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Rockwell Automation
ROK

Overview Fund Activity

1,191 hedge funds and large institutions have $26.2B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 432 increasing their positions, 415 reducing their positions, and 120 closing their positions.

Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
17.27%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
117
Increased
432
Reduced
415
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.61B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$414M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
UBS Group
4
UBS Group
Switzerland
$614M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.09B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$661M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$108M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Swedbank
5
Swedbank
Sweden
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.09B 14,048,986 +438,356 +3%
BlackRock
2
BlackRock
New York
$2.62B 8,987,595 -939,910 -9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.61B 5,532,949 +5,006,706 +951%
State Street
4
State Street
Massachusetts
$1.34B 4,605,105 +74,234 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$770M 2,649,715 +71,560 +3%
Morgan Stanley
6
Morgan Stanley
New York
$661M 2,269,549 -2,477,977 -52%
UBS Group
7
UBS Group
Switzerland
$614M 2,108,499 +615,516 +41%
Bank of America
8
Bank of America
North Carolina
$561M 1,924,388 -112,024 -6%
Lazard Asset Management
9
Lazard Asset Management
New York
$440M 1,510,019 +365,795 +32%
Amundi
10
Amundi
France
$439M 1,600,234 -162,579 -9%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$414M 1,420,265 +1,174,525 +478%
Northern Trust
12
Northern Trust
Illinois
$386M 1,326,188 -29,826 -2%
Goldman Sachs
13
Goldman Sachs
New York
$381M 1,307,915 -52,887 -4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$320M 1,097,788 -14,619 -1%
ATO
15
Alecta Tjanstepension Omsesidigt
Sweden
$318M 1,093,175 – –
Ninety One (UK)
16
Ninety One (UK)
United Kingdom
$290M 994,404 +177,014 +22%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$278M 955,574 +54,948 +6%
CIP
18
Champlain Investment Partners
Vermont
$250M 859,717 +388,400 +82%
Invesco
19
Invesco
Georgia
$246M 844,480 -254,678 -23%
Legal & General Group
20
Legal & General Group
United Kingdom
$238M 818,266 +931 +0.1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$237M 813,194 -36,651 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$231M 793,061 -45,725 -5%
UBS AM
23
UBS AM
Illinois
$228M 783,089 -35,946 -4%
HL
24
Harding Loevner
New Jersey
$225M 773,501 -76,924 -9%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$210M 720,297 +41,855 +6%
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