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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 %
PHIC
626
Pine Haven Investment Counsel
Massachusetts
$620K – – –
MA
627
Mutual Advisors
Nebraska
$617K -$1.65K -5 -0.3%
Acadian Asset Management
628
Acadian Asset Management
Massachusetts
$615K -$841K -2,561 -58%
AC
629
Addison Capital
Pennsylvania
$612K – – –
LNC
630
Lincoln National Corp
Pennsylvania
$611K +$42.2K +128 +7%
RWA
631
Ropes Wealth Advisors
Massachusetts
$607K +$19.8K +60 +3%
HH
632
Hilltop Holdings
Texas
$606K +$239K +726 +65%
DP
633
Dearborn Partners
Illinois
$602K +$362K +1,100 +151%
MYLI
634
Meiji Yasuda Life Insurance
Japan
$599K -$19.8K -60 -3%
FAM
635
Formidable Asset Management
Ohio
$597K -$4.28K -13 -0.7%
PA
636
Procyon Advisors
Connecticut
$594K +$39.5K +120 +7%
VCP
637
Verus Capital Partners
Arizona
$594K -$184K -559 -24%
CCG
638
Chatham Capital Group
Georgia
$591K – – –
WT
639
Whittier Trust
California
$588K -$42.2K -128 -7%
TCOO
640
Trust Company of Oklahoma
Oklahoma
$585K -$32.9K -100 -5%
PCM
641
Penserra Capital Management
California
$582K +$383K +1,165 +192%
SEEDPG
642
S.E.E.D. Planning Group
New York
$582K +$125K +378 +27%
B
643
Bailard
California
$581K -$3.3K -10 -0.6%
EWM
644
Evercore Wealth Management
New York
$580K -$3.95K -12 -0.7%
UCFA
645
United Capital Financial Advisors
Texas
$578K -$416K -1,264 -42%
TC
646
Telemus Capital
Michigan
$578K +$329 +1 +0.1%
CIA
647
Capital Investment Advisors
Georgia
$574K -$988 -3 -0.2%
HW
648
Hancock Whitney
Mississippi
$569K +$569K +1,728 New
SB
649
Simmons Bank
Arkansas
$566K +$274K +833 +94%
VNA
650
Valley National Advisers
Pennsylvania
$565K -$27.4K -83 -5%
24 25
26
27 28