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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 %
FAIM
1226
Financial Advocates Investment Management
Washington
– – -823 Closed
ACM
1227
Aquatic Capital Management
Illinois
– – -800 Closed
MC
1228
Maverick Capital
Texas
– – -782 Closed
SBIA
1229
Sheaff Brock Investment Advisors
Indiana
– – -769 Closed
CWM
1230
Campbell Wealth Management
Virginia
– – -766 Closed
TSS
1231
Two Sigma Securities
New York
– – -753 Closed
PAA
1232
Peregrine Asset Advisers
Oregon
– – -750 Closed
EH
1233
Equitable Holdings
New York
– – -740 Closed
CWG
1234
Cornerstone Wealth Group
North Carolina
– – -735 Closed
RWM
1235
Ritholtz Wealth Management
New York
– – -734 Closed
SG
1236
StoneX Group
New York
– – -723 Closed
GWWM
1237
Great Waters Wealth Management
Minnesota
– – -721 Closed
EBT
1238
Enterprise Bank & Trust
Massachusetts
– – -716 Closed
FFA
1239
Founders Financial Alliance
North Carolina
– – -714 Closed
ST
1240
Sabal Trust
Florida
– – -705 Closed
SCI
1241
S&CO Inc
Massachusetts
– – -705 Closed
RSWM
1242
Robertson Stephens Wealth Management
California
– – -703 Closed
NB
1243
Nicolet Bankshares
Wisconsin
– – -703 Closed
PFA
1244
Professional Financial Advisors
Nebraska
– – -700 Closed
WCP
1245
Welch Capital Partners
New York
– – -696 Closed
TIM
1246
Tevis Investment Management
Texas
– – -695 Closed
SB
1247
Strategic Blueprint
Georgia
– – -689 Closed
HTC
1248
Haverford Trust Company
Pennsylvania
– – -662 Closed
CA
1249
CoreCap Advisors
Michigan
– – -615 Closed
CBC
1250
Coombe, Bender & Co
New York
– – -533 Closed
48 49
50
51 52