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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
1
DZ Bank
Germany
$381M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$840M
3
Bank of America
3
Bank of America
North Carolina
$589M
4
CVA
4
Ceredex Value Advisors
Florida
$163M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$292M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$317M
2
Holocene Advisors
2
Holocene Advisors
New York
$7.65M
3
ATN
3
AMF Tjänstepension
Sweden
$24.1M
4
UBS Group
4
UBS Group
Switzerland
$707M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$8.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1026
Bristlecone Advisors
Washington
– -$201K -803 Closed
ARTA
1027
A.R.T. Advisors
New York
– -$201K -800 Closed
MIM
1028
Merrion Investment Management
New Jersey
– -$154K -616 Closed
KCM
1029
Kathmere Capital Management
Pennsylvania
– -$138K -551 Closed
PWPS
1030
Pinnacle Wealth Planning Services
Ohio
– -$120K -477 Closed
CCA
1031
Childress Capital Advisors
Texas
– -$105K -420 Closed
KFA
1032
Krane Funds Advisors
New York
– -$90K -360 Closed
PWM
1033
Perigon Wealth Management
California
– -$80K -318 Closed
HMS
1034
Hanseatic Management Services
New Mexico
– -$57K -229 Closed
NG
1035
NWK Group
California
– -$46K -185 Closed
LGA
1036
Lebenthal Global Advisors
New York
– -$38K -152 Closed
AIL
1037
AGF Investments LLC
Ontario, Canada
– -$21K -84 Closed
TC
1038
Trust Company
Kansas
– -$20K -80 Closed
WLPWM
1039
Walled Lake Planning & Wealth Management
Illinois
– -$19K -77 Closed
RPWA
1040
Regent Peak Wealth Advisors
Georgia
– -$19K -75 Closed
VCG
1041
Vantage Consulting Group
Virginia
– -$16K -63 Closed
TIAM2
1042
Tru Independence Asset Management 2
Oregon
– -$9K -36 Closed
TPWA
1043
TRUE Private Wealth Advisors
Oregon
– -$8K -35 Closed
AWG
1044
Altus Wealth Group
Colorado
– -$8K -33 Closed
DWM
1045
Defined Wealth Management
Oregon
– -$8K -32 Closed
VCM
1046
Vigilant Capital Management
Maine
– -$3K -11 Closed
AA
1047
Ancora Advisors
Ohio
– -$3K -10 Closed
BSSFA
1048
Baron Silver Stevens Financial Advisors
Florida
– -$2K -10 Closed
MCM
1049
Manchester Capital Management
Vermont
– -$2K -8 Closed
MFT
1050
Moisand Fitzgerald Tamayo
Florida
– -$2K -8 Closed
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