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Rockwell Automation
ROK

Overview Fund Activity

1,138 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 419 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.95%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
419
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$458M
3
Amundi
Amundi
France
$740M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$117M
5
BlackRock
BlackRock
New York
$3.01B

Top Sellers

1
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
VanEck Associates
New York
$22.2M
4
HL
Harding Loevner
New Jersey
$318M
5
Franklin Resources
Franklin Resources
California
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
OKSA
876
O'Keefe Stevens Advisory
New York
$264K – – –
TW
877
TrinityPoint Wealth
Connecticut
$261K +$261K +793 New
T
878
TRUADVICE
Florida
$261K +$5.69K +19 +2%
NB
879
Nicolet Bankshares
Wisconsin
$260K -$4.94K -15 -2%
MA
880
MCF Advisors
Kentucky
$259K -$45.8K -139 -15%
VI
881
Versor Investments
New York
$258K +$258K +783 New
FFA
882
Founders Financial Alliance
North Carolina
$258K +$5.93K +18 +2%
PAM
883
Panagora Asset Management
Massachusetts
$258K – – –
APWM
884
Argonautica Private Wealth Management
Massachusetts
$257K +$1.32K +4 +0.5%
LIA
885
LS Investment Advisors
Michigan
$250K -$128K -390 -34%
CWG
886
Cornerstone Wealth Group
North Carolina
$250K -$35.6K -108 -12%
ZIMP
887
Zimmermann Investment Management & Planning
Pennsylvania
$250K +$659 +2 +0.3%
SCM
888
Shelton Capital Management
Colorado
$250K – – –
HR
889
Howe & Rusling
New York
$249K – – –
FGA
890
Fortis Group Advisors
New Jersey
$249K -$988 -3 -0.4%
CFG
891
Carr Financial Group
Massachusetts
$247K +$247K +750 New
PTC
892
Philadelphia Trust Company
Pennsylvania
$247K -$32.9K -100 -12%
TFM
893
TFC Financial Management
Massachusetts
$246K -$20.1K -61 -8%
HCM
894
Hollencrest Capital Management
California
$245K – – –
CWA
895
CM Wealth Advisors
Ohio
$245K -$2.02M -6,075 -89%
JSAM
896
J. Safra Asset Management
New York
$244K – – –
CBFP
897
Cedar Brook Financial Partners
Ohio
$244K +$244K +739 New
ST
898
Sabal Trust
Florida
$242K – – –
AWM
899
Aries Wealth Management
Maine
$241K – – –
HDIM
900
Hanson & Doremus Investment Management
Vermont
$240K -$4.29K -13 -2%
34 35
36
37 38