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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 %
PMG
676
ProVise Management Group
Florida
$444K +$3.3K +12 +0.8%
CCT
677
Chemung Canal Trust
New York
$443K -$108K -391 -20%
CCA
678
Checchi Capital Advisers
California
$441K -$275 -1 -0.1%
OKSA
679
O'Keefe Stevens Advisory
New York
$440K – – –
HI
680
Horizon Investments
North Carolina
$438K +$3.3K +12 +0.8%
PWMG
681
Prestige Wealth Management Group
New Jersey
$435K -$8.81K -32 -2%
OIAM
682
OFI Invest Asset Management
France
$427K +$253K +985 +145%
CJL
683
Cyrus J. Lawrence
New York
$427K -$7.05M -25,631 -94%
ACA
684
Aptus Capital Advisors
Alabama
$426K -$160K -581 -27%
HCM
685
Hengehold Capital Management
Ohio
$423K – – –
AWM
686
Avitas Wealth Management
California
$421K -$26.2K -95 -6%
GI
687
GAMMA Investing
California
$419K +$246K +893 +142%
9WM
688
9258 Wealth Management
Ohio
$413K +$12.4K +45 +3%
CCG
689
Ceeto Capital Group
Florida
$413K – – –
AA
690
Argent Advisors
Louisiana
$413K – – –
WIM
691
Westside Investment Management
California
$413K – – –
PP
692
Patron Partners
Texas
$410K -$3.03K -11 -0.7%
CPCP
693
Cedar Point Capital Partners
Iowa
$408K – – –
MC
694
Middleton & Co
Massachusetts
$406K +$20.6K +75 +5%
HI
695
Harbour Investments
Wisconsin
$406K -$15.4K -56 -4%
FFA
696
Farther Finance Advisors
California
$405K +$32.1K +121 +9%
NFG
697
Nations Financial Group
Iowa
$404K -$4.13K -15 -1%
FRA
698
Frank Rimerman Advisors
California
$402K +$400K +1,453 +24,217%
EWM
699
Evercore Wealth Management
New York
$401K -$37.7K -137 -9%
MSAM
700
Moloney Securities Asset Management
Missouri
$400K -$27.5K -100 -6%
26 27
28
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