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Rockwell Automation
ROK

Overview Fund Activity

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Market Value Shares Shares
Change 		Shares
Change %
IRC
1101
Investors Research Corp
Georgia
$4.94K 15 – –
SIC
1102
SJS Investment Consulting
Ohio
$4.61K 14 -2 -13%
SN
1103
Sittner & Nelson
Oregon
$4.28K 13 – –
RI
1104
Ridgewood Investments
New Jersey
$4.12K 13 – –
MCM
1105
Manchester Capital Management
Vermont
$3.95K 12 +5 +71%
JGIA
1106
Jackson Grant Investment Advisers
Connecticut
$3.95K 12 – –
BAAM
1107
Baker Avenue Asset Management
California
$3.62K 11 -27 -71%
DI
1108
Disciplined Investments
Oklahoma
$3.62K 11 -1 -8%
TIM
1109
Tortoise Investment Management
New York
$3.62K 11 – –
SIC
1110
Salem Investment Counselors
North Carolina
$3.3K 10 – –
AP
1111
Atwood & Palmer
Missouri
$3.3K 10 – –
BWL
1112
Bogart Wealth LLC
Virginia
$3.3K 10 +5 +100%
AFG
1113
Albion Financial Group
Utah
$3.3K 10 +10 New
SIA
1114
SkyView Investment Advisors
New Jersey
$3K 8 +4 +100%
Loomis, Sayles & Company
1115
Loomis, Sayles & Company
Massachusetts
$3K 8 +8 New
PVH
1116
Psagot Value Holdings
Israel
$3K 10 +10 New
JFA
1117
JNBA Financial Advisors
Minnesota
$2.97K 9 – –
NFSG
1118
Newbridge Financial Services Group
Florida
$2.97K 9 – –
CSC
1119
Caldwell Sutter Capital
California
$2.97K 9 +9 New
TSWM
1120
Tyler-Stone Wealth Management
Ohio
$2K 5 +5 New
CAM
1121
ClariVest Asset Management
California
$2K 6 +6 New
TCA
1122
Trifecta Capital Advisors
Illinois
$1.98K 6 – –
FGAM
1123
Financial Gravity Asset Management
Texas
$1.87K 329 +36 +12%
BAM
1124
Bellevue Asset Management
Washington
$1.65K 5 -5 -50%
NC
1125
NewSquare Capital
Pennsylvania
$1.32K 4 -42 -91%
43 44
45
46 47