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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 %
SS
776
Simplicity Solutions
Minnesota
$287K +$36.8K +125 +15%
FA
777
Fiducient Advisors
Illinois
$282K – – –
SMG
778
Smart Money Group
Texas
$282K +$282K +959 New
FCA
779
FinTrust Capital Advisors
South Carolina
$280K +$28.6K +97 +11%
VWM
780
Valley Wealth Managers
New Jersey
$279K -$14.7K -50 -5%
MS
781
Marshall & Sullivan
Washington
$279K – – –
PWMAG
782
Pinnacle Wealth Management Advisory Group
New Jersey
$278K -$1.47K -5 -0.5%
BRWM
783
B. Riley Wealth Management
Tennessee
$277K +$277K +943 New
CCM
784
Cox Capital Management
Massachusetts
$275K – – –
MCM
785
Maple Capital Management
Vermont
$273K – – –
KA
786
KLCM Advisors
Wisconsin
$273K – – –
NB
787
Nicolet Bankshares
Wisconsin
$271K -$13.2K -45 -5%
SIAG
788
Safeguard Investment Advisory Group
California
$271K +$881 +3 +0.3%
BCIM
789
Bishop & Co Investment Management
Pennsylvania
$270K – – –
TMAM
790
Tokio Marine Asset Management
Japan
$270K +$39.2K +133 +17%
TCOV
791
Trust Company of Vermont
Vermont
$268K – – –
NFG
792
Next Financial Group
Texas
$267K -$309K -1,051 -54%
BAM
793
Bruderman Asset Management
New York
$266K – – –
PTP
794
Platform Technology Partners
New York
$265K -$7.35K -25 -3%
MWM
795
Mission Wealth Management
California
$265K +$265K +900 New
SDWMA
796
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$1.18K -4 -0.4%
PAS
797
Professional Advisory Services
Florida
$263K – – –
ED
798
Exane Derivatives
France
$262K +$22.1K +75 +9%
HI
799
Hudock Inc
Pennsylvania
$261K +$294 +1 +0.1%
Parallax Volatility Advisers
800
Parallax Volatility Advisers
California
$260K +$239K +811 +1,126%
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32
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