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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.

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 %
FMT
1026
First Mercantile Trust
Tennessee
– -$227K -855 Closed
Two Sigma Investments
1027
Two Sigma Investments
New York
– -$213K -801 Closed
LOAME
1028
Lombard Odier Asset Management (Europe)
United Kingdom
– -$212K -800 Closed
BAIA
1029
Bel Air Investment Advisors
California
– -$211K -796 Closed
TCM
1030
Teza Capital Management
Illinois
– -$208K -783 Closed
SMG
1031
Smart Money Group
Texas
– -$207K -782 Closed
NIM
1032
NuWave Investment Management
New Jersey
– -$134K -503 Closed
BAM
1033
Belpointe Asset Management
Nevada
– -$127K -479 Closed
NICM
1034
Neo Ivy Capital Management
New York
– -$105K -396 Closed
HL
1035
Harding Loevner
New Jersey
– -$78K -293 Closed
VFA
1036
Valeo Financial Advisors
Indiana
– -$72K -270 Closed
GAM
1037
GVO Asset Management
Switzerland
– -$63K -236 Closed
SFS
1038
Sowell Financial Services
Arkansas
– -$50K -186 Closed
TCWM
1039
Total Clarity Wealth Management
Illinois
– -$45K -171 Closed
RWB
1040
RMR Wealth Builders
New Jersey
– -$45K -170 Closed
ACM
1041
Allred Capital Management
Texas
– -$36.4K -137 Closed
SLF
1042
Sun Life Financial
Ontario, Canada
– -$18K -69 Closed
CL
1043
COWA LLC
Oklahoma
– -$14K -52 Closed
MWM
1044
Mascoma Wealth Management
New Hampshire
– -$13K -50 Closed
MF
1045
Manchester Financial
California
– -$10K -36 Closed
HI
1046
Human Investing
Oregon
– -$10K -36 Closed
ADIM
1047
Alpha DNA Investment Management
Maryland
– -$6K -23 Closed
MWP
1048
Meridian Wealth Partners
Pennsylvania
– -$4K -16 Closed
GAM
1049
Grandview Asset Management
Pennsylvania
– -$2K -7 Closed
JPLA
1050
Joseph P. Lucia & Associates
New York
– -$1K -5 Closed
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