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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 %
SIMG
801
Sonora Investment Management Group
Arizona
$286K – – –
P
802
&Partners
Tennessee
$285K +$285K +1,036 New
GIA
803
Gladstone Institutional Advisory
Florida
$285K +$13.5K +49 +5%
WP
804
WMS Partners
Maryland
$284K +$7.98K +29 +3%
MOS
805
MGO One Seven
Ohio
$282K -$103K -375 -27%
SFG
806
SevenBridge Financial Group
Pennsylvania
$281K -$12.5K -50 -4%
PL
807
Plancorp LLC
Missouri
$281K +$3.03K +11 +1%
PCA
808
Prosperity Capital Advisors
Ohio
$279K -$116K -421 -29%
CFFP
809
Center for Financial Planning
Michigan
$279K – – –
CIAS
810
Capital Investment Advisory Services
North Carolina
$278K – – –
CAC
811
Certified Advisory Corp
Florida
$277K – – –
KA
812
Kooman & Associates
Pennsylvania
$277K +$277K +1,005 New
NS
813
NBC Securities
Alabama
$276K -$53.8K -196 -16%
FWM
814
FMB Wealth Management
California
$276K +$275 +1 +0.1%
WWP
815
Walden Wealth Partners
Ohio
$275K – – –
BOH
816
Bank of Hawaii
Hawaii
$275K – – –
FFS
817
Founders Financial Securities
Maryland
$275K – – –
ECM
818
Estabrook Capital Management
New York
$275K – – –
WSC
819
Wellington Shields & Co
New York
$275K – – –
RIM
820
RW Investment Management
Idaho
$275K – – –
CW
821
CreativeOne Wealth
Kansas
$273K -$78.4K -285 -22%
KFS
822
Kelly Financial Services
Massachusetts
$273K +$4.68K +17 +2%
Empower Advisory Group
823
Empower Advisory Group
Colorado
$273K -$36.3K -132 -12%
CIA
824
Concurrent Investment Advisors
Florida
$272K +$12.1K +44 +5%
AFG
825
ABLE Financial Group
Arizona
$272K -$1.1K -4 -0.4%
31 32
33
34 35