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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 %
KC
1026
Knuff & Co
California
$26.8K – – –
KOCAA
1027
Knights of Columbus Asset Advisors
Connecticut
$26.8K – – –
PFP
1028
Pinnacle Financial Partners
Tennessee
$26.8K – – –
B
1029
Birchbrook
Maine
$26.8K – – –
JFGIW
1030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.8K +$26.8K +100 New
BWP
1031
Baldwin Wealth Partners
Massachusetts
$26.8K +$26.8K +100 New
CB
1032
Community Bank
New York
$26.8K – – –
RFS
1033
Richardson Financial Services
Massachusetts
$26.1K +$13K +48 +100%
CAL
1034
Capital Analysts LLC
Pennsylvania
$26K +$6.02K +22 +30%
FUBT
1035
First United Bank & Trust
Maryland
$25.8K -$632K -2,356 -96%
ATS
1036
Ashton Thomas Securities
New York
$25.5K +$25.5K +95 New
PFA
1037
Pathway Financial Advisers
Indiana
$24.6K – – –
TFIPS
1038
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.2K +$21.5K +80 +800%
MCM
1039
MV Capital Management
Maryland
$23.4K +$805 +3 +4%
CB
1040
CNB Bank
Pennsylvania
$23.1K – – –
GWSG
1041
GPS Wealth Strategies Group
Colorado
$23.1K – – –
BGAI
1042
Bruce G. Allen Investments
Colorado
$22.3K – – –
GEA
1043
Glen Eagle Advisors
New Jersey
$21.8K – – –
EDRH
1044
Edmond de Rothschild Holding
Switzerland
$21.5K – – –
FC
1045
Fairscale Capital
New Hampshire
$21.2K – – –
Kayne Anderson Rudnick Investment Management
1046
Kayne Anderson Rudnick Investment Management
California
$20.7K +$8.59K +32 +71%
SWM
1047
Sugarloaf Wealth Management
Georgia
$20.6K +$267 +1 +1%
RA
1048
Rise Advisors
New York
$20.4K – – –
FHA
1049
First Horizon Advisors
Tennessee
$20.1K -$16.9K -63 -46%
WBC
1050
West Branch Capital
Massachusetts
$20.1K – – –
40 41
42
43 44