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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$204M 767,144 +22,922 +3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$176M 661,822 +24,229 +4%
Impax Asset Management Group
28
Impax Asset Management Group
United Kingdom
$167M 629,894 +89,777 +17%
CIP
29
Champlain Investment Partners
Vermont
$165M 620,477 +7,745 +1%
CVA
30
Ceredex Value Advisors
Florida
$163M 615,678 +445,694 +262%
Wells Fargo
31
Wells Fargo
California
$154M 579,571 -23,044 -4%
Franklin Resources
32
Franklin Resources
California
$152M 573,026 -14,672 -2%
Swedbank
33
Swedbank
Sweden
$144M 542,801 – –
Charles Schwab
34
Charles Schwab
California
$144M 542,482 -19,825 -4%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$132M 499,078 +18,155 +4%
APG Asset Management
36
APG Asset Management
Netherlands
$124M 548,291 +89,402 +19%
Swiss National Bank
37
Swiss National Bank
Switzerland
$119M 446,746 +8,900 +2%
PPA
38
Parametric Portfolio Associates
Washington
$114M 428,434 +7,066 +2%
BMSSC
39
B. Metzler seel. Sohn & Co
Germany
$113M 427,102 +121,584 +40%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$103M 395,160 -2,686 -0.7%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$87.5M 329,793 -150,716 -31%
EAM
42
Eagle Asset Management
Florida
$79.7M 302,516 +232,029 +329%
SC
43
Saturna Capital
Washington
$79.6M 300,000 – –
AC
44
Alleghany Corporation
New York
$79.6M 299,899 +33,504 +13%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$78M 292,652 +31,191 +12%
Primecap Management
46
Primecap Management
California
$77M 290,220 -3,665 -1%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$76.5M 288,151 +139,022 +93%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$75.3M 283,759 -48,708 -15%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$71.6M 269,602 +83,580 +45%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$70.8M 266,849 -11,085 -4%
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