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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
1
Capital World Investors
California
$1.03B
2
American Century Companies
2
American Century Companies
Missouri
$358M
3
Macquarie Group
3
Macquarie Group
Australia
$82.7M
4
Invesco
4
Invesco
Georgia
$368M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$946M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$215M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$421M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$228M
4
CVA
4
Ceredex Value Advisors
Florida
$116M
5
CIM
5
CCLA Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
901
Lumature Wealth Partners
Georgia
$29K – – –
JWA
902
JFS Wealth Advisors
Pennsylvania
$29K – – –
OC
903
Oakworth Capital
Alabama
$29K – – –
GWM
904
Geneos Wealth Management
Colorado
$28K -$148K -528 -84%
MMG
905
Monetary Management Group
Missouri
$27K +$27K +95 New
YAL
906
Your Advocates Ltd
Texas
$26K – – –
FWM
907
FFT Wealth Management
Pennsylvania
$25K +$25K +88 New
EIM
908
Essex Investment Management
Massachusetts
$23K – – –
EDRH
909
Edmond de Rothschild Holding
Switzerland
$23K – – –
BWA
910
BDO Wealth Advisors
Florida
$23K – – –
HCP
911
Hexagon Capital Partners
Arkansas
$23K +$2.01K +7 +10%
GAM
912
Gemmer Asset Management
California
$22K – – –
Parallax Volatility Advisers
913
Parallax Volatility Advisers
California
$21K -$9.92K -34 -32%
SWM
914
Sugarloaf Wealth Management
Georgia
$21K – – –
TFO
915
Tarbox Family Office
California
$21K – – –
WP
916
WealthShield Partners
North Carolina
$21K – – –
TAIM
917
TD Ameritrade Investment Management
Nebraska
$21K +$1.44K +5 +7%
WPA
918
West Paces Advisors
Georgia
$19.4K – – –
SC
919
Sierra Capital
Florida
$19K – – –
PFBT
920
Parkside Financial Bank & Trust
Missouri
$19K +$3.4K +12 +22%
DOA
921
D'Orazio & Associates
Virginia
$18K – – –
LWA
922
Lenox Wealth Advisors
New York
$17K – – –
PCH
923
Polar Capital Holdings
United Kingdom
$16.6K – – –
PFGIA
924
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$286 -1 -2%
SL
925
Savior LLC
Massachusetts
$16K – – –
35 36
37
38 39