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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 %
TIM
1176
Tortoise Investment Management
New York
$1.72K -$1.72K -6 -50%
TAM
1177
Tucker Asset Management
Colorado
$1.72K -$857 -3 -33%
TCA
1178
Trifecta Capital Advisors
Illinois
$1.72K – – –
TWD
1179
True Wealth Design
Ohio
$1.72K +$572 +2 +50%
HC
1180
Hara Capital
Washington
$1.71K +$857 +3 +100%
RAM
1181
Riggs Asset Management
Pennsylvania
$1.43K – – –
CIA
1182
Cape Investment Advisory
Georgia
$1.43K – – –
FW
1183
Fairway Wealth
Ohio
$1.43K – – –
DRP
1184
Decker Retirement Planning
Utah
$1.43K +$1.43K +5 New
RS
1185
Rakuten Securities
Japan
$1.14K -$572 -2 -33%
HWP
1186
Highline Wealth Partners
California
$1.14K +$1.14K +4 New
PPA
1187
Painted Porch Advisors
California
$1.14K +$1.14K +4 New
CPG
1188
Cornerstone Planning Group
New Jersey
$1.14K – – –
HFS
1189
Hantz Financial Services
Michigan
$1K – – –
BFPW
1190
BOK Financial Private Wealth
Colorado
$858 – – –
NWM
1191
Nova Wealth Management
Florida
$857 +$857 +3 New
PWA
1192
Principia Wealth Advisory
Texas
$857 +$857 +3 New
WW
1193
Winnow Wealth
Texas
$675 +$675 +3 New
NL
1194
NVWM LLC
Pennsylvania
$572 – – –
CTWM
1195
Cherry Tree Wealth Management
Minnesota
$572 – – –
PWM
1196
Parkworth Wealth Management
California
$572 +$572 +2 New
NFSG
1197
Newbridge Financial Services Group
Florida
$572 +$572 +2 New
CMA
1198
Cedar Mountain Advisors
Oregon
$288 – – –
SMAM
1199
Sugar Maple Asset Management
Wisconsin
$286 +$286 +1 New
AWM
1200
Activest Wealth Management
Florida
$286 +$286 +1 New
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48
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