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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 %
TWD
1126
True Wealth Design
Ohio
$572 2 – –
CTWM
1127
Cherry Tree Wealth Management
Minnesota
$572 2 – –
CTA
1128
Colonial Trust Advisors
South Carolina
$572 2 – –
TWP
1129
TFO Wealth Partners
Ohio
$329 1 – –
CMA
1130
Cedar Mountain Advisors
Oregon
$286 1 – –
FGAM
1131
Financial Gravity Asset Management
Texas
– – -329 Closed
Adage Capital Partners
1132
Adage Capital Partners
Massachusetts
– – -58,732 Closed
BC
1133
Brookfield Corp
Ontario, Canada
– – -53,102 Closed
ECM
1134
ExodusPoint Capital Management
New York
– – -43,323 Closed
SAM
1135
Scopus Asset Management
New York
– – -40,000 Closed
Voloridge Investment Management
1136
Voloridge Investment Management
Florida
– – -26,696 Closed
DWA
1137
Douglass Winthrop Advisors
New York
– – -23,093 Closed
AAF
1138
Andra AP-fonden
Sweden
– – -21,500 Closed
MCM
1139
Moore Capital Management
New York
– – -12,373 Closed
CI
1140
Capital International
California
– – -11,516 Closed
CIS
1141
Capital International Sarl
California
– – -10,926 Closed
JF
1142
Jump Financial
Illinois
– – -9,362 Closed
WI
1143
WBI Investments
New Jersey
– – -8,565 Closed
LGF
1144
LGT Group Foundation
Liechtenstein
– – -8,200 Closed
LFM
1145
LGT Fund Management
Liechtenstein
– – -7,500 Closed
GLAM
1146
Gardner Lewis Asset Management
Pennsylvania
– – -6,610 Closed
SBH
1147
Segall Bryant & Hamill
Illinois
– – -5,138 Closed
V
1148
Veritable
Delaware
– – -4,817 Closed
DCM
1149
Decatur Capital Management
Georgia
– – -4,436 Closed
VIA
1150
Vident Investment Advisory
Georgia
– – -3,990 Closed
44 45
46
47 48