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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 %
SF
501
Summit Financial
New Jersey
$904K +$478K +1,625 +112%
FMBTD
502
First Midwest Bank Trust Division
Illinois
$888K -$24.1K -82 -3%
AWM
503
AE Wealth Management
Kansas
$888K +$65K +221 +8%
MIA
504
MainStreet Investment Advisors
Illinois
$885K +$52.3K +178 +6%
WS
505
Wedbush Securities
California
$883K -$25.3K -86 -3%
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$882K -$6.77K -23 -0.8%
RC
507
RBF Capital
California
$882K – – –
AC
508
Allstate Corporation
Illinois
$880K -$113K -383 -11%
MCM
509
Murphy Capital Management
New Jersey
$880K -$14.7K -50 -2%
SC
510
Savant Capital
Illinois
$865K +$1.77K +6 +0.2%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$853K +$50.9K +173 +6%
OQS
512
Occudo Quantitative Strategies
Florida
$837K -$395K -1,344 -32%
RIM
513
Redpoint Investment Management
Australia
$833K -$56.1K -191 -6%
VI
514
Vestcor Inc
New Brunswick, Canada
$828K -$69.7K -237 -8%
WT
515
Washington Trust
Rhode Island
$816K – – –
APA
516
American Portfolios Advisors
New York
$796K +$52.9K +180 +7%
ACM
517
Advisors Capital Management
New Jersey
$789K +$10.3K +35 +1%
WA
518
WESPAC Advisors
California
$784K +$784K +2,665 New
PFM
519
Parsec Financial Management
North Carolina
$782K +$782K +2,331 New
MFGM
520
Marshall Financial Group (Maryland)
Maryland
$781K +$64.4K +219 +9%
AIA
521
Avalon Investment & Advisory
Texas
$776K +$118K +402 +18%
WF
522
WoodTrust Financial
Wisconsin
$775K +$464K +1,580 +149%
NL
523
NVWM LLC
Pennsylvania
$769K -$10.9K -37 -1%
TPCW
524
TD Private Client Wealth
New York
$765K +$122K +415 +19%
Millennium Management
525
Millennium Management
New York
$762K -$2.24M -7,616 -75%
19 20
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