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Rockwell Automation
ROK

Overview Fund Activity

1,028 hedge funds and large institutions have $26.7B invested in Rockwell Automation in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 356 increasing their positions, 342 reducing their positions, and 55 closing their positions.

Holders
1,028
Holders Change
+45
Holders Change %
+4.58%
% of All Funds
18.06%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
111
Increased
356
Reduced
342
Closed
55
Calls
$75.2M
Puts
$80M
Net Calls
-$4.85M
Net Calls Change
-$38M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$919M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$81.2M
3
Franklin Resources
3
Franklin Resources
California
$225M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$391M
5
Citadel Advisors
5
Citadel Advisors
Florida
$49M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$80.2M
2
BMSSC
2
B. Metzler seel. Sohn & Co
Germany
$4.15M
3
CVA
3
Ceredex Value Advisors
Florida
$0
4
KFS
4
Kelly Financial Services
Massachusetts
$300K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$901M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
226
Allianz Asset Management
Germany
$7.13M 24,243 +1,741 +8%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$7.08M 24,085 +2,794 +13%
Comerica Bank
228
Comerica Bank
Texas
$7.08M 22,377 -5,867 -21%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$7.04M 23,950 +2,148 +10%
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$7.03M 23,903 -18,777 -44%
Nomura Asset Management
231
Nomura Asset Management
Japan
$7.02M 23,879 +847 +4%
DWA
232
Douglass Winthrop Advisors
New York
$6.85M 23,279 +6 +0%
HBCM
233
Heron Bay Capital Management
Michigan
$6.84M 23,272 -374 -2%
NW
234
NewEdge Wealth
Pennsylvania
$6.83M 23,241 -7,639 -25%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$6.83M 23,240 +6,325 +37%
OC
236
Oppenheimer & Co
New York
$6.79M 23,087 -251 -1%
BCI
237
Brinker Capital Investments
Pennsylvania
$6.72M 23,501 – –
BPC
238
Banque Pictet & Cie
Switzerland
$6.68M 22,723 -26 -0.1%
RWG
239
Regal Wealth Group
California
$6.66M 22,639 -1,701 -7%
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.66M 22,633 +450 +2%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$6.48M 22,048 -1,903 -8%
RCYC
242
Richard C. Young & Co
Rhode Island
$6.46M 21,977 -89 -0.4%
BCIM
243
British Columbia Investment Management
British Columbia, Canada
$6.31M 21,444 -78 -0.4%
CIM
244
Contravisory Investment Management
Massachusetts
$6.17M 20,998 -680 -3%
URS
245
Utah Retirement Systems
Utah
$6.17M 20,986 -1,151 -5%
Truist Financial
246
Truist Financial
North Carolina
$6.11M 20,790 +1,496 +8%
CM
247
Churchill Management
California
$6.08M 20,687 +20,687 New
TPM
248
Triasima Portfolio Management
Quebec, Canada
$6.07M 20,645 +425 +2%
LD
249
Lipe & Dalton
New York
$6.04M 20,538 +1,180 +6%
MIH
250
Meitav Investment House
Israel
$6.03M 20,503 -2,700 -12%
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