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Rockwell Automation
ROK

Overview Fund Activity

1,192 hedge funds and large institutions have $26.3B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 416 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.28%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
416
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$414M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$204M
4
UBS Group
UBS Group
Switzerland
$614M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.09B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$661M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$108M
4
BlackRock
BlackRock
New York
$2.62B
5
Swedbank
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
1176
Wetzel Investment Advisors
Indiana
$1.37K – – –
CJ
1177
Caitlin John
Michigan
$1.2K -$1.81K -6 -60%
CWC
1178
Carolinas Wealth Consulting
North Carolina
$1.17K – – –
GTAM
1179
Global Trust Asset Management
Florida
$1.17K – – –
RS
1180
Rakuten Securities
Japan
$1.17K +$583 +2 +100%
HFS
1181
Hantz Financial Services
Michigan
$1K -$40.5K -162 -98%
NL
1182
NVWM LLC
Pennsylvania
$874 -$894K -3,067 -100%
PI
1183
PEAK6 Investments
Illinois
$831 +$831 +3 New
SWA
1184
SOA Wealth Advisors
New York
$595 – – –
TCM
1185
TD Capital Management
Tennessee
$583 -$4.37K -15 -88%
CTWM
1186
Cherry Tree Wealth Management
Minnesota
$583 – – –
JWM
1187
Janiczek Wealth Management
Colorado
$583 +$292 +1 +100%
A
1188
AlphaQuest
New York
$291 -$199K -685 -100%
TWP
1189
TFO Wealth Partners
Ohio
$291 – – –
CMA
1190
Cedar Mountain Advisors
Oregon
$291 – – –
CAM
1191
Creekmur Asset Management
Illinois
$291 +$291 +1 New
ATC
1192
Adirondack Trust Company
New York
$291 +$291 +1 New
DWM
1193
Dogwood Wealth Management
Kansas
$4 -$7 – –
Capital World Investors
1194
Capital World Investors
California
– -$726M -2,337,022 Closed
Swedbank
1195
Swedbank
Sweden
– -$126M -404,690 Closed
Two Sigma Investments
1196
Two Sigma Investments
New York
– -$89.5M -288,111 Closed
Artisan Partners
1197
Artisan Partners
Wisconsin
– -$68.5M -220,492 Closed
MBI
1198
Montrusco Bolton Investments
Quebec, Canada
– -$35.4M -114,154 Closed
WorldQuant Millennium Advisors
1199
WorldQuant Millennium Advisors
New York
– -$30M -96,605 Closed
WP
1200
Woodline Partners
California
– -$11.9M -38,444 Closed
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48
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