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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
Holocene Advisors
New York
$7.65M
3
ATN
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
1001
ARS Investment Partners
New York
– -$447K -1,782 Closed
CSPIA
1002
Cary Street Partners Investment Advisory
Virginia
– -$355K -1,413 Closed
PP
1003
Prudential plc
United Kingdom
– -$354K -1,410 Closed
AR
1004
Advisory Research
Illinois
– -$351K -1,401 Closed
OC
1005
Oarsman Capital
Wisconsin
– -$344K -1,370 Closed
Cerity Partners
1006
Cerity Partners
New York
– -$314K -1,250 Closed
GEM
1007
Global Endowment Management
North Carolina
– -$304K -1,210 Closed
OAM
1008
Optimal Asset Management
California
– -$301K -1,200 Closed
WB
1009
Webster Bank
Connecticut
– -$301K -1,200 Closed
ABC
1010
Associated Banc-Corp
Wisconsin
– -$296K -1,181 Closed
FFN
1011
Focus Financial Network
Minnesota
– -$288K -1,150 Closed
KP
1012
Keel Point
Alabama
– -$279K -1,114 Closed
AS
1013
Altshuler Shaham
Israel
– -$253K -1,010 Closed
FA
1014
FDx Advisors
Illinois
– -$251K -1,001 Closed
BPCE
1015
Bank Pictet & Cie (Europe)
Germany
– -$249K -992 Closed
UAS
1016
United Asset Strategies
New York
– -$246K -980 Closed
PM
1017
Parametrica Management
Hong Kong
– -$243K -968 Closed
B
1018
Barings
North Carolina
– -$238K -950 Closed
HI
1019
Horizon Investments
North Carolina
– -$234K -934 Closed
MSR
1020
Main Street Research
Connecticut
– -$231K -922 Closed
KIA
1021
KCM Investment Advisors
California
– -$231K -920 Closed
SCM
1022
Stevens Capital Management
Pennsylvania
– -$230K -917 Closed
AAS
1023
Annex Advisory Services
Wisconsin
– -$228K -908 Closed
PA
1024
Procyon Advisors
Connecticut
– -$209K -832 Closed
BHBT
1025
Burke & Herbert Bank & Trust
Virginia
– -$202K -808 Closed
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