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Rockwell Automation
ROK

Overview Fund Activity

968 hedge funds and large institutions have $23.6B invested in Rockwell Automation in 2021 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 351 increasing their positions, 336 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
–
Holders Change %
0%
% of All Funds
17.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
91
Increased
351
Reduced
336
Closed
84
Calls
$118M
Puts
$71.6M
Net Calls
+$46.6M
Net Calls Change
+$2.22M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$381M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$840M
3
Bank of America
Bank of America
North Carolina
$589M
4
CVA
Ceredex Value Advisors
Florida
$163M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$292M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
Holocene Advisors
New York
$7.65M
3
ATN
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
801
Magellan Asset Management
Australia
$190K -$53.1K -200 -22%
HBT
802
Hills Bank & Trust
Iowa
$190K – – –
PFA
803
Professional Financial Advisors
Nebraska
$186K – – –
SBSB
804
Sullivan, Bruyette, Speros & Blaney
Virginia
$183K -$531 -2 -0.3%
APA
805
American Portfolios Advisors
New York
$180K +$52.8K +199 +42%
CFA
806
Carroll Financial Associates
North Carolina
$172K +$265 +1 +0.2%
GWM
807
Geneos Wealth Management
Colorado
$166K +$6.08K +23 +4%
TWM
808
Tradition Wealth Management
Minnesota
$155K +$533 +2 +0.3%
PP
809
Paloma Partners
Connecticut
$153K -$727K -2,740 -83%
MFA
810
McClarren Financial Advisors
Pennsylvania
$140K +$794 +3 +0.6%
AWM
811
Accel Wealth Management
Iowa
$136K – – –
NIM
812
NuWave Investment Management
New Jersey
$134K +$61.5K +231 +85%
AA
813
AlphaMark Advisors
Kentucky
$127K +$265 +1 +0.2%
BAM
814
Belpointe Asset Management
Nevada
$127K +$2.65K +10 +2%
VanEck Associates
815
VanEck Associates
New York
$123K +$123K +462 New
HFA
816
Hoover Financial Advisors
Pennsylvania
$120K – – –
EWM
817
Edge Wealth Management
New York
$119K – – –
CMBA
818
C.M. Bidwell & Associates
Hawaii
$119K +$795 +3 +0.7%
CF
819
Centaurus Financial
California
$115K -$5.29K -20 -4%
PO
820
Private Ocean
California
$114K -$133K -500 -54%
QCG
821
Quadrant Capital Group
Ohio
$113K +$18K +68 +19%
FP
822
Financial Perspectives
Minnesota
$112K +$112K +29,617 +26,444%
DAC
823
Dividend Assets Capital
South Carolina
$110K -$5.3K -20 -5%
T
824
TOBAM
France
$110K – – –
HC
825
Hoese & Co
Minnesota
$110K +$110K +416 New
31 32
33
34 35