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Rockwell Automation
ROK

Overview Fund Activity

1,210 hedge funds and large institutions have $27.8B invested in Rockwell Automation in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 404 increasing their positions, 398 reducing their positions, and 79 closing their positions.

Holders
1,210
Holders Change
+82
Holders Change %
+7.27%
% of All Funds
17.74%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
177
Increased
404
Reduced
398
Closed
79
Calls
$114M
Puts
$89.6M
Net Calls
+$24.1M
Net Calls Change
+$56.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.47B
2
BlackRock
2
BlackRock
New York
$3.08B
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$134M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$135M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$89.5M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$726M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$345M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$1.79M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$457M
5
Amundi
5
Amundi
France
$534M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.23B 13,610,630 +104,372 +0.8%
BlackRock
2
BlackRock
New York
$3.08B 9,927,505 +436,158 +5%
Morgan Stanley
3
Morgan Stanley
New York
$1.47B 4,747,526 +1,595,422 +51%
State Street
4
State Street
Massachusetts
$1.41B 4,530,871 +91,099 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$798M 2,578,155 +65,415 +3%
Capital World Investors
6
Capital World Investors
California
$726M 2,337,022 -2,923,829 -56%
Bank of America
7
Bank of America
North Carolina
$632M 2,036,412 -244,993 -11%
Amundi
8
Amundi
France
$534M 1,762,813 -268,550 -13%
UBS Group
9
UBS Group
Switzerland
$464M 1,492,983 -25,824 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$457M 1,472,495 -435,624 -23%
Goldman Sachs
11
Goldman Sachs
New York
$423M 1,360,802 +105,255 +8%
Northern Trust
12
Northern Trust
Illinois
$421M 1,356,014 -43,062 -3%
Lazard Asset Management
13
Lazard Asset Management
New York
$355M 1,144,224 -4,190 -0.4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$345M 1,112,407 -1,639,816 -60%
Invesco
15
Invesco
Georgia
$341M 1,099,158 -34,634 -3%
ATO
16
Alecta Tjanstepension Omsesidigt
Sweden
$339M 1,093,175 – –
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$280M 900,626 +2,736 +0.3%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$264M 849,845 -14,779 -2%
HL
19
Harding Loevner
New Jersey
$263M 850,425 -13,238 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$260M 838,786 -37,139 -4%
UBS AM
21
UBS AM
Illinois
$254M 819,035 +71,352 +10%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$254M 817,390 -76,130 -9%
Legal & General Group
23
Legal & General Group
United Kingdom
$254M 817,335 +38,039 +5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$211M 678,442 +19,656 +3%
Charles Schwab
25
Charles Schwab
California
$200M 645,485 +35,070 +6%
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