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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 %
SW
151
SVB Wealth
Massachusetts
$13.4M -$1.52M -5,167 -10%
Kayne Anderson Rudnick Investment Management
152
Kayne Anderson Rudnick Investment Management
California
$13.4M +$205K +697 +2%
CWM
153
Cabot Wealth Management
Massachusetts
$13.3M -$27.3K -93 -0.2%
Nordea Investment Management
154
Nordea Investment Management
Sweden
$13.3M +$8.81M +30,348 +197%
Credit Agricole
155
Credit Agricole
France
$13.3M – – –
TAM
156
Thematics Asset Management
France
$13.3M – – –
KeyBank National Association
157
KeyBank National Association
Ohio
$13.2M -$536K -1,827 -4%
Osaic Holdings
158
Osaic Holdings
Arizona
$13M -$332K -1,137 -2%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$12.9M +$4.59M +15,634 +55%
CAM
160
Congress Asset Management
Massachusetts
$12.4M -$96.3K -328 -0.8%
Royal London Asset Management
161
Royal London Asset Management
United Kingdom
$11.9M +$135K +459 +1%
Nomura Asset Management
162
Nomura Asset Management
Japan
$11.9M +$236K +803 +2%
SCM
163
Sandler Capital Management
New York
$11.7M -$4.52M -15,416 -28%
GIA
164
GHP Investment Advisors
Colorado
$11.6M +$156K +533 +1%
Schroder Investment Management Group
165
Schroder Investment Management Group
United Kingdom
$11.5M +$318K +1,083 +3%
BCB
166
Brian C. Broderick
$11.5M +$11.2K +38 +0.1%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$11.2M +$129K +438 +1%
IP
168
Isthmus Partners
Wisconsin
$11.2M -$56.6K -193 -0.5%
Jane Street
169
Jane Street
New York
$11.1M -$5.4M -18,390 -33%
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$11.1M -$433K -1,475 -4%
BC
171
Bartlett & Co
Ohio
$10.8M -$57.8K -197 -0.5%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$10.8M -$57.8K -197 -0.5%
Squarepoint
173
Squarepoint
New York
$10.6M +$4.31M +14,675 +69%
SF
174
Synovus Financial
Georgia
$10.4M -$422K -1,437 -4%
TAM
175
Taurus Asset Management
New York
$10.4M -$145K -493 -1%
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