ROK icon

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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
Holocene Advisors
New York
$7.65M
3
ATN
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
351
Global Retirement Partners
California
$2.23M +$537K +2,022 +32%
OCM
352
Orser Capital Management
Texas
$2.14M +$939K +3,540 +79%
WAM
353
Westport Asset Management
Connecticut
$2.12M – – –
Canada Pension Plan Investment Board
354
Canada Pension Plan Investment Board
Ontario, Canada
$2.1M -$8.91M -33,580 -81%
BAM
355
Blueshift Asset Management
New Jersey
$2.1M +$1.82M +6,855 +657%
RJT
356
Raymond James Trust
Florida
$2.09M +$123K +464 +6%
ASN
357
Advisory Services Network
Georgia
$2.08M +$327K +1,233 +19%
Pacer Advisors
358
Pacer Advisors
Pennsylvania
$2.04M -$89.7K -338 -4%
4WM
359
44 Wealth Management
Oregon
$2.02M +$21K +79 +1%
ECM
360
Everence Capital Management
Indiana
$2M +$425K +1,600 +27%
CI
361
CX Institutional
Indiana
$1.99M +$1.88M +7,084 +1,699%
CGH
362
Crossmark Global Holdings
Texas
$1.97M +$531 +2 +0%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$1.96M – – –
PFO
364
Pathstone Family Office
New Jersey
$1.93M +$1.93M +7,253 New
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$1.91M – – –
KRS
366
Kentucky Retirement Systems
Kentucky
$1.91M -$12.2K -46 -0.6%
NIC
367
Northwest Investment Counselors
Oregon
$1.88M -$79.3K -299 -4%
BFA
368
Benedict Financial Advisors
Georgia
$1.87M -$3.45K -13 -0.2%
SWM
369
Strategic Wealth Management
Washington
$1.82M +$889K +3,350 +96%
WC
370
Weil Company
California
$1.79M +$430K +1,619 +32%
AB
371
Amalgamated Bank
New York
$1.78M -$75.7K -285 -4%
SG Americas Securities
372
SG Americas Securities
New York
$1.77M +$417K +1,573 +31%
QT
373
Quantbot Technologies
New York
$1.75M +$1.75M +6,582 New
Caisse de Depot et Placement du Quebec (CDPQ)
374
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.73M -$332K -1,250 -16%
FL
375
Fort LP
Maryland
$1.73M +$219K +825 +14%
13 14
15
16 17