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Rockwell Automation
ROK

Overview Fund Activity

968 hedge funds and large institutions have $23.6B invested in Rockwell Automation in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 351 increasing their positions, 336 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
–
Holders Change %
0%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
91
Increased
351
Reduced
336
Closed
84
Calls
$118M
Puts
$71.6M
Net Calls
+$46.6M
Net Calls Change
+$2.22M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$381M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$840M
3
Bank of America
3
Bank of America
North Carolina
$589M
4
CVA
4
Ceredex Value Advisors
Florida
$163M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$292M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
2
Holocene Advisors
New York
$7.65M
3
ATN
3
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
4
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
251
Catalyst Capital Advisors
New York
$5.65M -$531K -2,000 -9%
Jane Street
252
Jane Street
New York
$5.54M -$393K -1,479 -7%
Creative Planning
253
Creative Planning
Kansas
$5.52M -$106K -401 -2%
JPMPWA
254
J.P. Morgan Private Wealth Advisors
California
$5.38M +$29.2K +110 +0.5%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$5.35M +$1.81M +6,836 +51%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$5.35M +$176K +662 +3%
Wellington Management Group
257
Wellington Management Group
Massachusetts
$5.32M -$2.25M -8,466 -30%
PGA
258
Portland Global Advisors
Maine
$5.31M +$33.4K +126 +0.6%
NPT
259
Nixon Peabody Trust
Massachusetts
$5.25M -$113K -426 -2%
BHIA
260
Birch Hill Investment Advisors
Massachusetts
$5.2M +$3.05M +11,477 +142%
TPSF
261
Texas Permanent School Fund
Texas
$5.15M -$98.5K -371 -2%
MSL
262
Mackay Shields LLC
New York
$5.14M -$44.6K -168 -0.9%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$5.06M -$141K -532 -3%
FT
264
Fiduciary Trust
Massachusetts
$4.94M +$402K +1,515 +9%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$4.9M +$191K +728 +4%
Natixis Advisors
266
Natixis Advisors
Massachusetts
$4.88M -$112K -421 -2%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$4.77M -$8.49K -32 -0.2%
CCT
268
Chemung Canal Trust
New York
$4.76M -$190K -714 -4%
TPM
269
Triasima Portfolio Management
Quebec, Canada
$4.67M +$1.22M +4,615 +36%
MOACM
270
Mutual of America Capital Management
New York
$4.64M +$71.1K +268 +2%
DILIC
271
Dai-ichi Life Insurance Company
Japan
$4.64M – – –
TCM
272
Telos Capital Management
California
$4.63M +$354K +1,335 +8%
SFI
273
Susquehanna Fundamental Investments
Pennsylvania
$4.62M +$3.28M +12,352 +244%
MLICM
274
Metropolitan Life Insurance Company (MetLife)
New York
$4.55M -$248K -934 -5%
LJHT
275
Laurie J. Hall Trustee
$4.54M +$87.6K +330 +2%
9 10
11
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