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Rockwell Automation
ROK

Overview Fund Activity

1,128 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,128
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
17.99%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
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 %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$31.7M 110,867 +22,195 +25%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$30.2M 105,646 -2,500 -2%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$29.8M 104,193 -20,837 -17%
HTHT
104
Hemenway Trust Hemenway Trust
New Hampshire
$29.7M 103,784 -216 -0.2%
US Bancorp
105
US Bancorp
Minnesota
$28.1M 98,292 +3,143 +3%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$28.1M 98,240 -11,127 -10%
Aviva
107
Aviva
United Kingdom
$27.7M 97,001 -8,787 -8%
Prudential Financial
108
Prudential Financial
New Jersey
$27.7M 96,773 -79,449 -45%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$27.4M 95,816 -1,350 -1%
CI
110
Cambiar Investors
Colorado
$26.6M 93,177 -12,162 -12%
Canada Life
111
Canada Life
Manitoba, Canada
$26.3M 92,012 -14,359 -13%
KBC Group
112
KBC Group
Belgium
$26.3M 91,975 -1,484 -2%
LPL Financial
113
LPL Financial
California
$26.3M 91,900 -1,418 -2%
WJWM
114
Williams Jones Wealth Management
New York
$24.3M 84,962 +20,508 +32%
BFO
115
Boston Family Office
Massachusetts
$24.3M 84,851 -1,517 -2%
SEI Investments
116
SEI Investments
Pennsylvania
$23.7M 82,832 -5,831 -7%
TAM
117
Tocqueville Asset Management
New York
$23.3M 81,620 -630 -0.8%
Federated Hermes
118
Federated Hermes
Pennsylvania
$23.3M 81,609 -15,746 -16%
CIC
119
Carnegie Investment Counsel
Ohio
$23.3M 81,458 +4,147 +5%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.9M 79,934 -2,670 -3%
Aberdeen Group
121
Aberdeen Group
United Kingdom
$22.6M 79,020 -3,624 -4%
RJA
122
Raymond James & Associates
Florida
$22.5M 78,754 +519 +0.7%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$22.3M 78,161 +3,728 +5%
FPCG
124
Fort Pitt Capital Group
Pennsylvania
$22.3M 77,979 -62,590 -45%
CIM
125
Confluence Investment Management
Missouri
$22M 77,093 -617 -0.8%
3 4
5
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