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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 %
UBS AM
26
UBS AM
Illinois
$209M 709,699 -219,429 -24%
Impax Asset Management Group
27
Impax Asset Management Group
United Kingdom
$205M 698,555 -6,960 -1%
CIP
28
Champlain Investment Partners
Vermont
$201M 682,591 +63,539 +10%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$201M 682,209 +2,137 +0.3%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$187M 636,838 -112,096 -15%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$166M 554,181 +15,475 +3%
Swedbank
32
Swedbank
Sweden
$162M 549,828 -766 -0.1%
Wells Fargo
33
Wells Fargo
California
$158M 538,620 +26,525 +5%
Charles Schwab
34
Charles Schwab
California
$158M 537,426 +5,024 +0.9%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$155M 527,061 +5,239 +1%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$144M 490,200 +74,084 +18%
Swiss National Bank
37
Swiss National Bank
Switzerland
$135M 458,905 -14,600 -3%
APG Asset Management
38
APG Asset Management
Netherlands
$125M 492,894 -20,493 -4%
PPA
39
Parametric Portfolio Associates
Washington
$124M 422,775 -19,051 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$107M 363,066 +13,547 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$94.6M 321,570 +22,483 +8%
AC
42
Alleghany Corporation
New York
$93.2M 316,899 +17,000 +6%
EAM
43
Eagle Asset Management
Florida
$89.7M 304,945 +2,317 +0.8%
William Blair & Company
44
William Blair & Company
Illinois
$88.5M 300,918 +9,901 +3%
SC
45
Saturna Capital
Washington
$88.2M 300,000 – –
Primecap Management
46
Primecap Management
California
$84.5M 287,250 -580 -0.2%
CS
47
Credit Suisse
Switzerland
$81.2M 276,222 +9,616 +4%
Two Sigma Investments
48
Two Sigma Investments
New York
$81.2M 275,986 +275,986 New
Deutsche Bank
49
Deutsche Bank
Germany
$81.1M 275,672 -8,537 -3%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$80.4M 273,332 -5,600 -2%
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