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Rockwell Automation
ROK

Overview Fund Activity

1,145 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 118 closing their positions.

Holders
1,145
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
398
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$277M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$215M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$616M
4
VanEck Associates
4
VanEck Associates
New York
$210M
5
Charles Schwab
5
Charles Schwab
California
$321M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$166M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$4.08M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$1.94M
4
Bank of America
4
Bank of America
North Carolina
$400M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
FG
1101
Fairman Group
Pennsylvania
$3.3K 12 – –
CP
1102
Castleview Partners
Texas
$3.3K 12 +12 New
BAM
1103
Byrne Asset Management
New Jersey
$3.21K 12 – –
CWM
1104
Cedar Wealth Management
California
$3.03K 11 – –
CAM
1105
Creekmur Asset Management
Illinois
$3.03K 11 +10 +1,000%
ECM
1106
Everence Capital Management
Indiana
$2.9K 10,708 – –
CFD
1107
Creative Financial Designs
Indiana
$2.75K 10 -20 -67%
SWS
1108
SYSTM Wealth Solutions
Illinois
$2.75K 10 – –
SIC
1109
Salem Investment Counselors
North Carolina
$2.75K 10 – –
TFIPS
1110
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.75K 10 – –
SGC
1111
Slocum, Gordon & Co
Rhode Island
$2.75K 10 +10 New
CSC
1112
Caldwell Sutter Capital
California
$2.48K 9 – –
TAM
1113
Tucker Asset Management
Colorado
$2.48K 9 – –
JFA
1114
JNBA Financial Advisors
Minnesota
$2.48K 9 – –
MIM
1115
Macroview Investment Management
Maryland
$2.2K 8 – –
CAC
1116
Core Alternative Capital
Georgia
$2.2K 8 – –
AFWM
1117
Abich Financial Wealth Management
Virginia
$2.2K 8 +8 New
AIM
1118
Anchor Investment Management
South Carolina
$1.93K 7 – –
HCM
1119
Hollencrest Capital Management
California
$1.93K 7 – –
TIM
1120
Tortoise Investment Management
New York
$1.65K 6 -2 -25%
TCA
1121
Trifecta Capital Advisors
Illinois
$1.65K 6 – –
PMFA
1122
Plante Moran Financial Advisors
Michigan
$1.65K 6 +6 New
TFF
1123
The Family Firm
Maryland
$1.56K 6 +6 New
WIA
1124
Wetzel Investment Advisors
Indiana
$1.46K 5 – –
RAM
1125
Riggs Asset Management
Pennsylvania
$1.38K 5 – –
43 44
45
46 47