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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.85B 14,003,611 -45,375 -0.3%
BlackRock
2
BlackRock
New York
$2.5B 9,064,783 +77,188 +0.9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.65B 5,985,712 +452,763 +8%
State Street
4
State Street
Massachusetts
$1.28B 4,636,188 +31,083 +0.7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$733M 2,669,162 +19,447 +0.7%
Lazard Asset Management
6
Lazard Asset Management
New York
$616M 2,238,754 +728,735 +48%
UBS Group
7
UBS Group
Switzerland
$561M 2,039,428 -69,071 -3%
Morgan Stanley
8
Morgan Stanley
New York
$557M 2,022,884 -246,665 -11%
Amundi
9
Amundi
France
$539M 2,020,210 +419,976 +26%
Bank of America
10
Bank of America
North Carolina
$400M 1,453,375 -471,013 -24%
Goldman Sachs
11
Goldman Sachs
New York
$398M 1,444,355 +136,440 +10%
Northern Trust
12
Northern Trust
Illinois
$362M 1,314,444 -11,744 -0.9%
Charles Schwab
13
Charles Schwab
California
$321M 1,165,508 +506,384 +77%
ATO
14
Alecta Tjanstepension Omsesidigt
Sweden
$301M 1,093,175 – –
Invesco
15
Invesco
Georgia
$300M 1,089,101 +244,621 +29%
UBS AM
16
UBS AM
Illinois
$292M 1,061,127 +278,038 +36%
Norges Bank
17
Norges Bank
Norway
$277M 1,007,983 +919,994 +1,046%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$267M 968,759 -25,645 -3%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$261M 947,004 -150,784 -14%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$260M 945,244 -10,330 -1%
CIP
21
Champlain Investment Partners
Vermont
$238M 863,837 +4,120 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$232M 842,012 +48,951 +6%
Pictet Asset Management
23
Pictet Asset Management
Switzerland
$231M 838,393 +137,460 +20%
Legal & General Group
24
Legal & General Group
United Kingdom
$219M 795,904 -22,362 -3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$219M 794,739 +74,442 +10%
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