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Rockwell Automation
ROK

Overview Fund Activity

1,148 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 371 increasing their positions, 434 reducing their positions, and 91 closing their positions.

Holders
1,148
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
371
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B
2
Citadel Advisors
2
Citadel Advisors
Florida
$132M
3
Charles Schwab
3
Charles Schwab
California
$418M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$684M
5
Invesco
5
Invesco
Georgia
$366M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$153M
3
Amundi
3
Amundi
France
$437M
4
IP
4
Interval Partners
New York
$0
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1201
Bowman & Company
Wisconsin
– – -913 Closed
RG
1202
Rathbones Group
United Kingdom
– – -867 Closed
FGA
1203
Fortis Group Advisors
New Jersey
– – -827 Closed
GA
1204
Geller Advisors
New York
– – -782 Closed
MWM
1205
Merriman Wealth Management
Washington
– – -769 Closed
AWM
1206
Aries Wealth Management
Maine
– – -733 Closed
TIA
1207
Tiemann Investment Advisors
California
– – -733 Closed
CCP
1208
Clarity Capital Partners
California
– – -730 Closed
SIA
1209
Schechter Investment Advisors
Michigan
– – -728 Closed
EC
1210
EntryPoint Capital
New York
– – -699 Closed
AS
1211
AM Squared
Hong Kong
– – -501 Closed
WCM
1212
Westend Capital Management
California
– – -376 Closed
MFA
1213
McClarren Financial Advisors
Pennsylvania
– – -275 Closed
CT
1214
Clearstead Trust
Maine
– – -250 Closed
RWMG
1215
Redwood Wealth Management Group
New Jersey
– – -249 Closed
HIIFS
1216
Harel Insurance Investments & Financial Services
Israel
– – -248 Closed
CC
1217
Cultivar Capital
Texas
– – -166 Closed
GLR
1218
Great Lakes Retirement
Ohio
– – -119 Closed
SNB
1219
Security National Bank
Nebraska
– – -112 Closed
ETS
1220
ESL Trust Services
New York
– – -100 Closed
CB
1221
Chris Bulman
California
– – -80 Closed
ATPW
1222
Ashton Thomas Private Wealth
Arizona
– – -65 Closed
AIM
1223
Arcadia Investment Management
Michigan
– – -45 Closed
SP
1224
SWS Partners
Ohio
– – -40 Closed
CA
1225
Crewe Advisors
Utah
– – -30 Closed
47 48
49
50 51