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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 %
RA
1001
Resolute Advisors
California
$8K 28 – –
BMD
1002
Better Money Decisions
New Mexico
$8K 28 – –
SAI
1003
Systematic Alpha Investments
New Jersey
$8K 24 +24 New
FMP
1004
Financial Management Professionals
Texas
$7K 25 – –
LS
1005
Leelyn Smith
Illinois
$7K 25 +25 New
PCG
1006
Private Capital Group
Connecticut
$6K 19 – –
WOC
1007
West Oak Capital
California
$5K 18 – –
SWA
1008
SOA Wealth Advisors
New York
$4K 14 -2 -13%
AWM
1009
AllSquare Wealth Management
New York
$4K 12 – –
BWP
1010
Baldwin Wealth Partners
Massachusetts
$4K 12 – –
JFA
1011
JNBA Financial Advisors
Minnesota
$3K 9 – –
AP
1012
Atwood & Palmer
Missouri
$3K 10 – –
GKWIM
1013
Gerber Kawasaki Wealth & Investment Management
California
$3K 3 +3 New
CCM
1014
Cribstone Capital Management
Maine
$2K 7 -17 -71%
LFG
1015
Larson Financial Group
Missouri
$2K 5 – –
CA
1016
Crewe Advisors
Utah
$2K 7 – –
Kayne Anderson Rudnick Investment Management
1017
Kayne Anderson Rudnick Investment Management
California
$2K 8 – –
MCM
1018
Manchester Capital Management
Vermont
$2K 8 +2 +33%
Walleye Capital
1019
Walleye Capital
New York
$1.82K 6,176 +6,176 New
GFPC
1020
Global Financial Private Client
Florida
$1.18K 4 – –
PI
1021
PEAK6 Investments
Illinois
$1K 3 -2 -40%
RBC
1022
Roble Belko & Company
Pennsylvania
$1K 3 – –
CWC
1023
Carolinas Wealth Consulting
North Carolina
$1K 4 – –
SIS
1024
Sound Income Strategies
Florida
$1K 5 – –
GTAM
1025
Global Trust Asset Management
Florida
$1K 4 – –
39 40
41
42 43