ROK icon

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 %
TFGT
926
TS Financial Group (TSFG)
Illinois
$16K – – –
GEA
927
Glen Eagle Advisors
New Jersey
$15.7K +$15.7K +55 New
FHC
928
First Horizon Corporation
Tennessee
$15K +$1.94K +7 +15%
HIA
929
Harbor Investment Advisory
Maryland
$15K +$7.08K +25 +89%
KPCM
930
Kings Point Capital Management
New York
$14K – – –
GWSG
931
GPS Wealth Strategies Group
Colorado
$14K +$14K +48 New
PGWM
932
Parisi Gray Wealth Management
New Jersey
$14K +$14K +49 New
MGIM
933
M&G Investment Management
United Kingdom
$13.8K +$13.8K +48,131 New
EARNEST Partners
934
EARNEST Partners
Georgia
$13K – – –
AIM
935
Arcadia Investment Management
Michigan
$13K +$13K +45 New
APWA
936
Atlas Private Wealth Advisors
New Jersey
$12K -$11.1K -38 -48%
First Manhattan
937
First Manhattan
New York
$12K – – –
RFA
938
Reilly Financial Advisors
California
$12K +$4.39K +15 +58%
AIG
939
American International Group
New York
$11.1K -$545 -1,905 -5%
APC
940
Aspire Private Capital
North Carolina
$11K – – –
PWA
941
Phoenix Wealth Advisors
North Carolina
$11K +$1.97K +7 +22%
CP
942
Castleview Partners
Texas
$11K +$11K +39 New
CAL
943
Capital Advisors Ltd
Ohio
$10K – – –
IFAM
944
Institutional & Family Asset Management
Colorado
$10K – – –
CB
945
CNB Bank
Pennsylvania
$10K – – –
SWA
946
Sutton Wealth Advisors
Florida
$9.73K – – –
SIM
947
Sonora Investment Management
Arizona
$8K – – –
RA
948
Resolute Advisors
California
$8K – – –
BMD
949
Better Money Decisions
New Mexico
$8K – – –
Nisa Investment Advisors
950
Nisa Investment Advisors
Missouri
$7.68K +$785 +2,745 +11%
36 37
38
39 40