ROK icon

Rockwell Automation
ROK

Overview Fund Activity

1,102 hedge funds and large institutions have $27.2B invested in Rockwell Automation in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 363 increasing their positions, 383 reducing their positions, and 63 closing their positions.

Holders
1,102
Holders Change
+50
Holders Change %
+4.75%
% of All Funds
17.64%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
129
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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4B 13,620,464 +24,575 +0.2%
BlackRock
2
BlackRock
New York
$2.61B 8,882,453 -74,202 -0.8%
Capital World Investors
3
Capital World Investors
California
$1.5B 5,100,281 +6,349 +0.1%
State Street
4
State Street
Massachusetts
$1.3B 4,428,066 -55,547 -1%
Morgan Stanley
5
Morgan Stanley
New York
$879M 2,996,298 +255,279 +9%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$853M 2,908,275 -105,090 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$774M 2,638,992 +320,524 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$696M 2,375,698 +51,561 +2%
Bank of America
9
Bank of America
North Carolina
$581M 1,978,341 +28,158 +1%
Amundi
10
Amundi
France
$531M 1,937,944 -219,185 -10%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$477M 1,626,739 +823,275 +102%
UBS Group
12
UBS Group
Switzerland
$464M 1,580,928 -84,148 -5%
Northern Trust
13
Northern Trust
Illinois
$374M 1,274,426 +14,362 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$354M 1,207,723 -168,876 -12%
Invesco
15
Invesco
Georgia
$349M 1,188,496 +333,244 +39%
Goldman Sachs
16
Goldman Sachs
New York
$346M 1,179,240 +39,040 +3%
HL
17
Harding Loevner
New Jersey
$334M 1,137,967 +202,010 +22%
Lazard Asset Management
18
Lazard Asset Management
New York
$333M 1,135,499 -18,620 -2%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$304M 1,036,541 -66,615 -6%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$293M 997,090 -15,361 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$284M 968,933 -17,184 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$257M 877,384 +60,597 +7%
Franklin Resources
23
Franklin Resources
California
$252M 859,976 -38,834 -4%
QP
24
Quilter Plc
United Kingdom
$237M 238,762 +4,384 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$234M 796,590 +18,399 +2%
1
2 3 4 5