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Rockwell Automation
ROK

Overview Fund Activity

1,129 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,129
Holders Change
-7
Holders Change %
-0.62%
% of All Funds
18%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
105
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 %
HP
1176
Hilltop Partners
Indiana
– – -711 Closed
FFM
1177
Forum Financial Management
Illinois
– – -701 Closed
HTC
1178
Haverford Trust Company
Pennsylvania
– – -699 Closed
WCP
1179
Welch Capital Partners
New York
– – -696 Closed
TIM
1180
Tevis Investment Management
Texas
– – -695 Closed
H
1181
HoyleCohen
California
– – -690 Closed
BHBT
1182
Burke & Herbert Bank & Trust
Virginia
– – -680 Closed
NB
1183
NBT Bank
New York
– – -680 Closed
PCMC
1184
Paragon Capital Management (Colorado)
Colorado
– – -675 Closed
CFO
1185
Callan Family Office
Pennsylvania
– – -673 Closed
WAAG
1186
Wealth Alliance Advisory Group
Kansas
– – -661 Closed
LFAS
1187
Level Four Advisory Services
Texas
– – -659 Closed
ICG
1188
InterOcean Capital Group
Tennessee
– – -657 Closed
CIP
1189
Convergence Investment Partners
Florida
– – -655 Closed
VF
1190
Virtu Financial
New York
– – -653 Closed
STB
1191
S&T Bank
Pennsylvania
– – -650 Closed
DWM
1192
Drive Wealth Management
Utah
– – -647 Closed
SFO
1193
Stokes Family Office
Louisiana
– – -640 Closed
PCA
1194
Pallas Capital Advisors
Massachusetts
– – -632 Closed
I
1195
InceptionR
California
– – -627 Closed
FIM
1196
Freedom Investment Management
Connecticut
– – -624 Closed
CFP
1197
Catalyst Financial Partners
Massachusetts
– – -621 Closed
MIM
1198
Merrion Investment Management
New Jersey
– – -616 Closed
TIMH
1199
Tilt Investment Management Holdings
New York
– – -609 Closed
AC
1200
Abbrea Capital
California
– – -608 Closed
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48
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