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Rockwell Automation
ROK

Overview Fund Activity

1,104 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+52
Holders Change %
+4.94%
% of All Funds
17.67%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
131
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$477M
2
Invesco
Invesco
Georgia
$349M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$774M
4
Artisan Partners
Artisan Partners
Wisconsin
$89.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$51.4M
2
CIP
Champlain Investment Partners
Vermont
$201M
3
Amundi
Amundi
France
$531M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$354M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
1076
Sittner & Nelson
Oregon
$3.82K +$3.82K +13 New
ECM
1077
Everence Capital Management
Indiana
$3.73K -$326 -1,110 -8%
RI
1078
Ridgewood Investments
New Jersey
$3.67K +$3.67K +13 New
AWM
1079
Abound Wealth Management
Tennessee
$3.53K – – –
DI
1080
Disciplined Investments
Oklahoma
$3.52K – – –
JGIA
1081
Jackson Grant Investment Advisers
Connecticut
$3.52K +$3.52K +12 New
TIM
1082
Tortoise Investment Management
New York
$3.23K – – –
SIC
1083
Salem Investment Counselors
North Carolina
$2.94K -$57.2K -195 -95%
AP
1084
Atwood & Palmer
Missouri
$2.94K – – –
BAM
1085
Bellevue Asset Management
Washington
$2.93K – – –
JFA
1086
JNBA Financial Advisors
Minnesota
$2.64K – – –
TFA
1087
Toth Financial Advisory
Virginia
$2.64K +$2.64K +9 New
NFSG
1088
Newbridge Financial Services Group
Florida
$2.64K -$587 -2 -18%
Point72 Asset Management
1089
Point72 Asset Management
Connecticut
$2.35K +$2.35K +8 New
MCM
1090
Manchester Capital Management
Vermont
$2.06K – – –
TCA
1091
Trifecta Capital Advisors
Illinois
$1.76K – – –
LFG
1092
Larson Financial Group
Missouri
$1.62K +$269 +1 +20%
IG
1093
ING Group
Netherlands
$1.47K -$329K -1,121 -100%
BWL
1094
Bogart Wealth LLC
Virginia
$1.47K -$1.47K -5 -50%
CWC
1095
Carolinas Wealth Consulting
North Carolina
$1.17K – – –
GTAM
1096
Global Trust Asset Management
Florida
$1.17K – – –
ME
1097
McIlrath & Eck
Washington
$1.17K +$1.17K +4 New
GM
1098
GeoWealth Management
Illinois
$1K +$1K +4 New
SIA
1099
SkyView Investment Advisors
New Jersey
$1K +$1K +4 New
SWA
1100
SOA Wealth Advisors
New York
$595 – – –
42 43
44
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