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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.

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
1
Bank of America
North Carolina
$919M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$81.2M
3
Franklin Resources
3
Franklin Resources
California
$225M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$391M
5
Citadel Advisors
5
Citadel Advisors
Florida
$49M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$80.2M
2
BMSSC
2
B. Metzler seel. Sohn & Co
Germany
$4.15M
3
CVA
3
Ceredex Value Advisors
Florida
$0
4
KFS
4
Kelly Financial Services
Massachusetts
$300K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$901M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
826
International Assets Investment Management
Florida
$228K +$881 +3 +0.4%
PCMC
827
Paragon Capital Management (Colorado)
Colorado
$227K +$294 +1 +0.1%
Acadian Asset Management
828
Acadian Asset Management
Massachusetts
$226K -$456K -1,558 -67%
JCM
829
Jacobi Capital Management
Pennsylvania
$226K – – –
BWFA
830
Baltimore-Washington Financial Advisors
Maryland
$224K – – –
SCM
831
Shelton Capital Management
Colorado
$223K – – –
SCM
832
Salem Capital Management
Massachusetts
$222K – – –
MFS
833
Mirabella Financial Services
United Kingdom
$222K +$222K +755 New
AA
834
Argent Advisors
Louisiana
$221K -$103K -350 -32%
KBFS
835
Kohmann Bosshard Financial Services
Ohio
$221K – – –
KP
836
Keel Point
Alabama
$220K +$1.18K +4 +0.5%
KFA
837
Kelleher Financial Advisors
New York
$219K +$219K +747 New
JFA
838
Johanson Financial Advisors
California
$217K +$588 +2 +0.3%
H
839
HoyleCohen
California
$216K – – –
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$216K – – –
AWM
841
Aries Wealth Management
Maine
$216K +$1.47K +5 +0.7%
CTC
842
Central Trust Company
Missouri
$214K -$8.53K -29 -4%
BB
843
Bell Bank
North Dakota
$213K – – –
OR
844
Olympiad Research
Connecticut
$213K +$213K +724 New
SIM
845
Sadoff Investment Management
Wisconsin
$211K -$58.9K -200 -22%
HBT
846
Hills Bank & Trust
Iowa
$211K – – –
JF
847
Jump Financial
Illinois
$211K +$211K +718 New
GVAG
848
Great Valley Advisor Group
Delaware
$210K +$210K +714 New
ARC
849
Advisor Resource Council
Texas
$209K -$373K -1,268 -64%
CL
850
Choreo LLC
Illinois
$209K +$209K +712 New
32 33
34
35 36