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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 %
IAIM
801
International Assets Investment Management
Florida
$221K -$166K -582 -43%
PCMC
802
Paragon Capital Management (Colorado)
Colorado
$220K – – –
JCM
803
Jacobi Capital Management
Pennsylvania
$220K – – –
KWM
804
Kingsview Wealth Management
Oregon
$219K +$1.14K +4 +0.5%
HDIM
805
Hanson & Doremus Investment Management
Vermont
$218K +$36.2K +164 +20%
BWFA
806
Baltimore-Washington Financial Advisors
Maryland
$218K +$218K +765 New
SCM
807
Shelton Capital Management
Colorado
$217K – – –
CTC
808
Central Trust Company
Missouri
$216K – – –
JFA
809
Johanson Financial Advisors
California
$216K +$216K +736 New
SCM
810
Salem Capital Management
Massachusetts
$216K +$216K +755 New
CCM
811
Coldstream Capital Management
Washington
$216K +$216K +755 New
KBFS
812
Kohmann Bosshard Financial Services
Ohio
$215K +$215K +753 New
HL
813
HeadInvest LLC
Maine
$214K -$21.4K -75 -9%
HI
814
Horizon Investments
North Carolina
$214K +$214K +748 New
UF
815
Univest Financial
Pennsylvania
$214K +$214K +748 New
KP
816
Keel Point
Alabama
$213K +$213K +744 New
NIMI
817
Natixis Investment Managers International
France
$211K -$5.42K -19 -3%
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$210K +$210K +735 New
AWM
819
Aries Wealth Management
Maine
$208K +$208K +728 New
FCFS
820
First Command Financial Services
Texas
$207K – – –
FCB
821
First Command Bank
Texas
$207K – – –
AG
822
AIA Group
Hong Kong
$207K +$207K +714 New
BB
823
Bell Bank
North Dakota
$207K +$207K +724 New
FWP
824
FAS Wealth Partners
Kansas
$206K +$206K +720 New
HBT
825
Hills Bank & Trust
Iowa
$205K – – –
31 32
33
34 35