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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 %
CWM
776
Connecticut Wealth Management
Connecticut
$360K -$21.1K -64 -6%
ABC
777
Associated Banc-Corp
Wisconsin
$359K – – –
BP
778
Ballentine Partners
Massachusetts
$358K -$33.6K -102 -9%
MWM
779
Meridian Wealth Management
Kentucky
$357K +$357K +1,083 New
R
780
Rebalance
California
$357K – – –
CC
781
Corton Capital
Ontario, Canada
$355K +$355K +1,078 New
Empower Advisory Group
782
Empower Advisory Group
Colorado
$355K -$168K -511 -32%
Verition Fund Management
783
Verition Fund Management
Connecticut
$352K +$352K +1,069 New
LW
784
Linscomb Wealth
Texas
$351K – – –
IA
785
IFP Advisors
Florida
$351K -$49.1K -149 -12%
PCM
786
Parsons Capital Management
Rhode Island
$351K – – –
CWM
787
Centric Wealth Management
Illinois
$350K -$1.34K -4 -0.4%
FDCDDQ
788
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348K -$16.5K -50 -5%
P
789
Pitcairn
Pennsylvania
$346K -$2.64K -8 -0.8%
SFC
790
Strategic Financial Concepts
Texas
$344K +$988 +3 +0.3%
DAS
791
Dynamic Advisor Solutions
Arizona
$343K +$11.9K +36 +4%
LOPW
792
Live Oak Private Wealth
North Carolina
$340K – – –
PWPS
793
Pinnacle Wealth Planning Services
Ohio
$340K – – –
KFS
794
Kelly Financial Services
Massachusetts
$340K +$3.95K +12 +1%
JCM
795
Jacobi Capital Management
Pennsylvania
$339K +$75.1K +228 +29%
KIG
796
Kowal Investment Group
Wisconsin
$337K +$12.8K +39 +4%
CCA
797
Column Capital Advisors
Indiana
$335K -$1.32K -4 -0.4%
Lido Advisors
798
Lido Advisors
California
$335K -$10.9K -33 -3%
WP
799
WMS Partners
Maryland
$333K -$1.65K -5 -0.5%
CAC
800
Certified Advisory Corp
Florida
$332K – – –
30 31
32
33 34