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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 %
SAM
526
Strategy Asset Managers
California
$762K +$762K +2,593 New
HCM
527
Hutchinson Capital Management
California
$755K – – –
RFC
528
Regions Financial Corp
Alabama
$751K -$37.4K -127 -5%
Verition Fund Management
529
Verition Fund Management
Connecticut
$751K +$523K +1,779 +230%
RPC
530
Rossmore Private Capital
Connecticut
$750K – – –
AIM
531
Achmea Investment Management
Netherlands
$748K +$46.8K +159 +7%
JCM
532
Janney Capital Management
Pennsylvania
$744K – – –
MA
533
MONECO Advisors
Connecticut
$734K +$1.47K +5 +0.2%
EMG
534
ETF Managers Group
New Jersey
$734K +$59.9K +201 +9%
FMN
535
Financial Management Network
California
$732K – – –
SFA
536
Sequoia Financial Advisors
Ohio
$727K -$368K -1,252 -34%
CSIC
537
Clifford Swan Investment Counsel
California
$724K -$25.6K -80 -3%
MIP
538
Marietta Investment Partners
Wisconsin
$722K – – –
DWM
539
Dakota Wealth Management
Florida
$717K +$189K +644 +36%
AIM
540
Aspen Investment Management
Michigan
$710K – – –
SWA
541
SFMG Wealth Advisors
Texas
$705K +$15K +51 +2%
TCOO
542
Trust Company of Oklahoma
Oklahoma
$698K – – –
BS
543
Boenning & Scattergood
Pennsylvania
$695K – – –
ECG
544
Edge Capital Group
Georgia
$691K – – –
GT
545
Greenleaf Trust
Michigan
$682K -$13.5K -46 -2%
CAM
546
Claret Asset Management
Quebec, Canada
$680K +$23.8K +81 +4%
WTB
547
Washington Trust Bank
Washington
$676K – – –
CCM
548
Covington Capital Management
California
$668K +$233K +792 +54%
DWT
549
Dorsey & Whitney Trust
South Dakota
$653K +$156K +530 +31%
CAAS
550
Capital Asset Advisory Services
Michigan
$649K +$34.1K +116 +6%
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