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Rockwell Automation
ROK

Overview Fund Activity

788 hedge funds and large institutions have $13.7B invested in Rockwell Automation in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 304 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-70
Holders Change %
-8.16%
% of All Funds
17.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
76
Increased
260
Reduced
304
Closed
142
Calls
$59M
Puts
$68.2M
Net Calls
-$9.19M
Net Calls Change
+$50.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$128M
4
American Century Companies
American Century Companies
Missouri
+$97.3M
5
Boston Partners
Boston Partners
Massachusetts
+$79.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$115M
2
UBS Group
UBS Group
Switzerland
-$71.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$58.7M
4
Franklin Resources
Franklin Resources
California
-$51.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
376
Weiss Asset Management
Massachusetts
$982K +$799K +5,296 +438%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$972K +$117K +774 +14%
Credit Agricole
378
Credit Agricole
France
$966K +$482K +3,192 +99%
KOCAA
379
Knights of Columbus Asset Advisors
Connecticut
$951K +$951K +6,300 New
ASN
380
Advisory Services Network
Georgia
$943K +$104K +690 +12%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$939K -$27K -179 -3%
Massachusetts Financial Services
382
Massachusetts Financial Services
Massachusetts
$939K +$637K +4,225 +211%
MERSOM
383
Municipal Employees' Retirement System of Michigan
Michigan
$936K – – –
HKAM
384
Horizon Kinetics Asset Management
New York
$921K -$60.4K -400 -6%
LCM
385
Laurion Capital Management
New York
$918K +$611K +4,046 +199%
FC
386
Fayerweather Charles
$907K +$54.3K +360 +6%
NMIMC
387
Northwestern Mutual Investment Management Company
Wisconsin
$906K +$229K +1,518 +34%
PAM
388
Paradigm Asset Management
New York
$905K – – –
SACTSONJ
389
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$905K – – –
PWAP
390
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$904K – – –
UCI
391
Uncommon Cents Investing
Wisconsin
$893K -$37K -245 -4%
LW
392
Linscomb Wealth
Texas
$884K -$281K -1,860 -24%
AFA
393
Abacus FCF Advisors
Florida
$878K -$89K -588 -9%
BC
394
Burney Company
Virginia
$850K -$210K -1,391 -20%
Koshinski Asset Management
395
Koshinski Asset Management
Illinois
$837K +$48.4K +321 +6%
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$820K -$69.1K -458 -8%
HA
397
Harfst & Associates
Wyoming
$810K +$26.5K +176 +3%
PI
398
Pettee Investors
Connecticut
$808K – – –
AIM
399
Acropolis Investment Management
Missouri
$773K +$56.6K +375 +8%
WSCM
400
Wellington Shields Capital Management
New York
$764K – – –
14 15
16
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