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Rockwell Automation
ROK

Overview Fund Activity

1,128 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
1,128
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
17.99%
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 %
EARNEST Partners
1076
EARNEST Partners
Georgia
$13.2K 46 – –
AIM
1077
Arcadia Investment Management
Michigan
$12.9K 45 – –
AP
1078
Arlington Partners
Alabama
$12.9K 45 – –
AT
1079
Arlington Trust
Alabama
$12.9K 45 +45 New
OLVIG
1080
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K 40 – –
APC
1081
Aspire Private Capital
North Carolina
$11.1K 39 – –
GFPC
1082
Global Financial Private Client
Florida
$11.1K 39 – –
FMP
1083
Financial Management Professionals
Texas
$11K 37 +6 +19%
AIC
1084
Archer Investment Corporation
Indiana
$10K 35 – –
GKIM
1085
GW&K Investment Management
Massachusetts
$10K 35 – –
MIM
1086
Macroview Investment Management
Maryland
$9.72K 34 -2 -6%
VAG
1087
VisionPoint Advisory Group
Texas
$8.01K 28 +27 +2,700%
IPW
1088
Impact Partnership Wealth
Georgia
$7.72K 27 +27 New
MAWCM
1089
Mine & Arao Wealth Creation & Management
California
$7.43K 26 – –
GWM
1090
Geneos Wealth Management
Colorado
$6.58K 23 – –
HIA
1091
Harbor Investment Advisory
Maryland
$6.29K 22 – –
TAM
1092
Tucker Asset Management
Colorado
$6.29K 22 +1 +5%
CFD
1093
Creative Financial Designs
Indiana
$5.79K 20 -20 -50%
BWAM
1094
Boyd Watterson Asset Management
Ohio
$5.72K 20 – –
IRC
1095
Investors Research Corp
Georgia
$5.43K 19 +4 +27%
AFG
1096
Albion Financial Group
Utah
$5.15K 18 +8 +80%
WOC
1097
West Oak Capital
California
$5K 18 – –
GM
1098
GeoWealth Management
Illinois
$5K 19 +19 New
TCM
1099
TD Capital Management
Tennessee
$4.88K 17 – –
MFT
1100
Moisand Fitzgerald Tamayo
Florida
$4.86K 17 – –
42 43
44
45 46