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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
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 %
EGM
651
Engineers Gate Manager
New York
$434K +$434K +1,477 New
EF
652
Empirical Finance
Pennsylvania
$433K +$24.4K +83 +6%
HI
653
Harbour Investments
Wisconsin
$432K -$52.7K -179 -11%
Wolverine Trading
654
Wolverine Trading
Illinois
$428K +$144K +482 +50%
KIG
655
Kowal Investment Group
Wisconsin
$426K -$17.9K -61 -4%
WSFS
656
Wilmington Savings Fund Society
Delaware
$422K +$422K +1,435 New
CM
657
Castleark Management
Illinois
$418K – – –
CA
658
CastleArk Alternatives
Illinois
$418K +$418K +1,420 New
AF
659
Advisornet Financial
Minnesota
$414K -$326K -1,108 -44%
EH
660
Equitable Holdings
New York
$414K +$414K +1,408 New
CI
661
Conning Inc
Connecticut
$412K -$33.8K -115 -8%
CAM
662
Costello Asset Management
Pennsylvania
$412K – – –
ACP
663
Aviance Capital Partners
Florida
$411K +$411K +1,397 New
AFWM
664
AMJ Financial Wealth Management
Virginia
$410K -$10.9K -37 -3%
AP
665
Adero Partners
California
$409K +$409K +1,392 New
ET
666
Equitable Trust
Tennessee
$407K – – –
GT
667
Glenview Trust
Kentucky
$407K – – –
TIA
668
Tiemann Investment Advisors
California
$402K – – –
VAS
669
Vestmark Advisory Solutions
Massachusetts
$399K +$40.9K +139 +11%
NIM
670
NuWave Investment Management
New Jersey
$398K +$398K +1,355 New
VAM
671
Verity Asset Management
North Carolina
$397K -$15.6K -53 -4%
FMLI
672
Fukoku Mutual Life Insurance
Japan
$391K +$67.6K +230 +21%
FPS
673
Fieldpoint Private Securities
Connecticut
$390K +$66.4K +226 +21%
PAMP
674
Polar Asset Management Partners
Ontario, Canada
$390K +$390K +1,328 New
UCFA
675
United Capital Financial Advisors
Texas
$387K -$94.6K -322 -20%
25 26
27
28 29