ROK icon

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 %
IBOK
876
Independence Bank of Kentucky
Kentucky
$57K – – –
BCM
877
Bourgeon Capital Management
Connecticut
$54K -$817K -2,875 -94%
GLLW
878
Graves Light Lenhart Wealth
Virginia
$53K – – –
SB
879
Strategic Blueprint
Georgia
$53K +$53K +187 New
M
880
MOTCO
Texas
$52K – – –
HR
881
Howe & Rusling
New York
$51K – – –
PVH
882
Psagot Value Holdings
Israel
$50K +$50K +174 New
AIM
883
Anchor Investment Management
South Carolina
$48.6K – – –
DAM
884
Delta Asset Management
Tennessee
$47K – – –
HFM
885
Harvest Fund Management
China
$47K – – –
PB
886
Pinnacle Bancorp
Nebraska
$46K +$8.34K +29 +22%
SOW
887
State of Wyoming
Wyoming
$45K -$12.7K -44 -22%
TF
888
TimeScale Financial
Massachusetts
$44K – – –
SNT
889
Security National Trust
West Virginia
$43K – – –
SIC
890
Salem Investment Counselors
North Carolina
$38K – – –
LC
891
Lindbrook Capital
California
$37K +$1.45K +5 +4%
AAP
892
Arax Advisory Partners
Colorado
$37K +$37K +130 New
AWM
893
Avior Wealth Management
Nebraska
$33K – – –
FP
894
Financial Perspectives
Minnesota
$32K -$8.47M -29,617 -100%
IPW
895
IronBridge Private Wealth
Texas
$31K – – –
LCM
896
Logan Capital Management
Pennsylvania
$31K +$31K +109 New
PMFA
897
Plante Moran Financial Advisors
Michigan
$29K -$31.9K -110 -52%
POIA
898
Pin Oak Investment Advisors
Texas
$29K – – –
LWP
899
Lumature Wealth Partners
Georgia
$29K – – –
JWA
900
JFS Wealth Advisors
Pennsylvania
$29K – – –
34 35
36
37 38