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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 %
CNC
901
Citizens & Northern Corp
Pennsylvania
$215K – – –
WTFG
902
Wells Trecaso Financial Group
Ohio
$215K – – –
RWP
903
Revolve Wealth Partners
New Jersey
$215K +$805 +3 +0.4%
RWM
904
Ritholtz Wealth Management
New York
$214K +$214K +797 New
RA
905
Ruggaard & Associates
Ohio
$213K -$10.7K -40 -5%
Wellington Management Group
906
Wellington Management Group
Massachusetts
$212K +$14.5K +54 +7%
ACM
907
Aster Capital Management
United Arab Emirates
$212K +$212K +788 New
CCG
908
Catalina Capital Group
California
$211K +$8.86K +33 +4%
IWA
909
Icon Wealth Advisors
Texas
$210K – – –
BB
910
Busey Bank
Illinois
$210K +$268 +1 +0.1%
PAM
911
Panagora Asset Management
Massachusetts
$210K – – –
SC
912
Sapient Capital
Indiana
$210K +$4.3K +16 +2%
TFM
913
TFC Financial Management
Massachusetts
$210K +$9.4K +35 +5%
OR
914
Olympiad Research
Connecticut
$209K +$209K +779 New
ZIMP
915
Zimmermann Investment Management & Planning
Pennsylvania
$208K +$806 +3 +0.4%
LIM
916
Leavell Investment Management
Alabama
$207K -$94K -350 -31%
CCMG
917
Clark Capital Management Group
Pennsylvania
$205K – – –
Teacher Retirement System of Texas
918
Teacher Retirement System of Texas
Texas
$205K -$393K -1,464 -66%
BTI
919
Blue Trust Inc
Georgia
$205K +$96.9K +352 +90%
BWFA
920
Baltimore-Washington Financial Advisors
Maryland
$205K – – –
LIA
921
LS Investment Advisors
Michigan
$204K – – –
HR
922
Howe & Rusling
New York
$203K – – –
SW
923
Simplicity Wealth
New Jersey
$202K -$873K -3,252 -81%
JWA
924
JFS Wealth Advisors
Pennsylvania
$201K -$606K -2,259 -75%
MCM
925
Maple Capital Management
Vermont
$201K – – –
35 36
37
38 39