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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 %
VNA
851
Valley National Advisers
Pennsylvania
$96K +$8.91K +31 +10%
CFO
852
CVA Family Office
Colorado
$94K +$8.55K +30 +10%
1IA
853
1834 Investment Advisors
Wisconsin
$92K – – –
EFSCE
854
Enterprise Financial Services Corp (EFSC)
Missouri
$92K – – –
TWA
855
TCI Wealth Advisors
Arizona
$91K +$3.14K +11 +4%
HC
856
Hoese & Co
Minnesota
$90K -$28.5K -100 -24%
SC
857
Solstein Capital
California
$90K +$34.5K +120 +62%
SIAP
858
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K – – –
MA
859
MCF Advisors
Kentucky
$84K -$1.44K -5 -2%
WBC
860
West Branch Capital
Massachusetts
$82K +$82K +288 New
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K +$28.5K +100 +54%
KFP
862
KB Financial Partners
New Jersey
$78K +$1.71K +6 +2%
MA
863
Modus Advisors
Minnesota
$78K +$78K +272 New
CWP
864
Concord Wealth Partners
Virginia
$77K +$21.4K +75 +38%
VCM
865
Versant Capital Management
Arizona
$76K +$287 +1 +0.4%
CA
866
Clearstead Advisors
Ohio
$75K +$1.72K +6 +2%
LWA
867
Lowe Wealth Advisors
Maryland
$71K – – –
WWM
868
Wolff Wiese Magana
California
$70K – – –
EBA
869
Eagle Bay Advisors
New York
$70K +$70K +235 New
WTC
870
WhitTier Trust Company
Nevada
$67K +$32.8K +114 +96%
CFGS
871
Concourse Financial Group Securities
Alabama
$61K +$570 +2 +0.9%
ZB
872
Zions Bancorporation
Utah
$61K +$1.14K +4 +2%
IWP
873
IAG Wealth Partners
Wisconsin
$59K +$5.73K +20 +11%
GWS
874
Glassman Wealth Services
Virginia
$58K +$2.86K +10 +5%
ADL
875
Asset Dedication LLC
California
$57K – – –
33 34
35
36 37