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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 %
RB
401
Rodgers Brothers
Pennsylvania
$763K +$7.55K +50 +1%
SW
402
SteelPeak Wealth
California
$762K +$762K +5,049 New
GIA
403
Guyasuta Investment Advisors
Pennsylvania
$759K +$5.28K +35 +0.7%
HB
404
Homrich & Berg
Georgia
$740K -$540K -3,576 -42%
LSERS
405
Louisiana State Employees Retirement System
Louisiana
$739K -$90.5K -600 -11%
AP
406
Advisor Partners
California
$731K +$11.6K +77 +2%
SPC
407
Sigma Planning Corp
Michigan
$729K -$8.75K -58 -1%
PIM
408
Penobscot Investment Management
Massachusetts
$728K – – –
TC
409
Telemus Capital
Michigan
$725K +$379K +1,752 +110%
DS
410
DRW Securities
Illinois
$710K +$710K +4,704 New
CAN
411
Cetera Advisor Networks
California
$707K – – –
EOJOAM
412
E. Ohman J:or Asset Management
Sweden
$694K -$136K -900 -16%
PI
413
PEAK6 Investments
Illinois
$693K -$4.47M -29,612 -87%
Squarepoint
414
Squarepoint
New York
$682K +$682K +4,521 New
AWA
415
Arete Wealth Advisors
Illinois
$676K -$16.6K -110 -2%
WAM
416
World Asset Management
Michigan
$672K -$527K -3,495 -44%
CAM
417
CenterStar Asset Management
Illinois
$669K – – –
PAG
418
Private Advisor Group
New Jersey
$636K -$192K -1,276 -23%
FFA
419
First Foundation Advisors
California
$629K +$81.1K +537 +15%
RIM
420
Redwood Investment Management
Arizona
$629K +$629K +4,168 New
BPC
421
Banque Pictet & Cie
Switzerland
$628K -$113K -750 -15%
BTW
422
Boston Trust Walden
Massachusetts
$626K -$4.07K -27 -0.6%
NRS
423
Neville Rodie & Shaw
New York
$619K – – –
PP
424
Prudential plc
United Kingdom
$609K +$609K +4,034 New
FCFC
425
First Commonwealth Financial Corp
Pennsylvania
$606K +$2.72K +18 +0.5%
15 16
17
18 19