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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 %
GLR
926
Great Lakes Retirement
Ohio
$213K 746 -88 -11%
HCM
927
Hollencrest Capital Management
California
$213K 744 – –
SC
928
Syon Capital
California
$213K 744 +744 New
BJL
929
Brighton Jones LLC
Washington
$213K 744 +744 New
GRP
930
Global Retirement Partners
California
$212K 735 +18 +3%
JSAM
931
J. Safra Asset Management
New York
$212K 740 – –
NB
932
Nicolet Bankshares
Wisconsin
$211K 738 -50 -6%
ST
933
Sabal Trust
Florida
$210K 736 – –
GWWM
934
Great Waters Wealth Management
Minnesota
$209K 721 – –
STA
935
Summit Trail Advisors
New York
$207K 723 +34 +5%
DIM
936
Delta Investment Management
California
$206K 722 +722 New
RWM
937
Ritholtz Wealth Management
New York
$206K 722 -398 -36%
FFA
938
Founders Financial Alliance
North Carolina
$206K 720 -62 -8%
PAI
939
Pittenger & Anderson Inc
Nebraska
$206K 720 +24 +3%
CFA
940
CWS Financial Advisors
Michigan
$206K 719 -90 -11%
PP
941
PDS Planning
Ohio
$206K 719 +15 +2%
HBT
942
Hills Bank & Trust
Iowa
$205K 717 – –
EBT
943
Enterprise Bank & Trust
Massachusetts
$205K 716 – –
HT
944
Headlands Technologies
Illinois
$204K 714 +714 New
AG
945
Advocate Group
Minnesota
$203K 711 -478 -40%
WFAG
946
Wescott Financial Advisory Group
Pennsylvania
$203K 710 +710 New
CI
947
CX Institutional
Indiana
$203K 709 -10 -1%
AI
948
Accredited Investors
Minnesota
$202K 706 +2 +0.3%
TC
949
TownSquare Capital
Utah
$202K 705 +705 New
PFA
950
Professional Financial Advisors
Nebraska
$200K 700 – –
36 37
38
39 40