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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 %
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$587K +$1.65K +6 +0.3%
MAWA
602
Moss Adams Wealth Advisors
Washington
$586K -$11.6K -42 -2%
GI
603
GLOBALT Investments
Georgia
$583K – – –
PI
604
PFG Investments
New York
$581K -$4.68K -17 -0.8%
DA
605
Drake & Associates
Wisconsin
$578K +$2.75K +10 +0.5%
BCM
606
Birmingham Capital Management
Alabama
$578K – – –
NRS
607
Neville Rodie & Shaw
New York
$578K -$539K -1,960 -48%
ACM
608
Advisors Capital Management
New Jersey
$578K +$1.65K +6 +0.3%
GC
609
Grimes & Company
Massachusetts
$578K +$1.1K +4 +0.2%
JWCA
610
J.W. Cole Advisors
Florida
$575K -$8.26K -30 -1%
WWM
611
WJ Wealth Management
Arizona
$573K – – –
PIM
612
Plato Investment Management
Australia
$570K – – –
MFG
613
Merit Financial Group
Georgia
$568K -$33.6K -122 -6%
ICP
614
Interchange Capital Partners
Pennsylvania
$566K +$566K +2,058 New
MIM
615
MTM Investment Management
South Carolina
$562K -$3.58K -13 -0.6%
BP
616
BNP Paribas
France
$560K -$744K -2,701 -57%
MC
617
Moors & Cabot
Massachusetts
$560K -$15.4K -56 -3%
SEEDPG
618
S.E.E.D. Planning Group
New York
$558K +$49.8K +181 +10%
AWM
619
AE Wealth Management
Kansas
$552K +$228K +828 +70%
SCA
620
Snowden Capital Advisors
New York
$551K -$134K -485 -20%
CIA
621
Capital Investment Advisors
Georgia
$549K +$8.81K +32 +2%
EIG
622
Ellenbecker Investment Group
Wisconsin
$545K -$2.48K -9 -0.5%
IAS
623
Insigneo Advisory Services
Florida
$543K +$6.21K +25 +1%
NW
624
NewEdge Wealth
Pennsylvania
$540K -$6.33K -23 -1%
FFN
625
Focus Financial Network
Minnesota
$540K +$168K +585 +45%
23 24
25
26 27