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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 %
MGIM
976
M&G Investment Management
United Kingdom
$15.1K 51,374 +3,243 +7%
TAIM
977
TD Ameritrade Investment Management
Nebraska
$15K 68 -5 -7%
BWM
978
BerganKDV Wealth Management
Minnesota
$15K 51 +47 +1,175%
MWM
979
Mascoma Wealth Management
New Hampshire
$15K 50 +50 New
GWSG
980
GPS Wealth Strategies Group
Colorado
$14K 48 – –
EARNEST Partners
981
EARNEST Partners
Georgia
$14K 46 – –
Optiver Holding
982
Optiver Holding
Netherlands
$14K 46 +46 New
AIM
983
Arcadia Investment Management
Michigan
$13K 45 – –
RFA
984
Reilly Financial Advisors
California
$12K 41 – –
APWA
985
Atlas Private Wealth Advisors
New Jersey
$12K 41 – –
First Manhattan
986
First Manhattan
New York
$12K 44 – –
CWP
987
Concord Wealth Partners
Virginia
$11K 39 -231 -86%
APC
988
Aspire Private Capital
North Carolina
$11K 39 – –
CB
989
CNB Bank
Pennsylvania
$11K 36 – –
PWA
990
Phoenix Wealth Advisors
North Carolina
$11K 39 – –
CPC
991
Consolidated Planning Corp
Georgia
$11K 36 +36 New
CFD
992
Creative Financial Designs
Indiana
$11K 39 +39 New
SWA
993
Sutton Wealth Advisors
Florida
$10.3K 35 +1 +3%
CAL
994
Capital Advisors Ltd
Ohio
$10K 34 – –
IFAM
995
Institutional & Family Asset Management
Colorado
$10K 35 – –
BAM
996
Bellevue Asset Management
Washington
$10K 35 +10 +40%
MCM
997
MV Capital Management
Maryland
$10K 33 +13 +65%
Loomis, Sayles & Company
998
Loomis, Sayles & Company
Massachusetts
$10K 34 +34 New
NFSG
999
Newbridge Financial Services Group
Florida
$10K 35 +35 New
Nisa Investment Advisors
1000
Nisa Investment Advisors
Missouri
$9.96K 33,857 +7,005 +26%
38 39
40
41 42