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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 %
HGERS
976
Householder Group Estate & Retirement Specialist
Arizona
$92K +$268 +1 +0.3%
FNWA
977
Financial Network Wealth Advisors
Utah
$87.3K -$537 -2 -0.6%
GM
978
GeoWealth Management
Illinois
$83.2K +$83.2K +310 New
BIA
979
Bell Investment Advisors
California
$81.6K -$1.34K -5 -2%
NIMI
980
Natixis Investment Managers International
France
$81.3K – – –
Walleye Capital
981
Walleye Capital
New York
$77K -$177K -660 -70%
1IA
982
1620 Investment Advisors
Massachusetts
$77K -$98.5K -367 -56%
KFP
983
Keener Financial Planning
Texas
$74K – – –
O
984
Ossiam
France
$71.9K -$92.1K -343 -56%
OC
985
Oakworth Capital
Alabama
$71.7K – – –
VCM
986
Versant Capital Management
Arizona
$70.3K – – –
DJSG
987
D.J. St. Germain
Massachusetts
$70.3K – – –
SWM
988
Spire Wealth Management
Virginia
$68.6K -$2.69K -10 -4%
NECFA
989
New England Capital Financial Advisors
Connecticut
$67.2K – – –
WSCM
990
Wellington Shields Capital Management
New York
$67.1K -$26.8K -100 -29%
HBW
991
Hazlett, Burt & Watson
West Virginia
$67K +$269 +1 +0.4%
LWA
992
Lowe Wealth Advisors
Maryland
$66.6K – – –
IBOK
993
Independence Bank of Kentucky
Kentucky
$64.4K – – –
CA
994
Continuum Advisory
Idaho
$64.2K +$4.58K +16 +8%
DPW
995
DiNuzzo Private Wealth
Pennsylvania
$63.1K +$59.6K +222 +1,708%
SOW
996
State of Wyoming
Wyoming
$61.7K +$33K +123 +115%
BIM
997
Breakwater Investment Management
Washington
$60.7K – – –
CFGS
998
Concourse Financial Group Securities
Alabama
$60.7K -$15.3K -57 -20%
CFO
999
CVA Family Office
Colorado
$56.4K -$4.03K -15 -7%
RL
1000
Rogco LP
Oklahoma
$55K – – –
38 39
40
41 42