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Rockwell Automation
ROK

Overview Fund Activity

983 hedge funds and large institutions have $26.4B invested in Rockwell Automation in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 344 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+15
Holders Change %
+1.55%
% of All Funds
17.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.24%
New
99
Increased
344
Reduced
313
Closed
74
Calls
$119M
Puts
$85.6M
Net Calls
+$33.1M
Net Calls Change
-$13.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.03B
2
American Century Companies
American Century Companies
Missouri
$358M
3
Macquarie Group
Macquarie Group
Australia
$82.7M
4
Invesco
Invesco
Georgia
$368M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$946M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$215M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$421M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$228M
4
CVA
Ceredex Value Advisors
Florida
$116M
5
CIM
CCLA Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
776
People's United Financial
Connecticut
$248K -$1.14K -4 -0.5%
CWG
777
Cornerstone Wealth Group
North Carolina
$246K +$581 +2 +0.2%
Tudor Investment Corp
778
Tudor Investment Corp
Connecticut
$246K +$246K +861 New
FCA
779
FinTrust Capital Advisors
South Carolina
$244K +$286 +1 +0.1%
CF
780
Centaurus Financial
California
$243K +$119K +415 +95%
SS
781
Simplicity Solutions
Minnesota
$243K +$243K +850 New
BG
782
Bahl & Gaynor
Ohio
$242K – – –
IIC
783
Ironwood Investment Counsel
Arizona
$238K -$14.3K -50 -6%
ED
784
Exane Derivatives
France
$238K +$197K +676 +486%
CFA
785
CWS Financial Advisors
Michigan
$235K – – –
AAS
786
Annex Advisory Services
Wisconsin
$234K +$234K +818 New
FFA
787
Fragasso Financial Advisors
Pennsylvania
$233K – – –
CWM
788
Connecticut Wealth Management
Connecticut
$232K -$858 -3 -0.4%
VWA
789
V Wealth Advisors
Kansas
$231K +$231K +811 New
FG
790
Foster Group
Iowa
$230K -$4.86K -17 -2%
EWM
791
Evermay Wealth Management
Virginia
$229K -$21.5K -75 -9%
MWM
792
Merriman Wealth Management
Washington
$229K – – –
CCC
793
Crescent Capital Consulting
Louisiana
$229K – – –
WTFG
794
Wells Trecaso Financial Group
Ohio
$229K – – –
OKSA
795
O'Keefe Stevens Advisory
New York
$229K – – –
BPA
796
Beacon Pointe Advisors
California
$227K +$227K +793 New
OWA
797
Outlook Wealth Advisors
Texas
$225K +$225K +787 New
NB
798
NBT Bank
New York
$224K – – –
TMAM
799
Tokio Marine Asset Management
Japan
$224K +$8.57K +30 +4%
Verition Fund Management
800
Verition Fund Management
Connecticut
$221K -$1.05M -3,676 -83%
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