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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 %
GTAM
1126
Global Trust Asset Management
Florida
$1.32K 4 – –
CWC
1127
Carolinas Wealth Consulting
North Carolina
$1.32K 4 – –
SF
1128
Safeguard Financial
Wisconsin
$1K 3 +3 New
SWA
1129
SOA Wealth Advisors
New York
$669 2 – –
TWD
1130
True Wealth Design
Ohio
$659 2 -309 -99%
CTA
1131
Colonial Trust Advisors
South Carolina
$659 2 – –
CTWM
1132
Cherry Tree Wealth Management
Minnesota
$659 2 +2 New
PMFA
1133
Plante Moran Financial Advisors
Michigan
$659 2 +2 New
TWP
1134
TFO Wealth Partners
Ohio
$329 1 – –
VAG
1135
VisionPoint Advisory Group
Texas
$329 1 +1 New
CMA
1136
Cedar Mountain Advisors
Oregon
$329 1 +1 New
Comerica Bank
1137
Comerica Bank
Texas
$4 4,414 +4,414 New
CVA
1138
Ceredex Value Advisors
Florida
– – -100,000 Closed
1IA
1139
1620 Investment Advisors
Massachusetts
– – -33,216 Closed
Walleye Capital
1140
Walleye Capital
New York
– – -32,484 Closed
WMSA
1141
Weiss Multi-Strategy Advisers
New York
– – -22,200 Closed
WP
1142
Woodline Partners
California
– – -15,851 Closed
AC
1143
Albar Capital
United Kingdom
– – -15,194 Closed
JFG
1144
Jefferies Financial Group
New York
– – -15,060 Closed
ACM
1145
Arosa Capital Management
Florida
– – -11,440 Closed
IPAM
1146
ICICI Prudential Asset Management
India
– – -11,305 Closed
PMEF
1147
Point72 Middle East FZE
United Arab Emirates
– – -10,292 Closed
WBC
1148
Westpac Banking Corp
Australia
– – -9,419 Closed
AMI
1149
Amica Mutual Insurance
Rhode Island
– – -9,271 Closed
DA
1150
Duality Advisers
Florida
– – -6,758 Closed
44 45
46
47 48