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Rockwell Automation
ROK

Overview Fund Activity

1,145 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 118 closing their positions.

Holders
1,145
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
398
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$277M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$215M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$616M
4
VanEck Associates
4
VanEck Associates
New York
$210M
5
Charles Schwab
5
Charles Schwab
California
$321M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$166M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$4.08M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$1.94M
4
Bank of America
4
Bank of America
North Carolina
$400M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
MCCP
1201
Mission Creek Capital Partners
California
– – -2,282 Closed
CANY
1202
Caxton Associates (New York)
New York
– – -2,250 Closed
NERM
1203
New England Research & Management
Illinois
– – -2,115 Closed
Wolverine Trading
1204
Wolverine Trading
Illinois
– – -2,093 Closed
QIM
1205
Quantitative Investment Management
Virginia
– – -2,057 Closed
DA
1206
Duality Advisers
Florida
– – -2,019 Closed
SPG
1207
Strategic Planning Group
Utah
– – -1,989 Closed
DF
1208
Donoghue Forlines
Massachusetts
– – -1,810 Closed
OCBCO
1209
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -1,769 Closed
FFP
1210
FourThought Financial Partners
Florida
– – -1,499 Closed
EL
1211
EMFO LLC
Florida
– – -1,451 Closed
PCM
1212
Prelude Capital Management
New York
– – -1,358 Closed
SWP
1213
Semus Wealth Partners
Florida
– – -1,349 Closed
NJBEST
1214
New Jersey Better Educational Savings Trust
New Jersey
– – -1,330 Closed
OR
1215
Olympiad Research
Connecticut
– – -1,186 Closed
CCA
1216
Cadent Capital Advisors
Oklahoma
– – -1,140 Closed
TAM
1217
Tealwood Asset Management
Minnesota
– – -1,120 Closed
FP
1218
Foundry Partners
Minnesota
– – -1,054 Closed
Group One Trading
1219
Group One Trading
Illinois
– – -1,025 Closed
BWM
1220
BKM Wealth Management
Wisconsin
– – -1,012 Closed
IIM
1221
Ipswich Investment Management
Massachusetts
– – -1,000 Closed
DA
1222
DCM Advisors
New York
– – -980 Closed
DP
1223
Dearborn Partners
Illinois
– – -975 Closed
PPWM
1224
Paragon Private Wealth Management
Kentucky
– – -967 Closed
SWA
1225
SFMG Wealth Advisors
Texas
– – -901 Closed
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49
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