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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 %
FFM
176
Fullerton Fund Management
Singapore
$12.7M -$4.07M -13,977 -24%
BCB
177
Brian C. Broderick
$12.5M +$867K +2,975 +7%
AAIS
178
ABN AMRO Investment Solutions
$12.4M -$50.1K -172 -0.4%
CWP
179
Core Wealth Partners
California
$12.3M +$24.8K +85 +0.2%
RJFSA
180
Raymond James Financial Services Advisors
Florida
$12.2M +$778K +2,672 +7%
SC
181
SouthState Corp
Florida
$12.1M +$584K +2,003 +5%
Kayne Anderson Rudnick Investment Management
182
Kayne Anderson Rudnick Investment Management
California
$12.1M -$381K -1,309 -3%
HBCM
183
Heron Bay Capital Management
Michigan
$12M +$126K +431 +1%
NPT
184
Nixon Peabody Trust
Massachusetts
$11.9M +$575K +1,972 +5%
Korea Investment Corp
185
Korea Investment Corp
South Korea
$11.9M -$31.1M -106,688 -72%
FLPIM
186
F.L. Putnam Investment Management
Massachusetts
$11.8M -$264K -906 -2%
TD Asset Management
187
TD Asset Management
Ontario, Canada
$11.8M +$14K +48 +0.1%
TAM
188
Trillium Asset Management
Massachusetts
$11.7M -$38.7K -133 -0.3%
IP
189
Isthmus Partners
Wisconsin
$11.6M +$197K +676 +2%
CAM
190
Congress Asset Management
Massachusetts
$11.3M -$101K -347 -0.9%
RAM
191
Resona Asset Management
Japan
$11.2M +$11.2M +38,569 New
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$11M +$967K +3,318 +10%
HighTower Advisors
193
HighTower Advisors
Illinois
$11M -$510K -1,752 -4%
KCM
194
Kornitzer Capital Management
Kansas
$10.8M +$1.52M +5,201 +16%
First Trust Advisors
195
First Trust Advisors
Illinois
$10.5M -$2.38M -8,179 -18%
PCIA
196
Prime Capital Investment Advisors
Kansas
$10.2M +$786K +2,698 +8%
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$10.1M -$574K -1,969 -5%
BCWM
198
Bartlett & Co Wealth Management
Ohio
$9.94M -$57.7K -198 -0.6%
MKC
199
M. Kraus & Co
Vermont
$9.83M +$54.5K +187 +0.6%
CCWA
200
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.71M -$434K -1,491 -4%
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