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Rockwell Automation
ROK

Overview Fund Activity

1,103 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+51
Holders Change %
+4.85%
% of All Funds
17.66%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
130
Increased
363
Reduced
383
Closed
63
Calls
$152M
Puts
$92.4M
Net Calls
+$59.7M
Net Calls Change
+$29.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$477M
2
Invesco
2
Invesco
Georgia
$349M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$774M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$89.6M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$85M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$51.4M
2
CIP
2
Champlain Investment Partners
Vermont
$201M
3
Amundi
3
Amundi
France
$531M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$354M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$20.1M +$77.8K +265 +0.4%
TAM
127
Trillium Asset Management
Massachusetts
$20M -$370K -1,301 -2%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$19.9M -$2.96M -10,084 -13%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$19.7M +$190K +649 +1%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$19.6M -$295K -1,004 -1%
Mariner
131
Mariner
Kansas
$19.5M -$1.56M -5,320 -7%
WJWM
132
Williams Jones Wealth Management
New York
$18.8M +$52.8K +180 +0.3%
Victory Capital Management
133
Victory Capital Management
Texas
$18.5M -$5.15M -17,546 -22%
KFS
134
Kurt F. Somerville
$18.4M +$93.9K +320 +0.5%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$18.3M -$162K -553 -0.9%
GIP
136
Granite Investment Partners
California
$17.8M -$8.05M -27,417 -31%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$17.8M – – –
Allianz Asset Management
138
Allianz Asset Management
Germany
$17.3M +$101K +345 +0.6%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$17M -$480K -1,637 -3%
MSV
140
MN Services Vermogensbeheer
Netherlands
$16.8M +$528K +1,800 +3%
PAMS
141
Pictet Asset Management (Switzerland)
Switzerland
$16.6M -$423K -1,440 -2%
NSAM
142
North Star Asset Management
Wisconsin
$16.5M +$263K +897 +2%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$15.8M +$1.39M +4,739 +10%
Asset Management One
144
Asset Management One
Japan
$15.6M +$802K +2,733 +5%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$15.2M +$93.9K +320 +0.6%
CRB
146
Chad R. Baker
$15.1M +$276K +940 +2%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$15M -$1.47M -5,014 -9%
LI
148
LMCG Investments
Massachusetts
$14.2M -$108K -367 -0.8%
CB
149
Commerce Bank
Missouri
$14M +$3.95M +13,472 +40%
FSA
150
Franklin Street Advisors
North Carolina
$13.5M +$11.2M +38,202 +488%
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