Ohio
$735K +$143K +520 +24%
MMM
557
Mendel Money Management
Illinois
$732K +$7.43K +27 +1%
KA
558
Kintegral Advisory
New York
$730K +$116K +421 +19%
ITFISA
559
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$729K – – –
TRCT
560
Tower Research Capital (TRC)
New York
$716K -$867K -3,149 -55%
AIM
561
Acropolis Investment Management
Missouri
$712K -$6.33K -23 -0.9%
FMN
562
Financial Management Network
California
$711K -$24K -91 -3%
IMCOOI
563
Investment Management Corp of Ontario (IMCO)
Canada
$703K +$193K +700 +38%
NO
564
Ninety One
South Africa
$697K – – –
JCM
565
Janney Capital Management
Pennsylvania
$697K – – –
WI
566
Wahed Invest
New York
$695K +$76K +276 +12%
WS
567
Wedbush Securities
California
$694K -$529K -1,922 -43%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$693K -$30K -109 -4%
BFA
569
Buttonwood Financial Advisors
Maryland
$688K +$58.6K +213 +9%
CA
570
Clearstead Advisors
Ohio
$688K +$369K +1,342 +116%
WT
571
Washington Trust
Rhode Island
$676K – – –
KWM
572
Kingsview Wealth Management
Oregon
$676K -$75.4K -274 -10%
FUBT
573
First United Bank & Trust
Maryland
$675K – – –
S
574
SignatureFD
Georgia
$675K -$41.8K -152 -6%
HFS
575
Hoge Financial Services
Pennsylvania
$674K -$1.1K -4 -0.2%
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