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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 %
EBA
1026
Eagle Bay Advisors
New York
$53.2K 186 +5 +3%
M
1027
MOTCO
Texas
$52.3K 183 – –
BTI
1028
Blue Trust Inc
Georgia
$52K 160 +8 +5%
SFG
1029
Steward Financial Group
Texas
$47K 165 -1 -0.6%
CSWM
1030
Cassady Schiller Wealth Management
Ohio
$45.7K 160 – –
AAP
1031
Arax Advisory Partners
Colorado
$43.1K 151 +1 +0.7%
IWP
1032
IAG Wealth Partners
Wisconsin
$42.6K 149 – –
First Manhattan
1033
First Manhattan
New York
$41.2K 144 +50 +53%
CBT
1034
Central Bank & Trust
Kentucky
$40.6K 142 – –
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.3K 141 – –
DMBA
1036
Deseret Mutual Benefit Administrators
Utah
$39.5K 138 -29 -17%
LS
1037
Livforsakringsbolaget Skandia
Sweden
$38.3K 134 – –
GGI
1038
Godsey & Gibb Inc
Virginia
$35.7K 125 – –
PFA
1039
Pathway Financial Advisers
Indiana
$35.4K 124 +124 New
CB
1040
Community Bank
New York
$34.3K 120 – –
MCM
1041
MV Capital Management
Maryland
$32.9K 115 +37 +47%
FP
1042
Financial Perspectives
Minnesota
$32K 112 – –
GBT
1043
Grove Bank & Trust
Florida
$30.3K 106 -308 -74%
BCM
1044
BluePath Capital Management
Georgia
$29.4K 103 +103 New
DAM
1045
Delta Asset Management
Tennessee
$29.2K 102 – –
GWSG
1046
GPS Wealth Strategies Group
Colorado
$28.9K 101 – –
GEA
1047
Glen Eagle Advisors
New Jersey
$28.9K 101 +32 +46%
PFP
1048
Pinnacle Financial Partners
Tennessee
$28.6K 100 -725 -88%
KC
1049
Knuff & Co
California
$28.6K 100 – –
PWMG
1050
Provence Wealth Management Group
California
$27.2K 95 +95 New
40 41
42
43 44