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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 %
EB
826
Eastern Bank
Massachusetts
$266K +$266K +990 New
AFG
827
ABLE Financial Group
Arizona
$266K – – –
KFS
828
Kelly Financial Services
Massachusetts
$265K -$1.34K -5 -0.5%
CIA
829
Concurrent Investment Advisors
Florida
$265K -$1.34K -5 -0.5%
PWW
830
Pettyjohn Wood & White
Virginia
$264K – – –
SPIA
831
Steward Partners Investment Advisory
New York
$263K -$21.5K -80 -8%
PCM
832
Prelude Capital Management
New York
$262K +$262K +977 New
LW
833
Linscomb Wealth
Texas
$260K -$537 -2 -0.2%
FSA
834
Financial Security Advisor
Virginia
$260K +$1.34K +5 +0.5%
KA
835
KLCM Advisors
Wisconsin
$259K -$41.3K -154 -14%
KIG
836
Kowal Investment Group
Wisconsin
$259K -$1.34K -5 -0.5%
SLC
837
Second Line Capital
Louisiana
$259K – – –
TWM
838
Tradition Wealth Management
Minnesota
$257K +$1.61K +6 +0.6%
CCM
839
Chilton Capital Management
Texas
$256K -$85.4K -318 -25%
MS
840
Marshall & Sullivan
Washington
$255K – – –
PP
841
Pegasus Partners
Wisconsin
$255K – – –
Empower Advisory Group
842
Empower Advisory Group
Colorado
$254K -$11.5K -43 -4%
NS
843
NBC Securities
Alabama
$254K -$15.8K -59 -6%
SWM
844
SeaCrest Wealth Management
New York
$254K -$73K -272 -22%
AP
845
Americana Partners
Texas
$254K – – –
MWM
846
Modera Wealth Management
New Jersey
$253K -$3.22K -12 -1%
QCG
847
Quadrant Capital Group
Ohio
$252K -$12.6K -47 -5%
PS
848
Principal Securities
Iowa
$251K +$2.95K +11 +1%
AF
849
Aviso Financial
Ontario, Canada
$249K -$8.05K -30 -3%
WA
850
Waverly Advisors
Alabama
$249K -$8.32K -31 -3%
32 33
34
35 36