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Rockwell Automation
ROK

Overview Fund Activity

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
151
Sandler Capital Management
New York
$16.8M 50,895 +10,862 +27%
First Trust Advisors
152
First Trust Advisors
Illinois
$16.7M 50,836 +29,533 +139%
TAM
153
Trillium Asset Management
Massachusetts
$16.7M 50,705 -19,456 -28%
NEI
154
Northwest & Ethical Investments
Ontario, Canada
$16.7M 50,588 -9,910 -16%
Victory Capital Management
155
Victory Capital Management
Texas
$16.3M 49,520 -13,664 -22%
LI
156
LMCG Investments
Massachusetts
$15.9M 48,333 +78 +0.2%
Assenagon Asset Management
157
Assenagon Asset Management
Luxembourg
$15.5M 47,003 +22,335 +91%
CB
158
Commerce Bank
Missouri
$15.5M 46,956 -604 -1%
CWM
159
Cabot Wealth Management
Massachusetts
$14.9M 45,361 -3 -0%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$14.7M 44,768 -746 -2%
KeyBank National Association
161
KeyBank National Association
Ohio
$14.7M 44,559 -328 -0.7%
Osaic Holdings
162
Osaic Holdings
Arizona
$14.7M 44,414 -224 -0.5%
Credit Agricole
163
Credit Agricole
France
$14.3M 43,506 -1,716 -4%
Squarepoint
164
Squarepoint
New York
$14.3M 43,363 +7,283 +20%
ECM
165
ExodusPoint Capital Management
New York
$14.3M 43,323 -60,051 -58%
ZIM
166
Zacks Investment Management
Illinois
$14.2M 43,173 +10,396 +32%
CAM
167
Congress Asset Management
Massachusetts
$14M 42,473 +186 +0.4%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$13.9M 42,341 +10,680 +34%
SW
169
SVB Wealth
Massachusetts
$13.9M 42,330 -3,420 -7%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$13.9M 42,318 +1,874 +5%
Nomura Asset Management
171
Nomura Asset Management
Japan
$13.9M 42,167 +1,763 +4%
HighTower Advisors
172
HighTower Advisors
Illinois
$13.4M 40,742 +11,007 +37%
FLPIM
173
F.L. Putnam Investment Management
Massachusetts
$13.3M 40,285 +2,353 +6%
FFM
174
Fullerton Fund Management
Singapore
$13.2M 40,067 +40,067 New
SAM
175
Scopus Asset Management
New York
$13.2M 40,000 +28,951 +262%
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