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Rockwell Automation
ROK

Overview Fund Activity

1,136 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

Holders
1,136
Holders Change
+34
Holders Change %
+3.09%
% of All Funds
17.92%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$458M
3
Amundi
3
Amundi
France
$740M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$117M
5
BlackRock
5
BlackRock
New York
$3.01B

Top Sellers

1
ATO
1
Alecta Tjanstepension Omsesidigt
Sweden
$360M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$265M
3
VanEck Associates
3
VanEck Associates
New York
$22.2M
4
HL
4
Harding Loevner
New Jersey
$318M
5
Franklin Resources
5
Franklin Resources
California
$240M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.5B 13,645,130 +24,666 +0.2%
BlackRock
2
BlackRock
New York
$3.01B 9,145,544 +263,091 +3%
Capital World Investors
3
Capital World Investors
California
$1.93B 5,869,190 +768,909 +15%
State Street
4
State Street
Massachusetts
$1.49B 4,518,655 +90,589 +2%
Morgan Stanley
5
Morgan Stanley
New York
$1.04B 3,153,249 +156,951 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$884M 2,681,951 +42,959 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$810M 2,464,909 +89,211 +4%
Amundi
8
Amundi
France
$740M 2,247,301 +309,357 +16%
Bank of America
9
Bank of America
North Carolina
$733M 2,224,537 +246,196 +12%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$572M 1,735,542 +108,803 +7%
UBS Group
11
UBS Group
Switzerland
$499M 1,514,962 -65,966 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$458M 1,390,958 +513,574 +59%
Northern Trust
13
Northern Trust
Illinois
$446M 1,355,084 +80,658 +6%
Goldman Sachs
14
Goldman Sachs
New York
$386M 1,172,302 -6,938 -0.6%
Lazard Asset Management
15
Lazard Asset Management
New York
$379M 1,150,933 +15,434 +1%
Invesco
16
Invesco
Georgia
$373M 1,131,436 -57,060 -5%
ATO
17
Alecta Tjanstepension Omsesidigt
Sweden
$360M 1,093,175 -1,815,100 -62%
HL
18
Harding Loevner
New Jersey
$318M 964,497 -173,470 -15%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$304M 924,240 -72,850 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$303M 919,283 -49,650 -5%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$299M 906,937 -129,604 -13%
Legal & General Group
22
Legal & General Group
United Kingdom
$272M 825,343 +28,753 +4%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$265M 803,080 -404,643 -34%
Franklin Resources
24
Franklin Resources
California
$240M 729,714 -130,262 -15%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$227M 687,851 -31,504 -4%
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