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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 Market Value Shares Shares
Change 		Shares
Change %
CMBA
876
C.M. Bidwell & Associates
Hawaii
$138K 471 -15 -3%
TFM
877
TFC Financial Management
Massachusetts
$138K 471 +80 +20%
EWM
878
Edge Wealth Management
New York
$132K 450 – –
PO
879
Private Ocean
California
$126K 430 – –
BCA
880
Berman Capital Advisors
Georgia
$126K 429 +43 +11%
PCM
881
Penserra Capital Management
California
$123K 419 +40 +11%
T
882
TOBAM
France
$121K 413 – –
SAM
883
Strategic Asset Management
Minnesota
$116K 380 +380 New
LPWM
884
Lake Point Wealth Management
Texas
$108K 366 – –
ETC
885
Exchange Traded Concepts
Oklahoma
$107K 364 +338 +1,300%
BAM
886
Belpointe Asset Management
Nevada
$104K 356 +356 New
VNA
887
Valley National Advisers
Pennsylvania
$103K 351 +17 +5%
KPCM
888
Kings Point Capital Management
New York
$103K 350 +300 +600%
EBA
889
Eagle Bay Advisors
New York
$101K 346 +111 +47%
AIL
890
AGF Investments LLC
Ontario, Canada
$101K 342 +342 New
FWM
891
Focused Wealth Management
New York
$99K 338 +320 +1,778%
SC
892
Solstein Capital
California
$96K 328 +15 +5%
TWA
893
TCI Wealth Advisors
Arizona
$95K 323 +4 +1%
1IA
894
1834 Investment Advisors
Wisconsin
$94K 320 – –
HC
895
Hoese & Co
Minnesota
$93K 316 – –
PAI
896
Pittenger & Anderson Inc
Nebraska
$89K 302 +302 New
SIAP
897
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K 300 – –
OC
898
Oakworth Capital
Alabama
$88K 300 +200 +200%
PPWM
899
PFG Private Wealth Management
Florida
$83K 282 +282 New
CA
900
Clearstead Advisors
Ohio
$81K 275 +14 +5%
34 35
36
37 38