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Rockwell Automation
ROK

Overview Fund Activity

1,145 hedge funds and large institutions have $25.2B invested in Rockwell Automation in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 398 increasing their positions, 423 reducing their positions, and 118 closing their positions.

Holders
1,145
Holders Change
-46
Holders Change %
-3.86%
% of All Funds
16.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
87
Increased
398
Reduced
423
Closed
118
Calls
$97.1M
Puts
$141M
Net Calls
-$43.7M
Net Calls Change
+$2.85M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$277M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$215M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$616M
4
VanEck Associates
4
VanEck Associates
New York
$210M
5
Charles Schwab
5
Charles Schwab
California
$321M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$166M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$4.08M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$1.94M
4
Bank of America
4
Bank of America
North Carolina
$400M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
201
Gotham Asset Management
New York
$8.55M 31,075 +16,026 +106%
SAM
202
Sompo Asset Management
Japan
$8.54M 31,017 +2,927 +10%
MIM
203
MetLife Investment Management
New Jersey
$8.51M 30,908 -678 -2%
NAM
204
NorthCrest Asset Manangement
Minnesota
$8.5M 30,869 +328 +1%
PGA
205
Portland Global Advisors
Maine
$8.33M 30,277 +909 +3%
Brown Advisory
206
Brown Advisory
Maryland
$8.31M 30,183 -2,088 -6%
CAM
207
Cidel Asset Management
Ontario, Canada
$8.27M 30,033 -18,245 -38%
Cerity Partners
208
Cerity Partners
New York
$8.24M 29,950 +2,842 +10%
BAM
209
Bell Asset Management
Australia
$8.17M 29,695 +29,695 New
DnB Asset Management
210
DnB Asset Management
Norway
$8.17M 29,679 -1,703 -5%
SWK
211
Stephen W. Kidder
$8.08M 29,369 +208 +0.7%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$7.98M 28,972 +2,410 +9%
BTW
213
Boston Trust Walden
Massachusetts
$7.94M 28,855 +585 +2%
AAM
214
Advisors Asset Management
Colorado
$7.94M 28,851 +927 +3%
BPC
215
Banque Pictet & Cie
Switzerland
$7.93M 28,807 +2,425 +9%
PCIA
216
Prime Capital Investment Advisors
Kansas
$7.65M 27,787 -7,117 -20%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$7.57M 27,511 +204 +0.7%
SA
218
SpiderRock Advisors
Delaware
$7.56M 27,480 +2,013 +8%
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.55M 25,645 +1,185 +5%
RT
220
Rockland Trust
Massachusetts
$7.51M 27,268 -5,849 -18%
Fayez Sarofim & Co
221
Fayez Sarofim & Co
Texas
$7.45M 27,063 +6,978 +35%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$7.41M 26,934 -629 -2%
KAS
223
Kestra Advisory Services
Texas
$7.33M 27,393 -509 -2%
Retirement Systems of Alabama
224
Retirement Systems of Alabama
Alabama
$6.92M 25,147 -146 -0.6%
Creative Planning
225
Creative Planning
Kansas
$6.92M 25,120 -1,057 -4%
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