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Rockwell Automation
ROK

Overview Fund Activity

1,201 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, 371 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+53
Holders Change %
+4.62%
% of All Funds
15.99%
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
371
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 %
FG
1151
Fairman Group
Pennsylvania
$3.43K – – –
JGIA
1152
Jackson Grant Investment Advisers
Connecticut
$3.43K – – –
HCP
1153
Hexagon Capital Partners
Arkansas
$3.43K +$572 +2 +20%
SFG
1154
Stonebridge Financial Group
Pennsylvania
$3.43K +$3.43K +12 New
CAM
1155
Creekmur Asset Management
Illinois
$3.14K – – –
CWC
1156
Carolinas Wealth Consulting
North Carolina
$2.86K – – –
CFD
1157
Creative Financial Designs
Indiana
$2.86K – – –
SIC
1158
Salem Investment Counselors
North Carolina
$2.86K – – –
DWA
1159
Delos Wealth Advisors
Texas
$2.86K +$2.86K +10 New
AF
1160
Atala Financial
California
$2.86K +$2.86K +10 New
SGC
1161
Slocum, Gordon & Co
Rhode Island
$2.86K – – –
JFA
1162
JNBA Financial Advisors
Minnesota
$2.57K – – –
CSC
1163
Caldwell Sutter Capital
California
$2.57K – – –
T
1164
Transce3nd
Texas
$2.57K +$2.57K +9 New
WCM
1165
WealthTrak Capital Management
Virginia
$2.29K +$2.29K +8 New
CAC
1166
Core Alternative Capital
Georgia
$2.29K – – –
GFPC
1167
Global Financial Private Client
Florida
$2.29K +$1.14K +4 +100%
AP
1168
Aspect Partners
Virginia
$2.29K +$1.14K +4 +100%
AIM
1169
Anchor Investment Management
South Carolina
$2K -$4.29K -15 -68%
HCM
1170
Hollencrest Capital Management
California
$2K – – –
MIA
1171
MeadowBrook Investment Advisors
Michigan
$2K – – –
GA
1172
GoalVest Advisory
New York
$2K +$2K +7 New
HWA
1173
HHM Wealth Advisors
Tennessee
$2K +$2K +7 New
PC
1174
Promus Capital
Illinois
$2K +$2K +7 New
PIM
1175
Plato Investment Management
Australia
$1.72K – – –
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