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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 %
FSA
476
Franklin Street Advisors
North Carolina
$1.07M -$143K -488 -12%
CI
477
Cigna Investments
Connecticut
$1.06M -$38.8K -132 -4%
PTC
478
Private Trust Company
Ohio
$1.04M +$77.4K +263 +8%
SWM
479
Strategic Wealth Management
Washington
$1.03M -$238K -809 -19%
KF
480
Krilogy Financial
Missouri
$1.01M – – –
MSAM
481
Moloney Securities Asset Management
Missouri
$1M +$1M +3,403 New
NAM
482
NorthCoast Asset Management
Connecticut
$994K +$994K +3,381 New
Fayez Sarofim & Co
483
Fayez Sarofim & Co
Texas
$993K – – –
TC
484
Telemus Capital
Michigan
$986K – – –
SC
485
Samlyn Capital
New York
$982K -$43.5K -148 -4%
KA
486
Kintegral Advisory
New York
$978K – – –
IRF
487
IBM Retirement Fund
New York
$967K +$3.82K +13 +0.4%
N
488
Natixis
France
$965K +$965K +3,283 New
BAMF
489
BI Asset Management Fondsmaeglerselskab
Denmark
$964K – – –
VPIM
490
Vanguard Personalized Indexing Management
California
$959K +$66.1K +225 +7%
Lido Advisors
491
Lido Advisors
California
$953K -$64.1K -218 -6%
HB
492
Homrich & Berg
Georgia
$953K -$8.53K -29 -0.9%
ACP
493
Ashfield Capital Partners
California
$943K -$6.76K -23 -0.7%
SCP
494
Syntal Capital Partners
Texas
$942K -$229K -780 -20%
WANY
495
Wealthspire Advisors (New York)
New York
$938K +$191K +649 +26%
ZCM
496
Ziegler Capital Management
Illinois
$934K +$33.5K +114 +4%
BHC
497
Bowen Hanes & Co
Florida
$926K – – –
BTW
498
Boston Trust Walden
Massachusetts
$926K – – –
BSW
499
Buckingham Strategic Wealth
Missouri
$923K +$3.23K +11 +0.4%
SAMC
500
Spectrum Asset Management (California)
California
$913K +$42.6K +145 +5%
18 19
20
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