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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
Holocene Advisors
New York
$7.65M
3
ATN
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
926
Sonora Investment Management
Arizona
$7K – – –
HIA
927
Harbor Investment Advisory
Maryland
$7K – – –
SFSIG
928
San Francisco Sentry Investment Group
California
$7K – – –
BAM
929
Bellevue Asset Management
Washington
$7K – – –
RFA
930
Reilly Financial Advisors
California
$7K +$7K +26 New
BMD
931
Better Money Decisions
New Mexico
$7K +$7K +28 New
Nisa Investment Advisors
932
Nisa Investment Advisors
Missouri
$6.4K -$2.04K -7,699 -24%
FI
933
FormulaFolio Investments
Michigan
$6K -$361K -1,322 -98%
FMP
934
Financial Management Professionals
Texas
$6K -$56K -196 -90%
ADIM
935
Alpha DNA Investment Management
Maryland
$6K +$6K +23 New
RA
936
Resolute Advisors
California
$6K +$6K +28 New
WOC
937
West Oak Capital
California
$5K – – –
PCG
938
Private Capital Group
Connecticut
$5K +$526 +2 +12%
SWA
939
SOA Wealth Advisors
New York
$5K +$3.68K +14 +280%
FWM
940
Focused Wealth Management
New York
$5K +$5K +18 New
MWP
941
Meridian Wealth Partners
Pennsylvania
$4K +$4K +16 New
FPW
942
Flagship Private Wealth
Massachusetts
$3.21K – – –
AWA
943
Arkadios Wealth Advisors
Georgia
$3K -$4.2K -21 -58%
BWP
944
Baldwin Wealth Partners
Massachusetts
$3K – – –
FPS
945
Fieldpoint Private Securities
Connecticut
$3K – – –
AWM
946
AllSquare Wealth Management
New York
$3K – – –
AP
947
Atwood & Palmer
Missouri
$3K +$3K +10 New
CA
948
Crewe Advisors
Utah
$2K – – –
Kayne Anderson Rudnick Investment Management
949
Kayne Anderson Rudnick Investment Management
California
$2K – – –
GAM
950
Grandview Asset Management
Pennsylvania
$2K +$2K +7 New
36 37
38
39 40