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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 %
BAAM
1101
Baker Avenue Asset Management
California
$4.86K 17 +6 +55%
AWM
1102
Abound Wealth Management
Tennessee
$4.01K 14 -5 -26%
SN
1103
Sittner & Nelson
Oregon
$3.72K 13 – –
ECM
1104
Everence Capital Management
Indiana
$3.63K 12,698 – –
MCM
1105
Manchester Capital Management
Vermont
$3.43K 12 – –
JGIA
1106
Jackson Grant Investment Advisers
Connecticut
$3.43K 12 – –
TIM
1107
Tortoise Investment Management
New York
$3.43K 12 +1 +9%
AP
1108
Atwood & Palmer
Missouri
$2.86K 10 – –
SIC
1109
Salem Investment Counselors
North Carolina
$2.86K 10 – –
JFA
1110
JNBA Financial Advisors
Minnesota
$2.57K 9 – –
NFSG
1111
Newbridge Financial Services Group
Florida
$2.57K 9 – –
CSC
1112
Caldwell Sutter Capital
California
$2.57K 9 – –
CAM
1113
ClariVest Asset Management
California
$2K 6 – –
TCA
1114
Trifecta Capital Advisors
Illinois
$1.72K 6 – –
LFG
1115
Larson Financial Group
Missouri
$1.58K 6 -35 -85%
BWL
1116
Bogart Wealth LLC
Virginia
$1.43K 5 -5 -50%
GTAM
1117
Global Trust Asset Management
Florida
$1.14K 4 – –
Legacy Financial Group (Iowa)
1118
Legacy Financial Group (Iowa)
Iowa
$1.14K 4 +4 New
PCTC
1119
Perkins Coie Trust Company
Washington
$1.14K 4 +4 New
CWC
1120
Carolinas Wealth Consulting
North Carolina
$1.05K 4 – –
TSWM
1121
Tyler-Stone Wealth Management
Ohio
$1K 5 – –
AW
1122
Avion Wealth
Texas
$1K 6 +6 New
BCIM
1123
Bishop & Co Investment Management
Pennsylvania
– – -302,435 Closed
SWA
1124
SOA Wealth Advisors
New York
$582 2 – –
RFA
1125
Register Financial Advisors
Georgia
$574 2 +2 New
43 44
45
46 47