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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 %
TCPWM
701
Traverso Chambers Private Wealth Management
California
$357K – – –
APW
702
Aurora Private Wealth
New Jersey
$356K -$10.6K -36 -3%
GLA
703
Great Lakes Advisors
Illinois
$355K – – –
IP
704
Innovative Portfolios
Indiana
$352K -$40.9K -117 -10%
LW
705
Linscomb Wealth
Texas
$350K -$5K -17 -1%
CGA
706
Crescent Grove Advisors
Illinois
$350K – – –
HH
707
Hilltop Holdings
Texas
$349K -$17.4K -59 -5%
CFFP
708
Center for Financial Planning
Michigan
$348K – – –
LIA
709
LS Investment Advisors
Michigan
$347K – – –
JWCA
710
J.W. Cole Advisors
Florida
$347K +$21.2K +72 +6%
RE
711
RBC Europe
United Kingdom
$347K – – –
CCT
712
Capital City Trust
Florida
$345K -$22K -75 -6%
BCA
713
Bay Colony Advisors
Massachusetts
$345K – – –
ABC
714
Associated Banc-Corp
Wisconsin
$344K -$588 -2 -0.2%
PTC
715
Philadelphia Trust Company
Pennsylvania
$343K +$14.7K +50 +4%
DCM
716
Dupont Capital Management
Delaware
$342K -$423K -1,440 -55%
SW
717
SVB Wealth
Massachusetts
$342K +$50.9K +173 +17%
STAS
718
Strong Tower Advisory Services
Minnesota
$342K +$342K +1,141 New
AA
719
ALPS Advisors
Colorado
$341K -$44.7K -152 -12%
PA
720
Parallel Advisors
California
$341K -$3.23K -11 -0.9%
PCA
721
Personal Capital Advisors
California
$335K +$294 +1 +0.1%
WSTAM
722
Wilbanks Smith & Thomas Asset Management
Virginia
$331K – – –
RCIM
723
Red Cedar Investment Management
Michigan
$331K +$331K +1,125 New
FP
724
Foundry Partners
Minnesota
$330K – – –
TAM
725
Tealwood Asset Management
Minnesota
$329K +$329K +1,120 New
27 28
29
30 31