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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 %
MFT
1101
Moisand Fitzgerald Tamayo
Florida
$4.56K 17 – –
BWL
1102
Bogart Wealth LLC
Virginia
$4.56K 17 +12 +240%
CHA
1103
Carmichael Hill & Associates
Maryland
$4.48K 17 +17 New
AWM
1104
Abound Wealth Management
Tennessee
$4.3K 16 – –
TSMHT
1105
Thurston Springer Miller Herd & Titak
Indiana
$4.3K 16 – –
SN
1106
Sittner & Nelson
Oregon
$3.49K 13 – –
RI
1107
Ridgewood Investments
New Jersey
$3.36K 13 – –
FG
1108
Fairman Group
Pennsylvania
$3.22K 12 – –
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
$3.22K 12 – –
TIM
1110
Tortoise Investment Management
New York
$3.22K 12 +6 +100%
HWA
1111
Heritage Wealth Advisors
Virginia
$3.22K 12 +12 New
AW
1112
Avion Wealth
Texas
$3K 12 +6 +100%
CAM
1113
Creekmur Asset Management
Illinois
$2.95K 11 – –
HCP
1114
Hexagon Capital Partners
Arkansas
$2.69K 10 -9 -47%
SIC
1115
Salem Investment Counselors
North Carolina
$2.69K 10 – –
CFD
1116
Creative Financial Designs
Indiana
$2.69K 10 – –
CWC
1117
Carolinas Wealth Consulting
North Carolina
$2.69K 10 +5 +100%
SGC
1118
Slocum, Gordon & Co
Rhode Island
$2.68K 10 – –
JFA
1119
JNBA Financial Advisors
Minnesota
$2.42K 9 – –
CSC
1120
Caldwell Sutter Capital
California
$2.42K 9 – –
TAM
1121
Tucker Asset Management
Colorado
$2.42K 9 – –
MIM
1122
Macroview Investment Management
Maryland
$2.15K 8 – –
CAC
1123
Core Alternative Capital
Georgia
$2.15K 8 – –
HCM
1124
Hollencrest Capital Management
California
$1.88K 7 – –
MIA
1125
MeadowBrook Investment Advisors
Michigan
$1.88K 7 +7 New
43 44
45
46 47