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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
+$253M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
3
Amundi
Amundi
France
+$102M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$102M
5
BlackRock
BlackRock
New York
+$86.7M

Top Sellers

1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
-$598M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$133M
3
VanEck Associates
VanEck Associates
New York
-$114M
4
HL
Harding Loevner
New Jersey
-$57.1M
5
Franklin Resources
Franklin Resources
California
-$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
576
Meeder Advisory Services
Ohio
$811K +$29.3K +89 +4%
WT
577
Washington Trust
Rhode Island
$809K -$30.3K -92 -4%
WANY
578
Wealthspire Advisors (New York)
New York
$805K -$3.3K -10 -0.4%
ECM
579
Evergreen Capital Management
Washington
$802K +$659 +2 +0.1%
ACM
580
Advisors Capital Management
New Jersey
$796K -$5.93K -18 -0.7%
DIP
581
Davis Investment Partners
North Carolina
$793K – – –
NSIM
582
North Star Investment Management
Illinois
$791K -$57.7K -175 -7%
CAM
583
Claret Asset Management
Quebec, Canada
$791K -$55K -167 -7%
SCA
584
Snowden Capital Advisors
New York
$788K +$51.1K +155 +7%
BMC
585
Beaton Management Company
Massachusetts
$787K – – –
AAS
586
Ameritas Advisory Services
Nebraska
$787K -$719K -2,210 -48%
MAM
587
Mystic Asset Management
Rhode Island
$784K – – –
CIA
588
Choate Investment Advisors
Massachusetts
$778K +$189K +573 +32%
EWM
589
Evermay Wealth Management
Virginia
$771K -$56.3K -171 -7%
CA
590
Clearstead Advisors
Ohio
$767K +$403K +1,224 +111%
EW
591
Evoke Wealth
California
$762K +$10.9K +33 +1%
FIA
592
Foundations Investment Advisors
Arizona
$757K +$75.4K +229 +11%
CSIC
593
Clifford Swan Investment Counsel
California
$754K – – –
MIA
594
MainStreet Investment Advisors
Illinois
$753K +$753K +2,287 New
MA
595
MONECO Advisors
Connecticut
$750K +$329 +1 +0%
KA
596
Kintegral Advisory
New York
$743K – – –
BFM
597
Boothbay Fund Management
New York
$742K -$44.5K -135 -6%
ONB
598
Old National Bancorp
Indiana
$741K +$65.9K +200 +10%
HAIM
599
Hunter Associates Investment Management
Pennsylvania
$737K -$281K -853 -28%
CANY
600
Caxton Associates (New York)
New York
$729K +$356K +1,082 +96%
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