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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 %
AIM
926
Anchor Investment Management
South Carolina
$50K 170 – –
HFM
927
Harvest Fund Management
China
$49K 167 – –
CAM
928
CenterStar Asset Management
Illinois
– – – –
DAM
929
Delta Asset Management
Tennessee
$49K 165 – –
RS
930
Robeco Schweiz
Switzerland
$48.5K 165,000 – –
TF
931
TimeScale Financial
Massachusetts
$45K 153 – –
CFO
932
CVA Family Office
Colorado
$44K 200 -130 -39%
SNT
933
Security National Trust
West Virginia
$43K 150 – –
MC
934
Maverick Capital
Texas
$41K 138 +138 New
LC
935
Lindbrook Capital
California
$40K 137 +9 +7%
SIC
936
Salem Investment Counselors
North Carolina
$39K 133 – –
GWM
937
Geneos Wealth Management
Colorado
$39K 135 +35 +35%
AAP
938
Arax Advisory Partners
Colorado
$38K 130 – –
DTIM
939
Danda Trouve Investment Management
Kansas
$38K 130 +130 New
SIM
940
Sonora Investment Management
Arizona
$37K 127 +100 +370%
SC
941
SouthState Corp
Florida
$34K 115 +115 New
BIA
942
Bell Investment Advisors
California
$34K 117 +117 New
FP
943
Financial Perspectives
Minnesota
$32.9K 112 – –
IPW
944
IronBridge Private Wealth
Texas
$31K 107 – –
DOA
945
D'Orazio & Associates
Virginia
$31K 107 +44 +70%
TFIPS
946
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K 100 +100 New
LWP
947
Lumature Wealth Partners
Georgia
$29K 100 – –
KC
948
Knuff & Co
California
$29K 100 – –
PMFA
949
Plante Moran Financial Advisors
Michigan
$29K 100 – –
CAGAS
950
Capital Advisory Group Advisory Services
Minnesota
$29K 100 – –
36 37
38
39 40