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Rockwell Automation
ROK

Overview Fund Activity

1,148 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 371 increasing their positions, 434 reducing their positions, and 91 closing their positions.

Holders
1,148
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
371
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B
2
Citadel Advisors
2
Citadel Advisors
Florida
$132M
3
Charles Schwab
3
Charles Schwab
California
$418M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$684M
5
Invesco
5
Invesco
Georgia
$366M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$153M
3
Amundi
3
Amundi
France
$437M
4
IP
4
Interval Partners
New York
$0
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
UM
51
UniSuper Management
Australia
$66.8M 248,735 +405 +0.2%
Wells Fargo
52
Wells Fargo
California
$63.9M 238,053 -19,476 -8%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$63.1M 234,912 -33,703 -13%
Barclays
54
Barclays
United Kingdom
$62M 231,092 -7,123 -3%
Westfield Capital Management
55
Westfield Capital Management
Massachusetts
$61.5M 229,059 -67,107 -23%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$60.4M 225,134 -161,291 -42%
Handelsbanken Fonder
57
Handelsbanken Fonder
Sweden
$59.1M 220,167 +17,660 +9%
Fidelity International
58
Fidelity International
Bermuda
$58.9M 219,445 +16,153 +8%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$58.1M 216,283 -8,478 -4%
HNB
60
Huntington National Bank
Ohio
$57.7M 214,999 +4,563 +2%
Principal Financial Group
61
Principal Financial Group
Iowa
$54.9M 204,679 +11,161 +6%
RMCM
62
Reynders McVeigh Capital Management
Massachusetts
$54.3M 202,199 +2,902 +1%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$54.3M 202,051 +18,737 +10%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$53.9M 200,866 -18,433 -8%
BHIA
65
Birch Hill Investment Advisors
Massachusetts
$53.2M 198,148 -652 -0.3%
Stifel Financial
66
Stifel Financial
Missouri
$52.9M 197,001 -521 -0.3%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$52.1M 194,230 +187,816 +2,928%
Citigroup
68
Citigroup
New York
$50.7M 188,995 -27,471 -13%
SIMG
69
Stephens Investment Management Group
Texas
$48.9M 182,140 +5,865 +3%
TCM
70
TimesSquare Capital Management
New York
$47.7M 177,800 +15,340 +9%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$47.4M 176,572 -2,204 -1%
Millennium Management
72
Millennium Management
New York
$47.2M 175,695 +85,367 +95%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$46.8M 172,827 +7,574 +5%
Ameriprise
74
Ameriprise
Minnesota
$45.2M 168,417 +7,440 +5%
CS
75
Candriam SCA
Luxembourg
$44.8M 166,830 -1,765 -1%
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