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Rockwell Automation
ROK

Overview Fund Activity

968 hedge funds and large institutions have $22.4B invested in Rockwell Automation in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 339 increasing their positions, 306 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+58
Holders Change %
+6.37%
% of All Funds
17.18%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
139
Increased
339
Reduced
306
Closed
71
Calls
$93.1M
Puts
$48.8M
Net Calls
+$44.4M
Net Calls Change
+$4.29M

Top Buyers

1
Invesco
Invesco
Georgia
+$178M
2
Holocene Advisors
Holocene Advisors
New York
+$76M
3
BlackRock
BlackRock
New York
+$54M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$47.5M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$151M
2
Ameriprise
Ameriprise
Minnesota
-$95.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$92.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$75M
5
Goldman Sachs
Goldman Sachs
New York
-$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAM2
926
Tru Independence Asset Management 2
Oregon
$9K +$9K +36 New
SWA
927
Sutton Wealth Advisors
Florida
$8.28K +$752 +3 +10%
TPWA
928
TRUE Private Wealth Advisors
Oregon
$8K – – –
DWM
929
Defined Wealth Management
Oregon
$8K +$8K +32 New
AWG
930
Altus Wealth Group
Colorado
$8K +$8K +33 New
SIM
931
Sonora Investment Management
Arizona
$7K – – –
SFSIG
932
San Francisco Sentry Investment Group
California
$7K – – –
HIA
933
Harbor Investment Advisory
Maryland
$7K +$750 +3 +12%
FHC
934
First Horizon Corporation
Tennessee
$6K – – –
BAM
935
Bellevue Asset Management
Washington
$6K – – –
WOC
936
West Oak Capital
California
$5K – – –
ANBT
937
American National Bank & Trust
Texas
$5K +$5K +20 New
PCG
938
Private Capital Group
Connecticut
$4K -$1.41K -6 -26%
APC
939
Aspire Private Capital
North Carolina
$4K – – –
AWM
940
AllSquare Wealth Management
New York
$3K – – –
BWP
941
Baldwin Wealth Partners
Massachusetts
$3K – – –
VCM
942
Vigilant Capital Management
Maine
$3K – – –
AA
943
Ancora Advisors
Ohio
$3K +$3K +10 New
FPS
944
Fieldpoint Private Securities
Connecticut
$3K +$3K +10 New
MF
945
Manchester Financial
California
$3K +$3K +11 New
FGAM
946
Financial Gravity Asset Management
Texas
$3K +$3K +11 New
FPW
947
Flagship Private Wealth
Massachusetts
$2.89K +$2.89K +12 New
CA
948
Crewe Advisors
Utah
$2K – – –
Kayne Anderson Rudnick Investment Management
949
Kayne Anderson Rudnick Investment Management
California
$2K – – –
MCM
950
Manchester Capital Management
Vermont
$2K +$1K +4 +100%
36 37
38
39 40