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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 %
PCMC
1226
Planning Capital Management Corporation
Pennsylvania
– – -25 Closed
AEPWM
1227
Atlantic Edge Private Wealth Management
Florida
– – -14 Closed
DWA
1228
Delos Wealth Advisors
Texas
– – -14 Closed
CP
1229
Castleview Partners
Texas
– – -12 Closed
BAM
1230
Byrne Asset Management
New Jersey
– – -12 Closed
CWM
1231
Cedar Wealth Management
California
– – -11 Closed
SWS
1232
SYSTM Wealth Solutions
Illinois
– – -10 Closed
TFF
1233
The Family Firm
Maryland
– – -6 Closed
PMFA
1234
Plante Moran Financial Advisors
Michigan
– – -6 Closed
WIA
1235
Wetzel Investment Advisors
Indiana
– – -5 Closed
TSWM
1236
Tyler-Stone Wealth Management
Ohio
– – -5 Closed
MSG
1237
Main Street Group
Virginia
– – -5 Closed
RWM
1238
Ruedi Wealth Management
Illinois
– – -4 Closed
PI
1239
PEAK6 Investments
Illinois
– – -2 Closed
AWM
1240
Activest Wealth Management
Florida
– – – –
SAM
1241
Scopus Asset Management
New York
– – – –
CSS
1242
Cubist Systematic Strategies
Connecticut
– – – –
EAM
1243
Erste Asset Management
Austria
– – – –
IMC Chicago
1244
IMC Chicago
Illinois
– – – –
RAM
1245
Readystate Asset Management
Illinois
– – – –
MS
1246
Maven Securities
Jersey
– – – –
CLOS
1247
Compagnie Lombard Odier SCmA
Switzerland
– – – –
Wolverine Trading
1248
Wolverine Trading
Illinois
– – – –
BFM
1249
Boothbay Fund Management
New York
– – – –
OCM
1250
Oribel Capital Management
New York
– – – –
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