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Rockwell Automation
ROK

Overview Fund Activity

1,129 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,129
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
425
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.71B
2
IP
2
Interval Partners
New York
$53.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$247M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$545M
5
Holocene Advisors
5
Holocene Advisors
New York
$43.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.5M
2
Capital World Investors
2
Capital World Investors
California
$1.5B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$152M
4
Amundi
4
Amundi
France
$586M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.86B
Name Market Value Shares Shares
Change 		Shares
Change %
OKSA
901
O'Keefe Stevens Advisory
New York
$229K 800 – –
WTFG
902
Wells Trecaso Financial Group
Ohio
$229K 800 – –
D
903
Diversified
Delaware
$229K 800 +800 New
AWM
904
Aries Wealth Management
Maine
$228K 783 +50 +7%
Parallax Volatility Advisers
905
Parallax Volatility Advisers
California
$226K 792 +676 +583%
MFS
906
Mirabella Financial Services
United Kingdom
$226K 791 +791 New
RIA
907
Regal Investment Advisors
Michigan
$225K 788 -67 -8%
OR
908
Olympiad Research
Connecticut
$224K 785 +785 New
PAM
909
Panagora Asset Management
Massachusetts
$224K 784 +2 +0.3%
VAS
910
Valicenti Advisory Services
New York
$224K 785 +785 New
APWM
911
Argonautica Private Wealth Management
Massachusetts
$223K 781 – –
FGA
912
Fortis Group Advisors
New Jersey
$223K 759 +3 +0.4%
MF
913
Magnetar Financial
Illinois
$222K 778 +778 New
CWG
914
Cornerstone Wealth Group
North Carolina
$222K 775 +15 +2%
GA
915
Geller Advisors
New York
$221K 774 -55 -7%
MWM
916
Merriman Wealth Management
Washington
$219K 767 -35 -4%
CFG
917
Carr Financial Group
Massachusetts
$219K 830 +80 +11%
ZIMP
918
Zimmermann Investment Management & Planning
Pennsylvania
$218K 762 +3 +0.4%
LIA
919
LS Investment Advisors
Michigan
$217K 760 – –
PP
920
Paloma Partners
Connecticut
$217K 760 +760 New
SCM
921
Shelton Capital Management
Colorado
$217K 758 – –
HR
922
Howe & Rusling
New York
$216K 757 – –
MG
923
Mather Group
Illinois
$215K 752 +127 +20%
IFA
924
Index Fund Advisors
California
$214K 750 +750 New
TFM
925
TFC Financial Management
Massachusetts
$214K 748 – –
35 36
37
38 39