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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 %
AssetMark Inc
551
AssetMark Inc
California
$647K -$54.4K -185 -8%
SWM
552
Selective Wealth Management
Virginia
$643K +$92.6K +315 +17%
FC
553
FORA Capital
Florida
$635K -$1.61M -5,471 -72%
EW
554
Evoke Wealth
California
$633K – – –
BIM
555
Baldwin Investment Management
Pennsylvania
$632K +$1.47K +5 +0.2%
CCP
556
Corient Capital Partners
California
$630K +$10.3K +35 +2%
DMBA
557
Deseret Mutual Benefit Administrators
Utah
$628K +$490K +1,666 +355%
CRC
558
Curi RMB Capital
Illinois
$619K – – –
BCM
559
Birmingham Capital Management
Alabama
$617K – – –
LNC
560
Lincoln National Corp
Pennsylvania
$617K +$108K +366 +21%
FAM
561
Formidable Asset Management
Ohio
$616K – – –
DP
562
Dearborn Partners
Illinois
$610K – – –
CANY
563
Caxton Associates (New York)
New York
$609K +$609K +2,071 New
ICP
564
Interchange Capital Partners
Pennsylvania
$604K -$1.18K -4 -0.2%
HA
565
Harfst & Associates
Wyoming
$601K -$587 -2 -0.1%
EIG
566
Ellenbecker Investment Group
Wisconsin
$601K +$1.76K +6 +0.3%
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$599K +$230K +782 +62%
KPWS
568
Kestra Private Wealth Services
Texas
$596K -$8.23K -28 -1%
MC
569
Moors & Cabot
Massachusetts
$595K +$51K +174 +9%
LIP
570
Liontrust Investment Partners
United Kingdom
$595K +$595K +2,023 New
MI
571
Markston International
New York
$594K – – –
BHWM
572
Bar Harbor Wealth Management
New Hampshire
$593K +$7.35K +25 +1%
LBD
573
Landsberg Bennett & Dubbaneh
Florida
$592K – – –
IA
574
IndexIQ Advisors
New York
$592K +$28.5K +97 +5%
MHIC
575
Marble Harbor Investment Counsel
Massachusetts
$591K +$121K +410 +26%
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23
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