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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 %
CFFP
876
Center for Financial Planning
Michigan
$233K -$38.9K -145 -14%
FBFS
877
First Business Financial Services
Wisconsin
$233K – – –
LS
878
Livforsakringsbolaget Skandia
Sweden
$232K +$163K +609 +239%
CPCP
879
Cedar Point Capital Partners
Iowa
$231K -$166K -620 -42%
AI
880
Accredited Investors
Minnesota
$229K +$32.7K +122 +17%
PAS
881
Professional Advisory Services
Florida
$228K – – –
BFS
882
Bradley Foster & Sargent
Connecticut
$227K +$2.95K +11 +1%
SAW
883
Signal Advisors Wealth
Michigan
$226K +$4.03K +15 +2%
FG
884
Foster Group
Iowa
$226K +$537 +2 +0.2%
GL
885
Graypoint LLC
New York
$225K +$29K +108 +15%
CFG
886
Carr Financial Group
Massachusetts
$225K +$806 +3 +0.4%
CCA
887
Cobblestone Capital Advisors
New York
$224K -$134K -500 -37%
EGA
888
Eagle Global Advisors
Texas
$221K – – –
FWM
889
Foguth Wealth Management
Michigan
$221K -$1.86K -7 -0.8%
FL
890
Fort LP
Maryland
$220K +$268 +1 +0.1%
BCM
891
Bayesian Capital Management
New York
$219K +$219K +815 New
CAG
892
Crestwood Advisors Group
Massachusetts
$218K +$2.15K +8 +1%
HH
893
Hilltop Holdings
Texas
$216K -$64.9K -242 -23%
HL
894
HeadInvest LLC
Maine
$216K – – –
FMLI
895
Fukoku Mutual Life Insurance
Japan
$216K – – –
BIG
896
Brooklyn Investment Group
New York
$216K +$2.95K +11 +1%
GLA
897
Great Lakes Advisors
Illinois
$216K -$35.4K -132 -14%
ACM
898
Advance Capital Management
Michigan
$216K +$805 +3 +0.4%
SMA
899
Seven Mile Advisory
New Jersey
$215K +$8.59K +32 +4%
CSPIA
900
Cary Street Partners Investment Advisory
Virginia
$215K -$1.34K -5 -0.6%
34 35
36
37 38