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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 %
TCA
1126
Trifecta Capital Advisors
Illinois
$1.61K 6 – –
RS
1127
Rakuten Securities
Japan
$1.61K 6 +2 +50%
PIM
1128
Plato Investment Management
Australia
$1.61K 6 -2,066 -100%
CPA
1129
Capital Performance Advisors
California
$1.58K 6 +6 New
RAM
1130
Riggs Asset Management
Pennsylvania
$1.34K 5 – –
FW
1131
Fairway Wealth
Ohio
$1.34K 5 +5 New
CIA
1132
Cape Investment Advisory
Georgia
$1.34K 5 +5 New
CJ
1133
Caitlin John
Michigan
$1.2K 4 – –
TWD
1134
True Wealth Design
Ohio
$1.07K 4 -50 -93%
AP
1135
Aspect Partners
Virginia
$1.07K 4 – –
GFPC
1136
Global Financial Private Client
Florida
$1.07K 4 – –
CPG
1137
Cornerstone Planning Group
New Jersey
$1.07K 4 +3 +300%
CA
1138
Claris Advisors
Missouri
$1.07K 4 +4 New
HFS
1139
Hantz Financial Services
Michigan
$1K 4 – –
BFPW
1140
BOK Financial Private Wealth
Colorado
$806 3 +3 New
HC
1141
Hara Capital
Washington
$805 3 +3 New
NL
1142
NVWM LLC
Pennsylvania
$537 2 -2 -50%
CTWM
1143
Cherry Tree Wealth Management
Minnesota
$537 2 – –
VAMG
1144
Voisard Asset Management Group
Michigan
$537 2 +2 New
SWA
1145
SOA Wealth Advisors
New York
$283 1 – –
CMA
1146
Cedar Mountain Advisors
Oregon
$270 1 – –
WOC
1147
West Oak Capital
California
$48 18 – –
DWM
1148
Dogwood Wealth Management
Kansas
– – – –
Norges Bank
1149
Norges Bank
Norway
– – -1,007,983 Closed
IP
1150
Interval Partners
New York
– – -335,656 Closed
44 45
46
47 48