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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.

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 %
ETC
951
Exchange Traded Concepts
Oklahoma
$7K -$20.7K -77 -75%
CCM
952
Cribstone Capital Management
Maine
$7K -$4.08K -14 -37%
SFSIG
953
San Francisco Sentry Investment Group
California
$7K – – –
BAM
954
Bellevue Asset Management
Washington
$7K – – –
FMP
955
Financial Management Professionals
Texas
$7K +$1.12K +4 +19%
FI
956
FormulaFolio Investments
Michigan
$6K – – –
MCM
957
MV Capital Management
Maryland
$6K +$4.5K +15 +300%
WOC
958
West Oak Capital
California
$5K – – –
FWM
959
Focused Wealth Management
New York
$5K – – –
PCG
960
Private Capital Group
Connecticut
$5K – – –
FHA
961
First Horizon Advisors
Tennessee
$4K -$8.47K -36 -68%
SWA
962
SOA Wealth Advisors
New York
$4K -$750 -3 -16%
AWA
963
Arkadios Wealth Advisors
Georgia
$4K – – –
FPW
964
Flagship Private Wealth
Massachusetts
$3.5K – – –
JFA
965
JNBA Financial Advisors
Minnesota
$3K -$8.33K -25 -74%
AWM
966
AllSquare Wealth Management
New York
$3K – – –
BWP
967
Baldwin Wealth Partners
Massachusetts
$3K – – –
AP
968
Atwood & Palmer
Missouri
$3K – – –
LFG
969
Larson Financial Group
Missouri
$2K – – –
CA
970
Crewe Advisors
Utah
$2K – – –
Kayne Anderson Rudnick Investment Management
971
Kayne Anderson Rudnick Investment Management
California
$2K – – –
MCM
972
Manchester Capital Management
Vermont
$2K +$2K +6 New
GFPC
973
Global Financial Private Client
Florida
$1.14K – – –
BWM
974
BerganKDV Wealth Management
Minnesota
$1K – – –
CWC
975
Carolinas Wealth Consulting
North Carolina
$1K – – –
37 38
39
40 41