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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 %
Parallax Volatility Advisers
876
Parallax Volatility Advisers
California
$28K +$28K +106 New
ETC
877
Exchange Traded Concepts
Oklahoma
$27K -$27.3K -104 -50%
POIA
878
Pin Oak Investment Advisors
Texas
$27K – – –
KC
879
Knuff & Co
California
$27K – – –
JWA
880
JFS Wealth Advisors
Pennsylvania
$27K – – –
OC
881
Oakworth Capital
Alabama
$27K – – –
CAGAS
882
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
LWP
883
Lumature Wealth Partners
Georgia
$27K +$27K +100 New
CIA
884
CSat Investment Advisory
Michigan
$26K +$4.47K +17 +21%
YAL
885
Your Advocates Ltd
Texas
$24K – – –
Jones Financial Companies
886
Jones Financial Companies
Missouri
$21K -$21.3K -81 -50%
BWA
887
BDO Wealth Advisors
Florida
$21K -$11.8K -45 -36%
EDRH
888
Edmond de Rothschild Holding
Switzerland
$21K – – –
EIM
889
Essex Investment Management
Massachusetts
$21K +$4.99K +19 +31%
APWA
890
Atlas Private Wealth Advisors
New Jersey
$21K +$10.1K +38 +93%
TFO
891
Tarbox Family Office
California
$20K – – –
GAM
892
Gemmer Asset Management
California
$20K – – –
WP
893
WealthShield Partners
North Carolina
$20K +$20K +74 New
HCP
894
Hexagon Capital Partners
Arkansas
$19K -$521 -2 -3%
WPA
895
West Paces Advisors
Georgia
$18.1K – – –
SLF
896
Sun Life Financial
Ontario, Canada
$18K – – –
SC
897
Sierra Capital
Florida
$18K +$18K +68 New
TAIM
898
TD Ameritrade Investment Management
Nebraska
$17K – – –
DOA
899
D'Orazio & Associates
Virginia
$17K +$17K +63 New
LWA
900
Lenox Wealth Advisors
New York
$16K – – –
34 35
36
37 38