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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 %
VCM
901
Versant Capital Management
Arizona
$79K 267 +2 +0.8%
HRC
902
Hoertkorn Richard Charles
$74K 250 +250 New
LWA
903
Lowe Wealth Advisors
Maryland
$73K 248 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
904
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$71K 243 -47,000 -99%
WWM
905
Wolff Wiese Magana
California
$71K 242 – –
GWS
906
Glassman Wealth Services
Virginia
$70K 238 +35 +17%
WTC
907
WhitTier Trust Company
Nevada
$69K 233 – –
CFGS
908
Concourse Financial Group Securities
Alabama
$64K 219 +5 +2%
WBC
909
West Branch Capital
Massachusetts
$63K 213 -75 -26%
ZB
910
Zions Bancorporation
Utah
$63K 214 – –
LCM
911
Logan Capital Management
Pennsylvania
$62K 210 +101 +93%
IBOK
912
Independence Bank of Kentucky
Kentucky
$59K 200 – –
ADL
913
Asset Dedication LLC
California
$59K 200 – –
NR
914
Newfound Research
Massachusetts
$56K 191 +191 New
GLLW
915
Graves Light Lenhart Wealth
Virginia
$55K 187 – –
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K 184 -100 -35%
M
917
MOTCO
Texas
$54K 182 – –
SOW
918
State of Wyoming
Wyoming
$54K 184 +28 +18%
AWA
919
Arkadios Wealth Advisors
Georgia
$54K 187 +172 +1,147%
BCM
920
Bourgeon Capital Management
Connecticut
$53K 180 -10 -5%
HR
921
Howe & Rusling
New York
$53K 180 – –
PB
922
Pinnacle Bancorp
Nebraska
$52K 176 +16 +10%
IWP
923
IAG Wealth Partners
Wisconsin
$51K 172 -34 -17%
PVH
924
Psagot Value Holdings
Israel
$51K 174 – –
TCWM
925
Total Clarity Wealth Management
Illinois
$50K 171 +171 New
35 36
37
38 39