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Rockwell Automation
ROK

Overview Fund Activity

1,128 hedge funds and large institutions have $26.5B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 425 increasing their positions, 363 reducing their positions, and 95 closing their positions.

Holders
1,128
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
17.99%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
425
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.71B
2
IP
2
Interval Partners
New York
$53.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$247M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$545M
5
Holocene Advisors
5
Holocene Advisors
New York
$43.9M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.5M
2
Capital World Investors
2
Capital World Investors
California
$1.5B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$152M
4
Amundi
4
Amundi
France
$586M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.86B
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
151
Thematics Asset Management
France
$15.9M 55,576 +2,216 +4%
NSAM
152
North Star Asset Management
Wisconsin
$15.8M 55,411 -890 -2%
Asset Management One
153
Asset Management One
Japan
$15.6M 54,521 -1,453 -3%
FFM
154
Fullerton Fund Management
Singapore
$15.3M 53,435 +13,368 +33%
CB
155
Commerce Bank
Missouri
$14.9M 52,230 +5,274 +11%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$14.8M 51,944 +190 +0.4%
CRB
157
Chad R. Baker
$14.8M 51,920 +170 +0.3%
Victory Capital Management
158
Victory Capital Management
Texas
$14.8M 51,600 +2,080 +4%
TAM
159
Trillium Asset Management
Massachusetts
$14.2M 49,696 -1,009 -2%
SCM
160
Sandler Capital Management
New York
$14M 49,077 -1,818 -4%
Connor, Clark & Lunn Investment Management (CC&L)
161
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.9M 48,467 +9,375 +24%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M 47,444 -5,328 -10%
LI
163
LMCG Investments
Massachusetts
$13.5M 47,300 -1,033 -2%
Nomura Asset Management
164
Nomura Asset Management
Japan
$13M 45,646 +3,479 +8%
CWM
165
Cabot Wealth Management
Massachusetts
$13M 45,546 +185 +0.4%
KeyBank National Association
166
KeyBank National Association
Ohio
$12.9M 44,989 +430 +1%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$12.8M 44,922 +2,581 +6%
NEI
168
Northwest & Ethical Investments
Ontario, Canada
$12.7M 44,523 -6,065 -12%
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$12.6M 44,095 +1,777 +4%
HighTower Advisors
170
HighTower Advisors
Illinois
$12.6M 44,103 +3,361 +8%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$12.5M 43,795 -973 -2%
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
$12.5M 43,676 -9,478 -18%
ZIM
173
Zacks Investment Management
Illinois
$12.4M 43,243 +70 +0.2%
GIA
174
GHP Investment Advisors
Colorado
$12M 41,623 +802 +2%
CWP
175
Core Wealth Partners
California
$12M 41,974 +12,736 +44%
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