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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 %
CWC
1126
Carolinas Wealth Consulting
North Carolina
$1.38K 5 +1 +25%
TSWM
1127
Tyler-Stone Wealth Management
Ohio
$1.38K 5 – –
BWL
1128
Bogart Wealth LLC
Virginia
$1.38K 5 – –
MSG
1129
Main Street Group
Virginia
$1.33K 5 – –
CJ
1130
Caitlin John
Michigan
$1.14K 4 – –
Qube Research & Technologies (QRT)
1131
Qube Research & Technologies (QRT)
United Kingdom
$1.1K 4 -184,538 -100%
GFPC
1132
Global Financial Private Client
Florida
$1.1K 4 -35 -90%
AP
1133
Aspect Partners
Virginia
$1.1K 4 -1 -20%
RS
1134
Rakuten Securities
Japan
$1.1K 4 – –
NL
1135
NVWM LLC
Pennsylvania
$1.1K 4 +1 +33%
RWM
1136
Ruedi Wealth Management
Illinois
$1.1K 4 +4 New
HFS
1137
Hantz Financial Services
Michigan
$1K 4 – –
AW
1138
Avion Wealth
Texas
$1K 6 +2 +50%
IFAM
1139
Institutional & Family Asset Management
Colorado
$826 3 +3 New
JWM
1140
Janiczek Wealth Management
Colorado
$551 2 – –
CTWM
1141
Cherry Tree Wealth Management
Minnesota
$551 2 – –
PI
1142
PEAK6 Investments
Illinois
$520 2 -1 -33%
SWA
1143
SOA Wealth Advisors
New York
$289 1 -1 -50%
CMA
1144
Cedar Mountain Advisors
Oregon
$275 1 – –
CPG
1145
Cornerstone Planning Group
New Jersey
$249 1 +1 New
DWM
1146
Dogwood Wealth Management
Kansas
– – – –
WI
1147
Wafra Inc
New York
– – -108,523 Closed
CIM
1148
Confluence Investment Management
Missouri
– – -76,265 Closed
DRZID
1149
DePrince Race & Zollo Inc (DRZ)
Florida
– – -66,922 Closed
KCM
1150
Kodai Capital Management
Illinois
– – -63,551 Closed
44 45
46
47 48