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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 %
AA
976
AlphaMark Advisors
Kentucky
$131K 457 -27 -6%
AGWCA
977
Annis Gardner Whiting Capital Advisors
Florida
$127K 445 +445 New
ADL
978
Asset Dedication LLC
California
$124K 436 – –
WTA
979
Washington Trust Advisors
Massachusetts
$124K 433 – –
PO
980
Private Ocean
California
$120K 419 – –
TIM
981
Thompson Investment Management
Wisconsin
$114K 400 – –
AA
982
Alta Advisers
United Kingdom
$114K 400 – –
MIHAS
983
Maj Invest Holding A/S
Denmark
$114K 400 – –
HGERS
984
Householder Group Estate & Retirement Specialist
Arizona
$113K 395 +395 New
ST
985
Smithfield Trust
Pennsylvania
$113K 399 -458 -53%
FCAS
986
First Command Advisory Services
Texas
$101K 353 +353 New
WSCM
987
Wellington Shields Capital Management
New York
$100K 350 +100 +40%
KFP
988
KB Financial Partners
New Jersey
$99K 347 +55 +19%
NIMI
989
Natixis Investment Managers International
France
$97.5K 341 -23 -6%
Jones Financial Companies
990
Jones Financial Companies
Missouri
$95.8K 335 +272 +432%
PFBT
991
Parkside Financial Bank & Trust
Missouri
$92.9K 325 -32 -9%
CFGS
992
Concourse Financial Group Securities
Alabama
$91.8K 321 +29 +10%
CT
993
Colonial Trust
South Carolina
$91.3K 300 – –
BIA
994
Bell Investment Advisors
California
$86.6K 303 +175 +137%
HC
995
Hoese & Co
Minnesota
$85.8K 300 – –
KC
996
Kenfarb & Co
Kentucky
$79.2K 277 – –
MAM
997
Magellan Asset Management
Australia
$76.6K 268 – –
GWS
998
Glassman Wealth Services
Virginia
$76.3K 267 -1 -0.4%
RFA
999
Resurgent Financial Advisors
Georgia
$76.3K 267 +3 +1%
VCM
1000
Versant Capital Management
Arizona
$75.2K 263 – –
38 39
40
41 42