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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 %
MSAM
651
Moloney Securities Asset Management
Missouri
$565K +$565K +1,715 New
WWG
652
West Wealth Group
California
$564K +$2.31K +7 +0.4%
FFA
653
Fragasso Financial Advisors
Pennsylvania
$560K -$659 -2 -0.1%
CW
654
CreativeOne Wealth
Kansas
$560K +$174K +528 +45%
AWM
655
Avitas Wealth Management
California
$558K -$8.57K -26 -2%
IAS
656
Insigneo Advisory Services
Florida
$558K +$192K +583 +53%
XT
657
XTX Topco
Cayman Islands
$553K +$553K +1,678 New
CCC
658
Chelsea Counsel Company
California
$551K – – –
NL
659
Navalign LLC
California
$550K +$2.31K +7 +0.4%
WI
660
Wahed Invest
New York
$547K +$74.5K +226 +16%
DA
661
DCM Advisors
New York
$546K – – –
SA
662
Sicart Associates
New York
$544K – – –
CCM
663
Chilton Capital Management
Texas
$540K – – –
CCT
664
Capital City Trust
Florida
$535K – – –
MS
665
Madden Securities
Texas
$530K -$90.6K -275 -15%
FAM
666
Fred Alger Management
New York
$528K – – –
PMG
667
ProVise Management Group
Florida
$527K – – –
FCBT
668
First Citizens Bank & Trust
North Carolina
$527K – – –
CCA
669
Cadent Capital Advisors
Oklahoma
$526K +$989 +3 +0.2%
SP
670
Symmetry Partners
Connecticut
$524K – – –
CI Investments Inc
671
CI Investments Inc
Ontario, Canada
$519K +$10.9K +33 +2%
BWM
672
Baystate Wealth Management
Massachusetts
$518K +$329 +1 +0.1%
AG
673
Ascent Group
Virginia
$516K -$15.3K -50 -3%
CCA
674
Checchi Capital Advisers
California
$515K -$6.26K -19 -1%
HCM
675
Hutchinson Capital Management
California
$513K +$329 +1 +0.1%
25 26
27
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