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Rockwell Automation
ROK

Overview Fund Activity

983 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 344 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+15
Holders Change %
+1.55%
% of All Funds
17.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
99
Increased
344
Reduced
313
Closed
74
Calls
$119M
Puts
$85.6M
Net Calls
+$33.1M
Net Calls Change
-$13.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.03B
2
American Century Companies
American Century Companies
Missouri
$358M
3
Macquarie Group
Macquarie Group
Australia
$82.7M
4
Invesco
Invesco
Georgia
$368M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$946M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$215M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$421M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$228M
4
CVA
Ceredex Value Advisors
Florida
$116M
5
CIM
CCLA Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
226
Regal Wealth Group
California
$6.96M +$8.3K +29 +0.1%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$6.85M +$1.08M +3,793 +19%
GC
228
Guggenheim Capital
Illinois
$6.8M +$185K +646 +3%
HBCM
229
Heron Bay Capital Management
Michigan
$6.76M -$114K -400 -2%
BCI
230
Brinker Capital Investments
Pennsylvania
$6.72M +$3.47M +12,116 +106%
NME
231
Notis-McConarty Edward
$6.7M +$44.6K +156 +0.7%
OC
232
Oppenheimer & Co
New York
$6.68M +$425K +1,487 +7%
QIM
233
Quantitative Investment Management
Virginia
$6.68M +$4M +13,974 +149%
DWA
234
Douglass Winthrop Advisors
New York
$6.66M +$32.6K +114 +0.5%
SCM
235
Sandler Capital Management
New York
$6.65M +$6.65M +23,238 New
MIH
236
Meitav Investment House
Israel
$6.64M -$1.8M -6,299 -21%
SG Americas Securities
237
SG Americas Securities
New York
$6.6M +$4.69M +16,404 +246%
Nomura Asset Management
238
Nomura Asset Management
Japan
$6.59M -$56.6K -198 -0.9%
BPC
239
Banque Pictet & Cie
Switzerland
$6.51M -$1.01M -3,539 -13%
Allianz Asset Management
240
Allianz Asset Management
Germany
$6.44M -$5.99M -20,931 -48%
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.35M -$78.1K -273 -1%
URS
242
Utah Retirement Systems
Utah
$6.33M -$28.6K -100 -0.4%
RCYC
243
Richard C. Young & Co
Rhode Island
$6.31M -$94.1K -329 -1%
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$6.24M +$2.18M +7,620 +54%
CIM
245
Contravisory Investment Management
Massachusetts
$6.2M -$33.7K -118 -0.5%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$6.16M +$699K +2,443 +13%
H
247
Hexavest
Quebec, Canada
$6.15M +$3.59M +12,568 +141%
Bank of Nova Scotia
248
Bank of Nova Scotia
Ontario, Canada
$6.12M -$125K -437 -2%
JPMPWA
249
J.P. Morgan Private Wealth Advisors
California
$6.09M +$295K +1,032 +5%
BRWA
250
B. Riley Wealth Advisors
Florida
$5.92M +$5.5M +19,230 +1,311%
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