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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
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$153M
3
Amundi
3
Amundi
France
$437M
4
IP
4
Interval Partners
New York
$0
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
HGA
1076
Hobbs Group Advisors
South Carolina
$11.8K 44 – –
GJWM
1077
Gilliland Jeter Wealth Management
Arkansas
$11.3K 42 – –
OLVIG
1078
Oliver Lagore Vanvalin Investment Group
Michigan
$10.7K 40 – –
APC
1079
Aspire Private Capital
North Carolina
$10.5K 39 – –
GXJ
1080
Global X Japan
Japan
$10.2K 38 +38 New
AIC
1081
Archer Investment Corporation
Indiana
$9.49K 35 – –
RCM
1082
Raleigh Capital Management
North Carolina
$8.61K 32 +6 +23%
MCM
1083
Manchester Capital Management
Vermont
$8.59K 32 -16 -33%
FFO
1084
Fortitude Family Office
Arizona
$8.32K 31 +10 +48%
AFWM
1085
Abich Financial Wealth Management
Virginia
$8.32K 31 +23 +288%
IHWM
1086
Iron Horse Wealth Management
Iowa
$8.05K 30 +15 +100%
GWP
1087
Gen-Wealth Partners
Michigan
$8K 30 +30 New
VWM
1088
Venturi Wealth Management
Texas
$7.79K 29 -18 -38%
DF
1089
Dunhill Financial
United Kingdom
$6.64K 25 -824 -97%
MFS
1090
Mattson Financial Services
Michigan
$6.61K 24 – –
QL
1091
Quarry LP
New York
$6.18K 23 -39 -63%
WB
1092
Webster Bank
Connecticut
$6.18K 23 – –
MAM
1093
Meeder Asset Management
Ohio
$5.91K 22 -50 -69%
HIA
1094
Harbor Investment Advisory
Maryland
$5.91K 22 -1 -4%
AIM
1095
Anchor Investment Management
South Carolina
$5.91K 22 +15 +214%
BWAM
1096
Boyd Watterson Asset Management
Ohio
$5.37K 20 – –
MCA
1097
Maryland Capital Advisors
Maryland
$5.1K 19 -1 -5%
IRC
1098
Investors Research Corp
Georgia
$5.1K 19 – –
PWMG
1099
Private Wealth Management Group
New Jersey
$5.1K 19 +1 +6%
SIC
1100
SJS Investment Consulting
Ohio
$4.57K 17 +2 +13%
42 43
44
45 46