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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 %
BHBT
1276
Burke & Herbert Bank & Trust
Virginia
– -$203K -655 Closed
FFM
1277
Forum Financial Management
Illinois
– -$203K -654 Closed
STB
1278
S&T Bank
Pennsylvania
– -$202K -650 Closed
MSA
1279
Marathon Strategic Advisors
Pennsylvania
– -$202K -650 Closed
GG
1280
Greenwood Gearhart
Arkansas
– -$186K -600 Closed
TCWA
1281
Turtle Creek Wealth Advisors
Texas
– -$141K -455 Closed
LA
1282
LM Advisors
California
– -$140K -450 Closed
CG
1283
Cutler Group
California
– -$131K -425 Closed
NFA
1284
Northwest Financial Advisors
Virginia
– -$120K -386 Closed
GAMC
1285
Garner Asset Management Corp
Texas
– -$100K -367 Closed
SOW
1286
State of Wyoming
Wyoming
– -$96.2K -310 Closed
MME
1287
Meag Munich Ergo
Germany
– -$85.7K -276 Closed
RFA
1288
Resurgent Financial Advisors
Georgia
– -$82K -264 Closed
GWS
1289
Glassman Wealth Services
Virginia
– -$80.7K -260 Closed
VWM
1290
Valley Wealth Managers
New Jersey
– -$77.6K -250 Closed
MSWM
1291
McGlone Suttner Wealth Management
Wisconsin
– -$60.4K -194 Closed
CIA
1292
Cape Investment Advisory
Georgia
– -$54.3K -175 Closed
WTG
1293
West Tower Group
Virginia
– -$51.5K -166 Closed
CBT
1294
Central Bank & Trust
Kentucky
– -$44.1K -142 Closed
CW
1295
Cooksen Wealth
Texas
– -$40.4K -130 Closed
TFG
1296
Team Financial Group
California
– -$36.6K -118 Closed
Parallax Volatility Advisers
1297
Parallax Volatility Advisers
California
– -$31.4K -101 Closed
QL
1298
Quarry LP
New York
– -$23K -74 Closed
NMG
1299
New Millennium Group
Utah
– -$22K -71 Closed
EPW
1300
Evergreen Private Wealth
Colorado
– -$17.1K -55 Closed
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