ROK icon

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 %
IIC
776
Ironwood Investment Counsel
Arizona
$306K +$109K +396 +55%
TC
777
TradeLink Capital
Illinois
$303K +$303K +1,100 New
BPCA
778
Bank Pictet & Cie (Asia)
Singapore
$302K – – –
VAM
779
Verity Asset Management
North Carolina
$301K -$34.7K -126 -10%
CICI
780
Capital Investment Counsel Inc
North Carolina
$300K – – –
KP
781
Keel Point
Alabama
$300K +$49.7K +191 +20%
FA
782
Fiducient Advisors
Illinois
$300K +$88.1K +320 +42%
RJT
783
Raymond James Trust
Florida
$299K -$142K -515 -32%
R
784
Rebalance
California
$298K – – –
BW
785
Bison Wealth
Georgia
$298K – – –
WP
786
WealthPLAN Partners
Nebraska
$298K – – –
PCM
787
Parsons Capital Management
Rhode Island
$295K -$16.5K -60 -5%
FMTC
788
Farmers & Merchants Trust Company
California
$293K – – –
FTWA
789
Fifth Third Wealth Advisors
Ohio
$293K +$293K +1,063 New
SPIA
790
Steward Partners Investment Advisory
New York
$292K -$65.3K -237 -18%
BCM
791
Brookstone Capital Management
Illinois
$291K -$231K -803 -44%
BF
792
BOK Financial
Oklahoma
$291K -$5.51K -20 -2%
MM
793
MQS Management
New York
$291K +$79.3K +288 +37%
FAG
794
Fortitude Advisory Group
Washington
$290K -$116K -421 -29%
HH
795
Hilltop Holdings
Texas
$289K -$47.9K -174 -14%
CT
796
Chicago Trust
Illinois
$288K -$6.88K -25 -2%
BC
797
Belmont Capital
California
$287K +$287K +1,042 New
LOPW
798
Live Oak Private Wealth
North Carolina
$287K +$2.2K +8 +0.8%
KV
799
Kickstand Ventures
New York
$286K – – –
SFC
800
Strategic Financial Concepts
Texas
$286K +$276K +28,366 +2,725%
30 31
32
33 34