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Rockwell Automation
ROK

Overview Fund Activity

1,202 hedge funds and large institutions have $27.9B invested in Rockwell Automation in 2024 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 415 increasing their positions, 372 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+53
Holders Change %
+4.61%
% of All Funds
16.01%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
179
Increased
415
Reduced
372
Closed
105
Calls
$171M
Puts
$143M
Net Calls
+$27.8M
Net Calls Change
+$27.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$193M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$368M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.03B
4
Amundi
4
Amundi
France
$580M
5
Goldman Sachs
5
Goldman Sachs
New York
$465M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$969K
2
VanEck Associates
2
VanEck Associates
New York
$7.86M
3
BlackRock
3
BlackRock
New York
$2.47B
4
Citadel Advisors
4
Citadel Advisors
Florida
$55.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
1126
Gen-Wealth Partners
Michigan
$8.57K – – –
CFS
1127
Compass Financial Services
Iowa
$8.46K +$8.46K +30 New
MEG
1128
Millstone Evans Group
Colorado
$8K +$8K +28 New
NC
1129
NewSquare Capital
Pennsylvania
$7.72K +$7.72K +27 New
WA
1130
WPG Advisers
Maryland
$7.43K +$7.43K +26 New
WB
1131
Webster Bank
Connecticut
$6.57K – – –
HIA
1132
Harbor Investment Advisory
Maryland
$6.29K – – –
ACM
1133
Anfield Capital Management
California
$6.29K +$6.29K +22 New
WA
1134
Whipplewood Advisors
Colorado
$6K +$6K +21 New
CAL
1135
Capital Analysts LLC
Pennsylvania
$6K -$19.9K -73 -77%
BWAM
1136
Boyd Watterson Asset Management
Ohio
$5.72K – – –
OCM
1137
Orion Capital Management
California
$5.72K +$5.72K +20 New
PWMG
1138
Private Wealth Management Group
New Jersey
$5.43K – – –
IRC
1139
Investors Research Corp
Georgia
$5.43K – – –
MSWM
1140
Mowery & Schoenfeld Wealth Management
Illinois
$5.15K +$5.15K +18 New
MFT
1141
Moisand Fitzgerald Tamayo
Florida
$4.86K – – –
AWM
1142
Abound Wealth Management
Tennessee
$4.76K +$280 +1 +6%
MCA
1143
Maryland Capital Advisors
Maryland
$4.57K -$857 -3 -16%
CTA
1144
Colonial Trust Advisors
South Carolina
$4.57K +$4.57K +16 New
TSMHT
1145
Thurston Springer Miller Herd & Titak
Indiana
$4.57K – – –
HWA
1146
Heritage Wealth Advisors
Virginia
$4.29K +$857 +3 +25%
SN
1147
Sittner & Nelson
Oregon
$4K +$286 +1 +8%
AW
1148
Avion Wealth
Texas
$4K +$1K +4 +33%
RI
1149
Ridgewood Investments
New Jersey
$3.57K – – –
CJ
1150
Caitlin John
Michigan
$3.48K +$2.32K +8 +200%
44 45
46
47 48