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Rockwell Automation
ROK

Overview Fund Activity

1,129 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
1,129
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18%
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 %
Russell Investments Group
201
Russell Investments Group
United Kingdom
$9.17M 32,067 +1,445 +5%
UIM
202
USS Investment Management
United Kingdom
$9.16M 32,030 – –
SF
203
Synovus Financial
Georgia
$9.14M 31,983 -3,869 -11%
SW
204
SVB Wealth
Massachusetts
$9.06M 31,700 -10,630 -25%
AB
205
Amalgamated Bank
New York
$9.04M 31,621 -253 -0.8%
SOMRS
206
State of Michigan Retirement System
Michigan
$9.01M 31,513 -100 -0.3%
AIG
207
American International Group
New York
$8.98M 31,422 -798 -2%
PCIA
208
Prime Capital Investment Advisors
Kansas
$8.98M 31,404 +2,124 +7%
DR
209
Davis Rea
Ontario, Canada
$8.92M 31,210 +7,106 +29%
HBCM
210
Heron Bay Capital Management
Michigan
$8.9M 31,150 +1,625 +6%
D.E. Shaw & Co
211
D.E. Shaw & Co
New York
$8.9M 31,132 +23,127 +289%
CW
212
Connectus Wealth
Ohio
$8.89M 31,105 +25,014 +411%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$8.86M 30,983 +3,245 +12%
SWK
214
Stephen W. Kidder
$8.73M 30,546 -387 -1%
MJP
215
Michael J. Puzo
$8.65M 30,251 +256 +0.9%
NAM
216
NorthCrest Asset Manangement
Minnesota
$8.6M 30,081 +191 +0.6%
JPMPWA
217
J.P. Morgan Private Wealth Advisors
California
$8.51M 29,779 +13,306 +81%
NB
218
Norinchukin Bank
Japan
$8.31M 29,063 -3,086 -10%
PCH
219
Polar Capital Holdings
United Kingdom
$8.25M 28,859 +3,261 +13%
BTW
220
Boston Trust Walden
Massachusetts
$8.07M 28,215 -405 -1%
MAM
221
Mastrapasqua Asset Management
Tennessee
$8.04M 28,125 +268 +1%
BPC
222
Banque Pictet & Cie
Switzerland
$7.88M 27,556 -614 -2%
ATN
223
AMF Tjänstepension
Sweden
$7.73M 27,031 – –
X
224
Xponance
Pennsylvania
$7.71M 26,983 +245 +0.9%
ACIM
225
Azimuth Capital Investment Management
Michigan
$7.7M 26,931 -697 -3%
7 8
9
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