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Rockwell Automation
ROK

Overview Fund Activity

1,149 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, 372 increasing their positions, 434 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.62%
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
372
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$153M
2
Amundi
Amundi
France
$437M
3
IP
Interval Partners
New York
$0
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
$4.97M
5
APG Asset Management
APG Asset Management
Netherlands
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
801
Live Oak Private Wealth
North Carolina
$279K – – –
KV
802
Kickstand Ventures
New York
$279K – – –
PL
803
Plancorp LLC
Missouri
$276K +$1.61K +6 +0.6%
DS
804
DRW Securities
Illinois
$275K +$275K +1,026 New
P
805
Pitcairn
Pennsylvania
$275K -$36K -134 -12%
CRWM
806
Castle Rock Wealth Management
California
$273K – – –
SIMG
807
Sonora Investment Management Group
Arizona
$273K +$9.93K +37 +4%
CAC
808
Certified Advisory Corp
Florida
$272K +$1.07K +4 +0.4%
CIAS
809
Capital Investment Advisory Services
North Carolina
$271K – – –
MIS
810
Morningstar Investment Services
Illinois
$271K -$128K -473 -32%
WP
811
WealthPLAN Partners
Nebraska
$270K -$20.4K -76 -7%
KA
812
Kooman & Associates
Pennsylvania
$270K – – –
CT
813
Chicago Trust
Illinois
$270K -$10.7K -40 -4%
BCM
814
Brookstone Capital Management
Illinois
$269K -$2.42K -9 -0.9%
WP
815
WMS Partners
Maryland
$269K -$7.25K -27 -3%
FWM
816
FMB Wealth Management
California
$269K +$268 +1 +0.1%
JSSH
817
J. Safra Sarasin Holding
$268K -$599K -2,232 -69%
FFS
818
Founders Financial Securities
Maryland
$268K – – –
ECM
819
Estabrook Capital Management
New York
$268K – – –
WSC
820
Wellington Shields & Co
New York
$268K – – –
RIM
821
RW Investment Management
Idaho
$268K – – –
SC
822
Syon Capital
California
$268K +$24.4K +91 +10%
SDIC
823
South Dakota Investment Council
South Dakota
$268K +$268K +1,000 New
BWM
824
BKM Wealth Management
Wisconsin
$268K +$268K +998 New
Cohen & Steers
825
Cohen & Steers
New York
$267K +$39.1K +146 +17%
31 32
33
34 35