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Rockwell Automation
ROK

Overview Fund Activity

1,104 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
+52
Holders Change %
+4.94%
% of All Funds
17.67%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
131
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$477M
2
Invesco
Invesco
Georgia
$349M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$774M
4
Artisan Partners
Artisan Partners
Wisconsin
$89.6M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$85M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$51.4M
2
CIP
Champlain Investment Partners
Vermont
$201M
3
Amundi
Amundi
France
$531M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$354M
5
TCM
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
1126
Atom Investors
Texas
– -$463K -1,797 Closed
DACS
1127
Dymon Asia Capital (Singapore)
Singapore
– -$457K -1,776 Closed
PGH
1128
Partners Group Holding
Switzerland
– -$416K -1,616 Closed
WIM
1129
WealthPlan Investment Management
Nebraska
– -$433K -1,474 Closed
SCM
1130
Stevens Capital Management
Pennsylvania
– -$366K -1,420 Closed
D.E. Shaw & Co
1131
D.E. Shaw & Co
New York
– -$346K -1,342 Closed
PAS
1132
Park Avenue Securities
New York
– -$326K -1,266 Closed
PAA
1133
Peregrine Asset Advisers
Oregon
– -$306K -1,187 Closed
PAM
1134
PVG Asset Management
Colorado
– -$292K -1,134 Closed
GWWM
1135
Great Waters Wealth Management
Minnesota
– -$301K -1,081 Closed
M
1136
Mirova
France
– -$272K -1,057 Closed
CC
1137
Centiva Capital
New York
– -$267K -1,035 Closed
MCC
1138
Money Concepts Capital
Florida
– -$247K -958 Closed
GLA
1139
Great Lakes Advisors
Illinois
– -$224K -870 Closed
LP
1140
LMR Partners
United Kingdom
– -$212K -822 Closed
QPWM
1141
Quadrant Private Wealth Management
Pennsylvania
– -$208K -807 Closed
NB
1142
NBT Bank
New York
– -$201K -780 Closed
RBC
1143
Romano Brothers & Co
Illinois
– -$148K -575 Closed
FWA
1144
Freedom Wealth Alliance
Wisconsin
– -$119K -462 Closed
SOW
1145
State of Wyoming
Wyoming
– -$108K -420 Closed
DCM
1146
Dupont Capital Management
Delaware
– -$100K -390 Closed
CA
1147
Corrado Advisors
New Jersey
– -$84K -326 Closed
CAS
1148
Coppell Advisory Solutions
Texas
– -$67.2K -261 Closed
CASC
1149
Coppell Advisory Solutions Corp
Texas
– -$67.2K -261 Closed
HNWAG
1150
High Net Worth Advisory Group
Florida
– -$55.9K -217 Closed
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