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Rockwell Automation
ROK

Overview Fund Activity

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1176
Bridgefront Capital
Texas
– – -806 Closed
BB
1177
Bell Bank
North Dakota
– – -787 Closed
CLOS
1178
Compagnie Lombard Odier SCmA
Switzerland
– – -772 Closed
KBFS
1179
Kohmann Bosshard Financial Services
Ohio
– – -729 Closed
DFCM
1180
Dark Forest Capital Management
Puerto Rico
– – -724 Closed
OTL
1181
Oak Thistle LLC
New York
– – -723 Closed
DTL
1182
Dynamic Technology Lab
Singapore
– – -691 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -658 Closed
CSPAM
1184
Cary Street Partners Asset Management
Virginia
– – -600 Closed
BAM
1185
Belpointe Asset Management
Nevada
– – -530 Closed
AWM
1186
Accel Wealth Management
Iowa
– – -509 Closed
PP
1187
Paloma Partners
Connecticut
– – -464 Closed
CCM
1188
CAAS Capital Management
New York
– – -335 Closed
TWA
1189
TCI Wealth Advisors
Arizona
– – -295 Closed
EI
1190
Ellevest Inc
New York
– – -287 Closed
SVCP
1191
Silicon Valley Capital Partners
California
– – -144 Closed
FCA
1192
Fortis Capital Advisors
Kansas
– – -125 Closed
NHT
1193
New Hampshire Trust
New Hampshire
– – -100 Closed
AS
1194
Altshuler Shaham
Israel
– – -100 Closed
SC
1195
Schubert & Co
Texas
– – -35 Closed
TFA
1196
Toth Financial Advisory
Virginia
– – -9 Closed
Point72 Asset Management
1197
Point72 Asset Management
Connecticut
– – -8 Closed
IG
1198
ING Group
Netherlands
– – -5 Closed
ME
1199
McIlrath & Eck
Washington
– – -4 Closed
GM
1200
GeoWealth Management
Illinois
– – -4 Closed
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