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 %
CF
676
Centaurus Financial
California
$384K +$134K +455 +54%
BC
677
Bridgefront Capital
Texas
$384K +$384K +1,306 New
AFM
678
Andesa Financial Management
Pennsylvania
$383K -$2.65K -9 -0.7%
B
679
Bailard
California
$383K +$882 +3 +0.2%
AWM
680
Altium Wealth Management
New York
$383K +$881 +3 +0.2%
VBCG
681
Valley Brook Capital Group
Pennsylvania
$382K – – –
KFA
682
Krane Funds Advisors
New York
$382K +$382K +1,299 New
CW
683
CreativeOne Wealth
Kansas
$381K -$42K -143 -10%
9WM
684
9258 Wealth Management
Ohio
$381K +$19.1K +65 +5%
DAS
685
Dynamic Advisor Solutions
Arizona
$378K +$22.9K +78 +6%
CFS
686
Cannon Financial Strategists
Georgia
$377K +$377K +1,283 New
BW
687
Bison Wealth
Georgia
$374K +$3.23K +11 +0.9%
WMSA
688
Weiss Multi-Strategy Advisers
New York
$372K +$372K +1,266 New
CDH
689
Charles D. Hyman
$369K -$14.7K -50 -4%
CA
690
Centerpoint Advisors
Massachusetts
$368K -$73.6K -250 -17%
EI
691
Ellevest Inc
New York
$364K +$39.1K +133 +12%
SFI
692
Siemens Fonds Invest
Germany
$364K +$364K +1,237 New
NFG
693
Nations Financial Group
Iowa
$363K -$5.3K -18 -1%
CRCM
694
Corbett Road Capital Management
Virginia
$363K +$169K +992 +87%
MYAM
695
Meiji Yasuda Asset Management
Japan
$362K -$81.5K -277 -18%
RWM
696
Ritholtz Wealth Management
New York
$362K -$6.17K -21 -2%
CAN
697
Claraphi Advisory Network
United States
$361K -$1.77K -6 -0.5%
SAM
698
Steinberg Asset Management
New York
$360K – – –
FHB
699
First Hawaiian Bank
Hawaii
$360K +$1.76K +6 +0.5%
ECM
700
Evergreen Capital Management
Washington
$358K +$3.23K +11 +0.9%
26 27
28
29 30