ROK icon

Rockwell Automation
ROK

Overview Fund Activity

1,137 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, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
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
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

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

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
926
Pallas Capital Advisors
Massachusetts
$217K +$217K +632 New
ICG
927
InterOcean Capital Group
Tennessee
$217K +$217K +657 New
CIP
928
Convergence Investment Partners
Florida
$216K +$216K +655 New
VF
929
Virtu Financial
New York
$215K -$499K -1,517 -70%
LC
930
Lindbrook Capital
California
$215K -$2.97K -9 -1%
STB
931
S&T Bank
Pennsylvania
$214K +$214K +650 New
DWM
932
Drive Wealth Management
Utah
$213K +$213K +647 New
SFO
933
Stokes Family Office
Louisiana
$211K +$211K +640 New
EWA
934
EverSource Wealth Advisors
Alabama
$210K -$2.97K -9 -1%
I
935
InceptionR
California
$207K +$207K +627 New
MG
936
Mather Group
Illinois
$206K +$206K +625 New
FIM
937
Freedom Investment Management
Connecticut
$206K +$206K +624 New
CFP
938
Catalyst Financial Partners
Massachusetts
$205K +$205K +621 New
MIM
939
Merrion Investment Management
New Jersey
$203K +$203K +616 New
SL
940
Sentinus LLC
Illinois
$202K +$202K +613 New
TIMH
941
Tilt Investment Management Holdings
New York
$201K +$201K +609 New
AC
942
Abbrea Capital
California
$200K +$200K +608 New
PAM
943
Paradigm Asset Management
New York
$198K +$198K +600 New
PI
944
PEAK6 Investments
Illinois
$190K -$307K -933 -62%
AWM
945
Avior Wealth Management
Nebraska
$188K +$3.29K +10 +2%
T
946
TOBAM
France
$184K – – –
MFA
947
McClarren Financial Advisors
Pennsylvania
$176K -$3.96K -12 -2%
CBC
948
Coombe, Bender & Co
New York
$176K -$24.7K -75 -12%
CSB
949
City State Bank
Iowa
$175K – – –
BBHC
950
Brown Brothers Harriman & Co
New York
$175K -$988 -3 -0.6%
36 37
38
39 40