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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 %
HWAM
826
Hennion & Walsh Asset Management
New Jersey
$203K +$203K +711 New
ST
827
Sabal Trust
Florida
$202K +$202K +705 New
MBTD
828
Mechanics Bank - Trust Department
California
$200K +$200K +700 New
PFA
829
Professional Financial Advisors
Nebraska
$199K – – –
TWM
830
Tradition Wealth Management
Minnesota
$192K +$25.5K +89 +15%
CFA
831
Carroll Financial Associates
North Carolina
$187K +$1.71K +6 +0.9%
DFCM
832
Dark Forest Capital Management
Puerto Rico
$179K +$179K +627 New
PHK
833
Point72 Hong Kong
Hong Kong
$166K -$363K -1,267 -69%
MFA
834
McClarren Financial Advisors
Pennsylvania
$151K +$569 +2 +0.4%
AWM
835
Accel Wealth Management
Iowa
$146K – – –
CMBA
836
C.M. Bidwell & Associates
Hawaii
$139K +$10.6K +37 +8%
QCG
837
Quadrant Capital Group
Ohio
$138K +$15.8K +55 +13%
AA
838
AlphaMark Advisors
Kentucky
$137K – – –
RDWM
839
Red Door Wealth Management
Tennessee
$136K +$136K +476 New
DMBA
840
Deseret Mutual Benefit Administrators
Utah
$134K +$134K +469 New
EWM
841
Edge Wealth Management
New York
$128K – – –
HFA
842
Hoover Financial Advisors
Pennsylvania
$128K – – –
PO
843
Private Ocean
California
$123K – – –
T
844
TOBAM
France
$118K – – –
DAC
845
Dividend Assets Capital
South Carolina
$114K -$4.28K -15 -4%
TFM
846
TFC Financial Management
Massachusetts
$112K +$8.31K +29 +8%
PP
847
Paloma Partners
Connecticut
$110K -$54.9K -192 -33%
BCA
848
Berman Capital Advisors
Georgia
$110K +$9.97K +35 +10%
PCM
849
Penserra Capital Management
California
$108K +$25.6K +90 +31%
LPWM
850
Lake Point Wealth Management
Texas
$105K +$105K +366 New
32 33
34
35 36