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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 %
AIMCA
1051
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -1,700 Closed
MYLI
1052
Meiji Yasuda Life Insurance
Japan
– – -1,672 Closed
WI
1053
Wintrust Investments
Illinois
– – -1,510 Closed
PAM
1054
PVG Asset Management
Colorado
– – -1,469 Closed
MCM
1055
Mainstay Capital Management
Michigan
– – -1,455 Closed
IWM
1056
IHT Wealth Management
Illinois
– – -1,179 Closed
CBN
1057
Cadence Bank NA
Texas
– – -1,106 Closed
WCM
1058
Weld Capital Management
New York
– – -1,062 Closed
LSAG
1059
Lake Street Advisors Group
New Hampshire
– – -1,052 Closed
MF
1060
Montis Financial
Massachusetts
– – -1,018 Closed
WW
1061
Westshore Wealth
California
– – -1,010 Closed
JPG
1062
Jordan Park Group
California
– – -987 Closed
IP
1063
Interval Partners
New York
– – -970 Closed
CCIA
1064
Campbell & Co Investment Adviser
Maryland
– – -909 Closed
SW
1065
StrongBox Wealth
Missouri
– – -879 Closed
AAS
1066
Annex Advisory Services
Wisconsin
– – -818 Closed
VWA
1067
V Wealth Advisors
Kansas
– – -811 Closed
CCC
1068
Crescent Capital Consulting
Louisiana
– – -800 Closed
CCM
1069
Coldstream Capital Management
Washington
– – -755 Closed
UF
1070
Univest Financial
Pennsylvania
– – -748 Closed
RDWM
1071
Red Door Wealth Management
Tennessee
– – -476 Closed
DAC
1072
Dividend Assets Capital
South Carolina
– – -400 Closed
PP
1073
Paloma Partners
Connecticut
– – -385 Closed
EFSCE
1074
Enterprise Financial Services Corp (EFSC)
Missouri
– – -320 Closed
KFP
1075
KB Financial Partners
New Jersey
– – -273 Closed
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