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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 %
CRWM
826
Castle Rock Wealth Management
California
$272K +$797 +3 +0.3%
QCG
827
Quadrant Capital Group
Ohio
$271K -$33.3K -121 -11%
BWM
828
BNC Wealth Management
Oregon
$271K -$20.9K -76 -7%
PWW
829
Pettyjohn Wood & White
Virginia
$270K – – –
JCM
830
Jacobi Capital Management
Pennsylvania
$269K +$19.3K +70 +8%
LW
831
Linscomb Wealth
Texas
$267K +$28.4K +103 +12%
KIG
832
Kowal Investment Group
Wisconsin
$267K -$6.88K -25 -3%
ONB
833
Old National Bancorp
Indiana
$267K -$181K -657 -40%
FMWA
834
Forvis Mazars Wealth Advisors
Missouri
$266K +$266K +967 New
SLC
835
Second Line Capital
Louisiana
$265K +$12.9K +47 +5%
FSA
836
Financial Security Advisor
Virginia
$265K +$1.38K +5 +0.5%
KPWS
837
Kestra Private Wealth Services
Texas
$264K -$391K -1,420 -60%
AF
838
Aviso Financial
Ontario, Canada
$264K +$264K +959 New
WA
839
Waverly Advisors
Alabama
$264K +$264K +958 New
JSAM
840
J. Safra Asset Management
New York
$263K +$39.1K +142 +17%
SXL
841
Summit X LLC
Missouri
$263K – – –
MWM
842
Modera Wealth Management
New Jersey
$263K +$275 +1 +0.1%
SMG
843
Smart Money Group
Texas
$262K +$1.39K +5 +0.5%
MS
844
Marshall & Sullivan
Washington
$262K – – –
PP
845
Pegasus Partners
Wisconsin
$262K – – –
TWM
846
Tradition Wealth Management
Minnesota
$261K +$1.38K +5 +0.5%
Walleye Capital
847
Walleye Capital
New York
$261K +$259K +941 +15,683%
AP
848
Americana Partners
Texas
$260K -$49.8K -181 -16%
TW
849
TrinityPoint Wealth
Connecticut
$260K -$8.26K -30 -3%
PMG
850
Private Management Group
California
$259K – – –
32 33
34
35 36