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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
1
DZ Bank
Germany
$381M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$840M
3
Bank of America
3
Bank of America
North Carolina
$589M
4
CVA
4
Ceredex Value Advisors
Florida
$163M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$292M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
2
Holocene Advisors
New York
$7.65M
3
ATN
3
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
4
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
951
Global Financial Private Client
Florida
$1.05K – – –
SFO
952
Standard Family Office
South Dakota
$1K -$400 -2 -29%
MLFP
953
MPS Loria Financial Planners
Illinois
$1K – – –
BWM
954
BerganKDV Wealth Management
Minnesota
$1K – – –
Fidelity International
955
Fidelity International
Bermuda
$1K – – –
LFG
956
Larson Financial Group
Missouri
$1K – – –
CWC
957
Carolinas Wealth Consulting
North Carolina
$1K – – –
GTAM
958
Global Trust Asset Management
Florida
$1K – – –
ME
959
McIlrath & Eck
Washington
$1K +$1K +3 New
RBC
960
Roble Belko & Company
Pennsylvania
$1K +$1K +3 New
TSW
961
Thompson Siegel & Walmsley
Virginia
$1K +$1K +4 New
JPLA
962
Joseph P. Lucia & Associates
New York
$1K +$1K +5 New
BFC
963
Bedel Financial Consulting
Indiana
$1K +$1K +5 New
MCM
964
MV Capital Management
Maryland
$1K +$1K +5 New
WIM
965
Westside Investment Management
California
$398 – – –
BBHC
966
Brown Brothers Harriman & Co
New York
$99 +$88 +329 +765%
SWM
967
Sugarloaf Wealth Management
Georgia
$20 – – –
FCM
968
Frontier Capital Management
Massachusetts
– -$62.1M -247,435 Closed
NC
969
Nitorum Capital
New York
– -$54.8M -218,476 Closed
Arrowstreet Capital
970
Arrowstreet Capital
Massachusetts
– -$38.5M -153,514 Closed
Balyasny Asset Management
971
Balyasny Asset Management
Illinois
– -$21.2M -84,478 Closed
PWAG
972
Polaris Wealth Advisory Group
California
– -$20.7M -78,942 Closed
AIM
973
ARK Investment Management
Florida
– -$14M -55,862 Closed
MWNA
974
Marshall Wace North America
New York
– -$12.6M -50,088 Closed
Twin Tree Management
975
Twin Tree Management
Texas
– -$9.48M -37,815 Closed
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