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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 %
MJP
201
Michael J. Puzo
$8.63M +$548K +1,868 +7%
NB
202
Norinchukin Bank
Japan
$8.61M +$62.2K +212 +0.7%
CWP
203
Core Wealth Partners
California
$8.58M +$8.58M +29,238 New
RJFSA
204
Raymond James Financial Services Advisors
Florida
$8.56M -$1.8M -6,118 -17%
FAF
205
Fjarde Ap-fonden
Sweden
$8.42M -$235K -800 -3%
ACIM
206
Azimuth Capital Investment Management
Michigan
$8.27M -$128K -435 -2%
EVM
207
Evelyn V. Moreno
$8.1M -$135K -461 -2%
BTW
208
Boston Trust Walden
Massachusetts
$8.09M -$47K -160 -0.6%
ATN
209
AMF Tjänstepension
Sweden
$7.94M – – –
AAM
210
Advisors Asset Management
Colorado
$7.71M -$1.12M -3,821 -13%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$7.7M +$1.15M +3,927 +18%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.68M -$905K -3,084 -11%
CJL
213
Cyrus J. Lawrence
New York
$7.61M -$37.3K -127 -0.5%
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$7.59M -$92.4K -315 -1%
Creative Planning
215
Creative Planning
Kansas
$7.57M -$11.4K -39 -0.2%
HBCM
216
Heron Bay Capital Management
Michigan
$7.55M +$315K +1,072 +4%
PCH
217
Polar Capital Holdings
United Kingdom
$7.51M +$1.73M +5,890 +30%
Cerity Partners
218
Cerity Partners
New York
$7.5M +$436K +658 +6%
NME
219
Notis-McConarty Edward
$7.33M -$98.3K -335 -1%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$7.3M +$217K +741 +3%
Assenagon Asset Management
221
Assenagon Asset Management
Luxembourg
$7.24M +$4.68M +15,944 +183%
FMAEN1
222
Fund Management at Engine No 1
California
$7.2M +$728K +2,482 +11%
PGA
223
Portland Global Advisors
Maine
$7.16M +$43.7K +149 +0.6%
KAS
224
Kestra Advisory Services
Texas
$7.06M -$24.9K -85 -0.4%
TPSF
225
Texas Permanent School Fund
Texas
$7.02M +$2.23M +7,613 +47%
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