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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$661M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$108M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Swedbank
5
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$19.7M -$2.93M -10,071 -13%
CF
127
Covea Finance
France
$19.7M -$13.5M -46,235 -41%
CB
128
Commerce Bank
Missouri
$19.5M +$500K +1,717 +3%
DRZID
129
DePrince Race & Zollo Inc (DRZ)
Florida
$19.5M +$19.5M +66,922 New
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$18.9M -$1.16M -3,982 -6%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$18.8M – – –
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$18.6M -$198K -680 -1%
KCM
133
Kodai Capital Management
Illinois
$18.5M -$22M -75,658 -54%
VanEck Associates
134
VanEck Associates
New York
$18.2M -$326K -1,118 -2%
PTC
135
Philadelphia Trust Company
Pennsylvania
$18M +$10M +34,388 +125%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$17.8M -$331K -1,135 -2%
Comerica Bank
137
Comerica Bank
Texas
$17.5M +$998K +3,425 +6%
Public Sector Pension Investment Board (PSP Investments)
138
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.4M +$16.6M +57,000 +2,205%
Allianz Asset Management
139
Allianz Asset Management
Germany
$17.3M -$13M -44,539 -43%
Calamos Advisors
140
Calamos Advisors
Illinois
$17.1M +$17.1M +58,859 New
AAF
141
Andra AP-fonden
Sweden
$17.1M +$17.1M +58,800 New
TAM
142
Thematics Asset Management
France
$16.6M – – –
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$16.6M +$1.38M +4,748 +9%
KFS
144
Kurt F. Somerville
$16.6M +$107K +368 +0.7%
NSAM
145
North Star Asset Management
Wisconsin
$16.1M +$19.5K +67 +0.1%
OC
146
Oppenheimer & Co
New York
$15.7M +$6.05M +20,755 +63%
VLKIM
147
Van Lanschot Kempen Investment Management
Netherlands
$15.5M – – –
GIP
148
Granite Investment Partners
California
$15.4M -$1.45M -4,989 -9%
Victory Capital Management
149
Victory Capital Management
Texas
$15.4M -$1.2M -4,105 -7%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$15.4M +$93.2K +320 +0.6%
4 5
6
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