ROK icon

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
Bank of America
North Carolina
$919M
2
Two Sigma Investments
Two Sigma Investments
New York
$81.2M
3
Franklin Resources
Franklin Resources
California
$225M
4
AllianceBernstein
AllianceBernstein
Tennessee
$391M
5
Citadel Advisors
Citadel Advisors
Florida
$49M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$80.2M
2
BMSSC
B. Metzler seel. Sohn & Co
Germany
$4.15M
3
CVA
Ceredex Value Advisors
Florida
$0
4
KFS
Kelly Financial Services
Massachusetts
$300K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$901M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
601
Avantax Advisory Services
Texas
$548K -$14.1K -48 -3%
HCM
602
Howland Capital Management
Massachusetts
$544K – – –
EFL
603
ERn Financial LLC
Wisconsin
$536K – – –
SWP
604
Stratos Wealth Partners
Ohio
$530K +$8.24K +28 +2%
SWA
605
Stratos Wealth Advisors
Ohio
$519K -$64.7K -220 -11%
TWM
606
Triton Wealth Management
Arizona
$518K – – –
MAM
607
Meeder Asset Management
Ohio
$518K +$80.3K +273 +18%
PIN
608
Prudent Investors Network
California
$518K +$518K +1,761 New
GCP
609
GSA Capital Partners
United Kingdom
$518K +$518K +1,761 New
CIA
610
Capital Investment Advisors
Georgia
$514K +$294 +1 +0.1%
CCM
611
Chilton Capital Management
Texas
$514K +$125K +426 +32%
Assenagon Asset Management
612
Assenagon Asset Management
Luxembourg
$511K +$511K +1,738 New
LS
613
Livforsakringsbolaget Skandia
Sweden
$510K – – –
TI
614
Tidal Investments
Wisconsin
$508K +$93.8K +319 +23%
WAM
615
World Asset Management
Michigan
$506K -$55.8K -190 -10%
CCC
616
Chelsea Counsel Company
California
$498K +$29.4K +100 +6%
PA
617
Profund Advisors
Maryland
$490K +$2.64K +9 +0.5%
CFG
618
Cooper Financial Group
California
$489K -$87.6K -298 -15%
FPCP
619
Fort Point Capital Partners
California
$488K +$7.64K +26 +2%
EWA
620
EP Wealth Advisors
California
$487K +$3.53K +12 +0.7%
MC
621
Middleton & Co
Massachusetts
$485K – – –
CCA
622
Cobblestone Capital Advisors
New York
$484K – – –
Rafferty Asset Management
623
Rafferty Asset Management
New York
$482K -$231K -786 -32%
CAG
624
Csenge Advisory Group
Florida
$481K – – –
MA
625
Mutual Advisors
Nebraska
$479K -$588 -2 -0.1%
23 24
25
26 27