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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$153M
2
Amundi
2
Amundi
France
$437M
3
IP
3
Interval Partners
New York
$0
4
BMSSC
4
B. Metzler seel. Sohn & Co
Germany
$4.97M
5
APG Asset Management
5
APG Asset Management
Netherlands
$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
851
Conning Inc
Connecticut
$249K -$537 -2 -0.2%
CCC
852
Chelsea Counsel Company
California
$248K -$201K -750 -45%
PPWM
853
Paragon Private Wealth Management
Kentucky
$248K +$248K +922 New
BWP
854
BSW Wealth Partners
Colorado
$247K +$4.29K +16 +2%
BCIM
855
Bishop & Co Investment Management
Pennsylvania
$246K – – –
EH
856
Equitable Holdings
New York
$245K +$245K +912 New
IIC
857
Ironwood Investment Counsel
Arizona
$244K -$53.7K -200 -18%
HI
858
Hudock Inc
Pennsylvania
$244K +$537 +2 +0.2%
DI
859
Diligent Investors
California
$244K +$269 +1 +0.1%
FPAS
860
Focus Partners Advisor Solutions
Missouri
$243K -$104K -388 -30%
TW
861
TrinityPoint Wealth
Connecticut
$242K -$11K -41 -4%
CWS
862
Confluence Wealth Services
Pennsylvania
$242K -$218K -813 -47%
PHWM
863
Pine Harbor Wealth Management
Maryland
$242K – – –
CCT
864
Capital City Trust
Florida
$240K – – –
RSWM
865
Robertson Stephens Wealth Management
California
$239K +$239K +892 New
PMG
866
Private Management Group
California
$239K -$13.4K -50 -5%
SMG
867
Smart Money Group
Texas
$239K -$12K -45 -5%
FFA
868
Fragasso Financial Advisors
Pennsylvania
$236K -$108K -403 -31%
MKA
869
M. Kulyk & Associates
Georgia
$235K – – –
FA
870
Fiduciary Alliance
South Carolina
$234K +$234K +873 New
EFL
871
ERn Financial LLC
Wisconsin
$234K +$806 +3 +0.3%
BCV
872
Banque Cantonale Vaudoise
Switzerland
$234K -$1.21M -4,507 -84%
BWP
873
Barlow Wealth Partners
Kentucky
$234K – – –
KFI
874
Key Financial Inc
Pennsylvania
$233K +$805 +3 +0.3%
CCT
875
Chemung Canal Trust
New York
$233K -$199K -742 -46%
33 34
35
36 37