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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 %
NICM
826
Neo Ivy Capital Management
New York
$105K +$105K +396 New
TFM
827
TFC Financial Management
Massachusetts
$96K – – –
BCA
828
Berman Capital Advisors
Georgia
$93K +$31.5K +119 +51%
1IA
829
1834 Investment Advisors
Wisconsin
$85K – – –
EFSCE
830
Enterprise Financial Services Corp (EFSC)
Missouri
$85K +$3.72K +14 +5%
TWA
831
TCI Wealth Advisors
Arizona
$82K +$4.26K +16 +5%
SIAP
832
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$80K – – –
VNA
833
Valley National Advisers
Pennsylvania
$80K +$10.3K +39 +15%
CFO
834
CVA Family Office
Colorado
$80K +$26.7K +100 +50%
MA
835
MCF Advisors
Kentucky
$79K +$23.1K +87 +41%
HL
836
Harding Loevner
New Jersey
$78K – – –
PCM
837
Penserra Capital Management
California
$76K -$1.28M -4,851 -94%
VFA
838
Valeo Financial Advisors
Indiana
$72K +$8.53K +32 +13%
KFP
839
KB Financial Partners
New Jersey
$71K +$71K +267 New
VCM
840
Versant Capital Management
Arizona
$70K +$795 +3 +1%
CA
841
Clearstead Advisors
Ohio
$68K +$28K +105 +70%
LWA
842
Lowe Wealth Advisors
Maryland
$66K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
843
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65K +$6.69K +25 +11%
WWM
844
Wolff Wiese Magana
California
$64K -$25.9K -98 -29%
GAM
845
GVO Asset Management
Switzerland
$63K +$63K +236 New
PMFA
846
Plante Moran Financial Advisors
Michigan
$56K -$47.2K -177 -46%
ZB
847
Zions Bancorporation
Utah
$56K -$3.47K -13 -6%
CFGS
848
Concourse Financial Group Securities
Alabama
$56K +$3.17K +12 +6%
ADL
849
Asset Dedication LLC
California
$53K – – –
IBOK
850
Independence Bank of Kentucky
Kentucky
$53K – – –
32 33
34
35 36