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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 %
HW
651
Hancock Whitney
Mississippi
$485K -$11.6K -42 -2%
APWM
652
Argonautica Private Wealth Management
Massachusetts
$483K +$268K +973 +125%
WWG
653
West Wealth Group
California
$478K +$2.2K +8 +0.5%
OWA
654
Octavia Wealth Advisors
Ohio
$477K +$477K +1,732 New
CSA
655
Cottage Street Advisors
Massachusetts
$476K +$86.7K +315 +22%
TCOV
656
Trust Company of Vermont
Vermont
$475K +$7.43K +27 +2%
CWS
657
Confluence Wealth Services
Pennsylvania
$472K +$46.5K +169 +11%
STAS
658
Strong Tower Advisory Services
Minnesota
$471K +$30K +109 +7%
EWS
659
Eagle Wealth Strategies
New Jersey
$470K – – –
CA
660
Claro Advisors
Massachusetts
$466K -$651K -2,366 -58%
NL
661
Navalign LLC
California
$466K +$2.48K +9 +0.5%
PA
662
Procyon Advisors
Connecticut
$464K +$6.61K +24 +1%
1SB
663
1ST Source Bank
Indiana
$463K – – –
HAIM
664
Hunter Associates Investment Management
Pennsylvania
$462K – – –
CCC
665
Chelsea Counsel Company
California
$460K – – –
APA
666
Astoria Portfolio Advisors
New York
$460K +$2.2K +8 +0.5%
Nomura Holdings
667
Nomura Holdings
Japan
$453K +$202K +732 +80%
TWM
668
Trueblood Wealth Management
Ohio
$453K -$2.75K -10 -0.6%
XF
669
XML Financial
Maryland
$451K -$82.6K -300 -15%
FAM
670
Formidable Asset Management
Ohio
$451K +$4.68K +17 +1%
GCP
671
Garda Capital Partners
Minnesota
$448K +$448K +1,628 New
STA
672
Summit Trail Advisors
New York
$447K +$3.03K +11 +0.7%
WPW
673
Watershed Private Wealth
Illinois
$446K – – –
ANBT
674
American National Bank & Trust
Texas
$445K +$201K +731 +83%
PFA
675
Pure Financial Advisors
California
$444K +$11.6K +42 +3%
25 26
27
28 29