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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 %
1WM
726
1900 Wealth Management
Texas
$429K – – –
VBCG
727
Valley Brook Capital Group
Pennsylvania
$428K – – –
MGIA
728
Moneta Group Investment Advisors
Missouri
$426K +$36.2K +110 +9%
SFI
729
Siemens Fonds Invest
Germany
$424K – – –
WP
730
WealthPLAN Partners
Nebraska
$424K – – –
FFN
731
Focus Financial Network
Minnesota
$419K +$21.1K +64 +5%
CA
732
CoreCap Advisors
Michigan
$417K +$417K +1,267 New
CCMG
733
Clark Capital Management Group
Pennsylvania
$415K +$1.32K +4 +0.3%
MFG
734
Merit Financial Group
Georgia
$414K +$14.5K +44 +4%
RCAG
735
Rehmann Capital Advisory Group
Michigan
$412K +$24.1K +73 +6%
CA
736
Centerpoint Advisors
Massachusetts
$412K – – –
SWA
737
SFMG Wealth Advisors
Texas
$410K +$88.3K +268 +27%
FIBT
738
First International Bank & Trust
North Dakota
$404K +$7.58K +23 +2%
GVAG
739
Great Valley Advisor Group
Delaware
$404K – – –
SAM
740
Steinberg Asset Management
New York
$403K – – –
CAI
741
Capital Advisors Inc
Oklahoma
$403K +$8.57K +26 +2%
VFA
742
Valeo Financial Advisors
Indiana
$402K -$54K -164 -12%
AWM
743
Accurate Wealth Management
Florida
$401K +$57.4K +168 +17%
TCPWM
744
Traverso Chambers Private Wealth Management
California
$400K – – –
CFFP
745
Center for Financial Planning
Michigan
$399K – – –
MAWA
746
Moss Adams Wealth Advisors
Washington
$398K -$10.5K -32 -3%
CDH
747
Charles D. Hyman
$397K – – –
AFG
748
Atomi Financial Group
New York
$396K +$988 +3 +0.3%
SAM
749
Summit Asset Management
Tennessee
$393K +$60.6K +184 +18%
NO
750
Ninety One
South Africa
$392K – – –
28 29
30
31 32