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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.

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 %
PAI
1051
Pittenger & Anderson Inc
Nebraska
$20.1K – – –
PB
1052
Pinnacle Bancorp
Nebraska
$19.9K – – –
PAG
1053
Paladin Advisory Group
Iowa
$19.9K – – –
RTC
1054
Riverview Trust Company
Washington
$19.3K -$6.71K -25 -26%
NMG
1055
New Millennium Group
Utah
$19.1K – – –
CAL
1056
Capital Advisors Ltd
Ohio
$19K +$271 +1 +1%
EIM
1057
Essex Investment Management
Massachusetts
$18.8K – – –
DAM
1058
Delta Asset Management
Tennessee
$18.3K – – –
GWM
1059
Geneos Wealth Management
Colorado
$18K +$11.3K +42 +168%
MHR
1060
Matthew Hamilton Rosenberg
$17.5K +$4.3K +16 +33%
GBT
1061
Grove Bank & Trust
Florida
$17.5K +$7.52K +28 +76%
W
1062
WealthCollab
Washington
$17.2K – – –
GPFA
1063
Game Plan Financial Advisors
Ohio
$17.2K – – –
WPA
1064
West Paces Advisors
Georgia
$15.6K – – –
JIP
1065
Jaffetilchin Investment Partners
Florida
$14.9K +$14.9K +55 New
EWP
1066
Elevation Wealth Partners
California
$14.5K – – –
ITIM
1067
Indiana Trust & Investment Management
Indiana
$14.2K – – –
GKIM
1068
GW&K Investment Management
Massachusetts
$14K +$2.07K +8 +17%
WWM
1069
Wolff Wiese Magana
California
$13.7K – – –
IAIM
1070
International Assets Investment Management
Florida
$13.5K +$13.4K +933,025 +29,592%
MWM
1071
Mascoma Wealth Management
New Hampshire
$13.4K – – –
FFA
1072
Fairfield Financial Advisors
Massachusetts
$13.4K – – –
FMP
1073
Financial Management Professionals
Texas
$13K +$4.43K +16 +52%
AT
1074
Arlington Trust
Alabama
$12.1K – – –
SFA
1075
Semmax Financial Advisors
North Carolina
$12.1K – – –
41 42
43
44 45