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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.

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 %
GTAM
976
Global Trust Asset Management
Florida
$1K – – –
RBC
977
Roble Belko & Company
Pennsylvania
$1K – – –
PI
978
PEAK6 Investments
Illinois
$1K +$1K +5 New
SIS
979
Sound Income Strategies
Florida
$1K +$1K +5 New
WIM
980
Westside Investment Management
California
$429 – – –
H
981
HoyleCohen
California
$211 +$211 +736 New
BBHC
982
Brown Brothers Harriman & Co
New York
$106 -$1 -2 -0.5%
CIM
983
CCLA Investment Management
United Kingdom
– -$54.2M -204,081 Closed
N
984
Natixis
France
– -$23.7M -89,240 Closed
PI
985
Putnam Investments
Massachusetts
– -$23.5M -88,587 Closed
Assenagon Asset Management
986
Assenagon Asset Management
Luxembourg
– -$21.4M -80,643 Closed
SAM
987
Scopus Asset Management
New York
– -$15.4M -58,000 Closed
HCM
988
Heathbridge Capital Management
Ontario, Canada
– -$14.7M -55,245 Closed
WorldQuant Millennium Advisors
989
WorldQuant Millennium Advisors
New York
– -$14.4M -54,264 Closed
MNG
990
Manning & Napier Group
New York
– -$13.2M -49,629 Closed
MPM
991
Meritage Portfolio Management
Kansas
– -$11.2M -42,236 Closed
JCA
992
Jade Capital Advisors
New Jersey
– -$9.29M -35,000 Closed
Qube Research & Technologies (QRT)
993
Qube Research & Technologies (QRT)
United Kingdom
– -$9.09M -34,242 Closed
Holocene Advisors
994
Holocene Advisors
New York
– -$7.65M -28,817 Closed
Wealth Enhancement Advisory Services
995
Wealth Enhancement Advisory Services
Minnesota
– -$4.9M -18,653 Closed
ECM
996
ExodusPoint Capital Management
New York
– -$3.9M -14,709 Closed
BDS
997
Banco de Sabadell
Florida
– -$3.88M -14,471 Closed
JG
998
Jefferies Group
New York
– -$3.73M -14,058 Closed
Nomura Holdings
999
Nomura Holdings
Japan
– -$2.39M -9,012 Closed
DCP
1000
Distillate Capital Partners
Illinois
– -$2.29M -8,610 Closed
38 39
40
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