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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
18.06%
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 %
MMG
951
Monetary Management Group
Missouri
$28K 95 – –
YAL
952
Your Advocates Ltd
Texas
$26K 90 +1 +1%
Walleye Trading
953
Walleye Trading
New York
$25K 84 +84 New
AWM
954
Avior Wealth Management
Nebraska
$24K 83 -33 -28%
BWA
955
BDO Wealth Advisors
Florida
$24K 80 – –
EDRH
956
Edmond de Rothschild Holding
Switzerland
$24K 80 – –
HCP
957
Hexagon Capital Partners
Arkansas
$24K 80 – –
EIM
958
Essex Investment Management
Massachusetts
$24K 80 – –
GAM
959
Gemmer Asset Management
California
$23K 78 +2 +3%
PFBT
960
Parkside Financial Bank & Trust
Missouri
$23K 77 +10 +15%
SWM
961
Sugarloaf Wealth Management
Georgia
$22K 75 – –
TFO
962
Tarbox Family Office
California
$22K 75 – –
CDIA
963
Capital Directions Investment Advisors
Georgia
$21K 70 +70 New
SC
964
Sierra Capital
Florida
$20K 68 – –
FHA
965
First Horizon Advisors
Tennessee
$20K 71 +54 +318%
WPA
966
West Paces Advisors
Georgia
$20K 68 – –
SBL
967
Sargent Bickham Lagudis
Colorado
$19K 63 +63 New
DFCM
968
Dark Forest Capital Management
Puerto Rico
$18K 60 -567 -90%
LWA
969
Lenox Wealth Advisors
New York
$18K 60 – –
AA
970
Ancora Advisors
Ohio
$18K 62 +62 New
PFGIA
971
Patriot Financial Group Insurance Agency
Massachusetts
$17K 57 +1 +2%
PCH
972
Polar Capital Holdings
United Kingdom
$16.2K 55,142 -3,041 -5%
GEA
973
Glen Eagle Advisors
New Jersey
$16.2K 55 – –
TFGT
974
TS Financial Group (TSFG)
Illinois
$16K 55 – –
HIA
975
Harbor Investment Advisory
Maryland
$16K 56 +3 +6%
37 38
39
40 41