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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 %
GC
576
Grimes & Company
Massachusetts
$590K -$47.4K -161 -7%
FFA
577
Fragasso Financial Advisors
Pennsylvania
$590K +$350K +1,189 +146%
AWM
578
Apollon Wealth Management
South Carolina
$590K +$590K +2,006 New
SA
579
Sicart Associates
New York
$588K -$118K -400 -17%
RHBC
580
R.H. Bluestein & Co
Michigan
$588K – – –
NJBEST
581
New Jersey Better Educational Savings Trust
New Jersey
$588K – – –
LWM
582
Loveless Wealth Management
Montana
$588K – – –
PDN
583
Pensionfund DSM Netherlands
Netherlands
$588K +$588K +2,000 New
CCG
584
Chatham Capital Group
Georgia
$586K – – –
MIM
585
MTM Investment Management
South Carolina
$582K – – –
CT
586
Chicago Trust
Illinois
$581K – – –
HPC
587
HM Payson & Co
Maine
$577K – – –
SO
588
STRS Ohio
Ohio
$574K -$59.3K -202 -9%
AC
589
Addison Capital
Pennsylvania
$569K +$2.94K +10 +0.5%
CCT
590
Chemung Canal Trust
New York
$568K -$4.56M -15,505 -89%
MS
591
Maven Securities
Jersey
$565K +$565K +1,923 New
S
592
SignatureFD
Georgia
$564K +$22.9K +78 +4%
TFS
593
TrustCore Financial Services
Tennessee
$563K +$5.29K +18 +0.9%
IC
594
Inscription Capital
Texas
$563K +$563K +1,915 New
CIA
595
Choate Investment Advisors
Massachusetts
$561K +$1.47K +5 +0.3%
BF
596
BOK Financial
Oklahoma
$561K +$561K +1,909 New
SCA
597
Stonebridge Capital Advisors
Minnesota
$559K -$559K -1,901 -50%
SVWAG
598
Sound View Wealth Advisors Group
Georgia
$554K -$8.23K -28 -1%
WP
599
WealthPLAN Partners
Nebraska
$553K +$3.51K +10 +0.6%
RC
600
RegentAtlantic Capital
New Jersey
$552K +$8.83K +30 +2%
22 23
24
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