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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
1
DZ Bank
Germany
$381M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$840M
3
Bank of America
3
Bank of America
North Carolina
$589M
4
CVA
4
Ceredex Value Advisors
Florida
$163M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$292M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
2
Holocene Advisors
New York
$7.65M
3
ATN
3
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
4
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
901
Savior LLC
Massachusetts
$15K – – –
TFGT
902
TS Financial Group (TSFG)
Illinois
$15K – – –
PFBT
903
Parkside Financial Bank & Trust
Missouri
$15K +$273 +1 +2%
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$263 +1 +2%
CL
905
COWA LLC
Oklahoma
$14K – – –
EP
906
Eudaimonia Partners
Tennessee
$14K +$14K +51 New
KPCM
907
Kings Point Capital Management
New York
$13K – – –
FHA
908
First Horizon Advisors
Tennessee
$13K +$2.21K +9 +20%
MWM
909
Mascoma Wealth Management
New Hampshire
$13K +$13K +50 New
EARNEST Partners
910
EARNEST Partners
Georgia
$12K – – –
FHC
911
First Horizon Corporation
Tennessee
$12K +$5.62K +22 +88%
First Manhattan
912
First Manhattan
New York
$11K – – –
AIG
913
American International Group
New York
$10.8K -$695 -2,619 -6%
CCM
914
Cribstone Capital Management
Maine
$10K -$295K -1,120 -97%
CB
915
CNB Bank
Pennsylvania
$10K – – –
HI
916
Human Investing
Oregon
$10K – – –
MF
917
Manchester Financial
California
$10K +$6.94K +25 +227%
APC
918
Aspire Private Capital
North Carolina
$10K +$6.41K +25 +179%
FGAM
919
Financial Gravity Asset Management
Texas
$9.07K +$6.13K +23 +209%
SWA
920
Sutton Wealth Advisors
Florida
$9.03K +$265 +1 +3%
JFA
921
JNBA Financial Advisors
Minnesota
$9K – – –
CAL
922
Capital Advisors Ltd
Ohio
$9K – – –
IFAM
923
Institutional & Family Asset Management
Colorado
$9K – – –
PWA
924
Phoenix Wealth Advisors
North Carolina
$8K +$8K +32 New
MIH
925
Meitav Investment House
Israel
$7.83K +$1.61K +6,060 +26%
35 36
37
38 39