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Rockwell Automation
ROK

Overview Fund Activity

1,192 hedge funds and large institutions have $26.3B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 416 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.28%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
416
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$414M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$204M
4
UBS Group
UBS Group
Switzerland
$614M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.09B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Morgan Stanley
Morgan Stanley
New York
$661M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$108M
4
BlackRock
BlackRock
New York
$2.62B
5
Swedbank
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
1251
Mechanics Bank - Trust Department
California
– -$343K -1,106 Closed
AA
1252
ALPS Advisors
Colorado
– -$338K -1,088 Closed
OA
1253
Oracle Alpha
Ontario, Canada
– -$296K -954 Closed
AWM
1254
Accurate Wealth Management
Florida
– -$267K -876 Closed
Arrowstreet Capital
1255
Arrowstreet Capital
Massachusetts
– -$267K -861 Closed
HF
1256
HRT Financial
New York
– -$266K -858 Closed
D
1257
Diversified
Delaware
– -$255K -822 Closed
ACI
1258
Alpha Cubed Investments
California
– -$251K -808 Closed
RIA
1259
Regal Investment Advisors
Michigan
– -$244K -786 Closed
FIM
1260
Freedom Investment Management
Connecticut
– -$233K -749 Closed
AF
1261
Apexium Financial
Texas
– -$230K -740 Closed
WFAG
1262
Wescott Financial Advisory Group
Pennsylvania
– -$220K -710 Closed
TCOT
1263
Trust Company of Toledo
Ohio
– -$220K -708 Closed
DWM
1264
Drive Wealth Management
Utah
– -$217K -700 Closed
CI
1265
CX Institutional
Indiana
– -$216K -695 Closed
SPA
1266
Sherbrooke Park Advisers
New York
– -$215K -691 Closed
PWLP
1267
Prio Wealth Limited Partnership
Massachusetts
– -$212K -682 Closed
Financial Engines Advisors
1268
Financial Engines Advisors
California
– -$211K -681 Closed
ISL
1269
Ingalls & Snyder LLC
New York
– -$211K -680 Closed
SCM
1270
Shelton Capital Management
Colorado
– -$211K -678 Closed
SMA
1271
Seven Mile Advisory
New Jersey
– -$210K -675 Closed
DIM
1272
Delta Investment Management
California
– -$207K -667 Closed
FL
1273
Fort LP
Maryland
– -$206K -663 Closed
CBFP
1274
Cedar Brook Financial Partners
Ohio
– -$201K -659 Closed
CFP
1275
Catalyst Financial Partners
Massachusetts
– -$204K -656 Closed
49 50
51
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