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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+45
Holders Change %
+4.58%
% of All Funds
18.05%
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 Holding Trade Value Shares
Change 		Shares
Change %
BC
426
Burney Company
Virginia
$1.49M -$15.9K -54 -1%
BPCA
427
Bank Pictet & Cie (Asia)
Singapore
$1.49M +$8.23K +28 +0.6%
JDR
428
Jay D. Rosenbaum
$1.49M -$165K -561 -10%
PCM
429
Peregrine Capital Management
Minnesota
$1.48M – – –
WSCM
430
Wellington Shields Capital Management
New York
$1.47M – – –
PI
431
Pettee Investors
Connecticut
$1.46M – – –
SPIA
432
Steward Partners Investment Advisory
New York
$1.46M -$125K -426 -8%
PIM
433
Penobscot Investment Management
Massachusetts
$1.46M – – –
VWM
434
Venturi Wealth Management
Texas
$1.44M -$87.3K -297 -6%
GIA
435
Gladstone Institutional Advisory
Florida
$1.43M +$896K +3,047 +169%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42M -$353K -1,201 -20%
LB
437
Legacy Bridge
Iowa
$1.42M +$1.42M +4,814 New
YIH
438
Y-Intercept (HK)
Hong Kong
$1.38M +$250K +851 +22%
TRCT
439
Tower Research Capital (TRC)
New York
$1.36M +$947K +3,219 +228%
RB
440
Rodgers Brothers
Pennsylvania
$1.35M -$73.5K -250 -5%
ANBT
441
American National Bank & Trust
Texas
$1.35M +$50.3K +171 +4%
CA
442
Cetera Advisors
Colorado
$1.35M +$249K +847 +23%
SPC
443
Sigma Planning Corp
Michigan
$1.34M -$290K -986 -18%
DTL
444
Dynamic Technology Lab
Singapore
$1.34M +$1.34M +4,560 New
STC
445
Sarah T. Connolly
$1.34M -$298K -1,013 -18%
HKAM
446
Horizon Kinetics Asset Management
New York
$1.32M -$101K -345 -7%
Cetera Investment Advisers
447
Cetera Investment Advisers
Illinois
$1.32M -$23.2K -79 -2%
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$1.31M -$1.77K -6 -0.1%
ATC
449
Argent Trust Co
Tennessee
$1.27M -$76.1K -259 -6%
RIA
450
Regal Investment Advisors
Michigan
$1.26M -$65K -221 -5%
16 17
18
19 20