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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 %
CIC
126
Carnegie Investment Counsel
Ohio
$22M +$1.14M +4,278 +5%
Adage Capital Partners
127
Adage Capital Partners
Massachusetts
$21.7M -$12.5M -47,201 -37%
BFO
128
Boston Family Office
Massachusetts
$21.5M +$15.9K +60 +0.1%
Assenagon Asset Management
129
Assenagon Asset Management
Luxembourg
$21.4M +$13.1M +49,411 +158%
FWCM
130
Ferguson Wellman Capital Management
Oregon
$21.3M +$782K +2,947 +4%
US Bancorp
131
US Bancorp
Minnesota
$21M -$10.6K -40 -0.1%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$20.8M -$1.5M -5,653 -7%
TAM
133
Tocqueville Asset Management
New York
$20.7M +$1.58M +5,950 +8%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$20.2M -$7.34M -27,658 -27%
Stifel Financial
135
Stifel Financial
Missouri
$19.6M -$1.29M -4,857 -6%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$18.9M -$1.05M -3,965 -5%
KFS
137
Kurt F. Somerville
$18.4M +$96.6K +364 +0.5%
SEI Investments
138
SEI Investments
Pennsylvania
$18.3M +$425K +1,596 +2%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$17.8M +$1.53M +5,757 +9%
TAM
140
Trillium Asset Management
Massachusetts
$17.5M +$2.68M +10,098 +18%
WJWM
141
Williams Jones Wealth Management
New York
$17.4M +$311K +1,173 +2%
LPL Financial
142
LPL Financial
California
$17.2M -$265 -1 -0%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$17.1M +$409K +1,539 +2%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.8M +$1.25M +4,708 +8%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$16.1M -$472K -1,780 -3%
Asset Management One
146
Asset Management One
Japan
$16M -$432K -1,629 -3%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$16M -$4.43M -16,688 -22%
UB
148
UMB Bank
Missouri
$16M +$628K +2,366 +4%
PCH
149
Polar Capital Holdings
United Kingdom
$15.4M – – –
SAM
150
Scopus Asset Management
New York
$15.4M +$5.57M +21,000 +57%
4 5
6
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