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Rockwell Automation
ROK

Overview Fund Activity

1,148 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, 371 increasing their positions, 434 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.61%
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
371
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 %
ATC
1001
Advantage Trust Company
Kansas
$53.7K – – –
BLC
1002
Brown, Lisle/Cummings
Rhode Island
$53.7K – – –
OSNBOA
1003
Old Second National Bank of Aurora
Illinois
$53.7K – – –
OP
1004
ORG Partners
Indiana
$52.6K -$45.9K -171 -47%
EBA
1005
Eagle Bay Advisors
New York
$52.6K – – –
MAM
1006
Magellan Asset Management
Australia
$52.4K -$9.13K -34 -15%
TFGT
1007
TS Financial Group (TSFG)
Illinois
$51K +$268 +1 +0.5%
M
1008
MOTCO
Texas
$48.9K – – –
HWM
1009
Hemington Wealth Management
Virginia
$47K +$47K +177 New
MMG
1010
Monetary Management Group
Missouri
$47K – – –
AAP
1011
Arax Advisory Partners
Colorado
$46.3K +$5.11K +19 +12%
ZB
1012
Zions Bancorporation
Utah
$44K -$805 -3 -2%
CSWM
1013
Cassady Schiller Wealth Management
Ohio
$43K – – –
LFA
1014
Legend Financial Advisors
Pennsylvania
$40.3K -$9.93K -37 -20%
LWANC
1015
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.9K – – –
GGI
1016
Godsey & Gibb Inc
Virginia
$37.6K – – –
SIS
1017
Strategic Investment Solutions
Illinois
$34.6K – – –
DWM
1018
Darwin Wealth Management
Florida
$34.4K +$34.4K +128 New
IWP
1019
IAG Wealth Partners
Wisconsin
$33.3K -$6.71K -25 -17%
IAS
1020
IMA Advisory Services
Colorado
$33.3K +$33.3K +124 New
OC
1021
Oarsman Capital
Wisconsin
$32.2K +$32.2K +120 New
S
1022
Sachetta
Massachusetts
$31.8K +$24.2K +90 +321%
WI
1023
Wintrust Investments
Illinois
$31K -$329K -1,253 -91%
FP
1024
Financial Perspectives
Minnesota
$30.1K – – –
DMBA
1025
Deseret Mutual Benefit Administrators
Utah
$28.7K – – –
39 40
41
42 43