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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 %
IW
1151
Imprint Wealth
South Carolina
– – -3,808 Closed
VIM
1152
Vinva Investment Management
Australia
– – -3,535 Closed
FBC
1153
Fairfield, Bush & Co
Connecticut
– – -3,300 Closed
NG
1154
NWK Group
California
– – -3,155 Closed
CGIM
1155
Capital Group Investment Management
Singapore
– – -2,479 Closed
BFM
1156
Boothbay Fund Management
New York
– – -2,251 Closed
Simplex Trading
1157
Simplex Trading
Illinois
– – -2,113 Closed
Marshall Wace
1158
Marshall Wace
United Kingdom
– – -2,107 Closed
TCM
1159
Teza Capital Management
Illinois
– – -2,040 Closed
FFM
1160
Flagstone Financial Management
Nebraska
– – -1,995 Closed
BCM
1161
Bayesian Capital Management
New York
– – -1,919 Closed
MYLI
1162
Meiji Yasuda Life Insurance
Japan
– – -1,819 Closed
XT
1163
XTX Topco
Cayman Islands
– – -1,678 Closed
T
1164
TCWP
Ohio
– – -1,430 Closed
VAS
1165
Vestmark Advisory Solutions
Massachusetts
– – -1,425 Closed
SCM
1166
Stevens Capital Management
Pennsylvania
– – -1,410 Closed
FIBT
1167
First International Bank & Trust
North Dakota
– – -1,227 Closed
T
1168
TRUADVICE
Florida
– – -872 Closed
FCM
1169
Fourpath Capital Management
Oklahoma
– – -837 Closed
RIM
1170
Rockbridge Investment Management
New York
– – -833 Closed
RC
1171
Rovin Capital
Arizona
– – -813 Closed
VI
1172
Versor Investments
New York
– – -783 Closed
CBFP
1173
Cedar Brook Financial Partners
Ohio
– – -739 Closed
CWA
1174
CM Wealth Advisors
Ohio
– – -735 Closed
HP
1175
Hilltop Partners
Indiana
– – -711 Closed
45 46
47
48 49