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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 %
ST
851
Sabal Trust
Florida
$207K – – –
BPA
852
Beacon Pointe Advisors
California
$206K -$27.4K -93 -12%
MBTD
853
Mechanics Bank - Trust Department
California
$206K – – –
PFA
854
Professional Financial Advisors
Nebraska
$206K – – –
WCP
855
Welch Capital Partners
New York
$205K +$205K +696 New
RCM
856
RB Capital Management
Nevada
$205K +$205K +697 New
GG
857
Greenwood Gearhart
Arkansas
$204K +$204K +693 New
AI
858
Accredited Investors
Minnesota
$201K +$201K +683 New
TW
859
TrinityPoint Wealth
Connecticut
$201K +$201K +683 New
RIA
860
Realta Investment Advisors
Delaware
$201K +$201K +684 New
TWM
861
Tradition Wealth Management
Minnesota
$198K +$588 +2 +0.3%
CFA
862
Carroll Financial Associates
North Carolina
$193K +$294 +1 +0.2%
ALAM
863
Asahi Life Asset Management
Japan
$191K +$191K +650 New
AS
864
Altshuler Shaham
Israel
$189K -$82.7K -280 -30%
EWM
865
Evermay Wealth Management
Virginia
$189K -$45.8K -156 -20%
FCB
866
First Command Bank
Texas
$184K -$29.5K -100 -14%
FCFS
867
First Command Financial Services
Texas
$184K -$29.5K -100 -14%
Federated Hermes
868
Federated Hermes
Pennsylvania
$175K -$224K -760 -56%
NIMI
869
Natixis Investment Managers International
France
$163K -$53.6K -183 -25%
QCG
870
Quadrant Capital Group
Ohio
$158K +$16.5K +56 +12%
MFA
871
McClarren Financial Advisors
Pennsylvania
$156K +$293 +1 +0.2%
JWA
872
JFS Wealth Advisors
Pennsylvania
$153K +$124K +420 +420%
MA
873
MCF Advisors
Kentucky
$150K +$64.1K +218 +75%
AWM
874
Accel Wealth Management
Iowa
$147K -$3.23K -11 -2%
AA
875
AlphaMark Advisors
Kentucky
$141K +$293 +1 +0.2%
33 34
35
36 37