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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 %
SOW
851
State of Wyoming
Wyoming
$53K +$53K +200 New
CWP
852
Concord Wealth Partners
Virginia
$52K +$51.2K +192 +6,400%
GWS
853
Glassman Wealth Services
Virginia
$51K +$3.44K +13 +7%
SC
854
Solstein Capital
California
$51K +$51K +193 New
IWP
855
IAG Wealth Partners
Wisconsin
$50K -$10.8K -40 -18%
SFS
856
Sowell Financial Services
Arkansas
$50K -$2.69K -10 -5%
GLLW
857
Graves Light Lenhart Wealth
Virginia
$50K +$1.07K +4 +2%
M
858
MOTCO
Texas
$49K -$1.08K -4 -2%
JFGIW
859
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K +$49K +184 New
HR
860
Howe & Rusling
New York
$48K – – –
AIM
861
Anchor Investment Management
South Carolina
$45.1K – – –
RWB
862
RMR Wealth Builders
New Jersey
$45K – – –
TCWM
863
Total Clarity Wealth Management
Illinois
$45K +$45K +171 New
HFM
864
Harvest Fund Management
China
$44K -$168K -639 -79%
DAM
865
Delta Asset Management
Tennessee
$44K – – –
TF
866
TimeScale Financial
Massachusetts
$41K +$268 +1 +0.7%
SNT
867
Security National Trust
West Virginia
$40K – – –
ED
868
Exane Derivatives
France
$36.9K +$36.4K +137 +6,850%
ACM
869
Allred Capital Management
Texas
$36.4K +$36.4K +137 New
SIC
870
Salem Investment Counselors
North Carolina
$35K – – –
PB
871
Pinnacle Bancorp
Nebraska
$35K +$23K +86 +191%
LC
872
Lindbrook Capital
California
$33K +$7.51K +28 +29%
WTC
873
WhitTier Trust Company
Nevada
$32K -$3.77K -14 -11%
AWM
874
Avior Wealth Management
Nebraska
$30K -$8.79K -34 -23%
IPW
875
IronBridge Private Wealth
Texas
$28K – – –
33 34
35
36 37