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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 %
BFEC
426
Benjamin F. Edwards & Company
Missouri
$604K -$43.4K -288 -7%
OPPTF
427
OPSEU Pension Plan Trust Fund
Ontario, Canada
$604K +$604K +4,244 New
1SB
428
1ST Source Bank
Indiana
$603K – – –
DT
429
Diversified Trust
Tennessee
$603K +$12.4K +82 +2%
WANY
430
Wealthspire Advisors (New York)
New York
$597K +$597K +3,955 New
BHC
431
Bowen Hanes & Co
Florida
$596K – – –
WEC
432
Winslow Evans & Crocker
Massachusetts
$596K – – –
JAM
433
Jupiter Asset Management
United Kingdom
$590K +$92.8K +617 +19%
Two Sigma Investments
434
Two Sigma Investments
New York
$589K -$58.7M -388,527 -99%
GRP
435
Global Retirement Partners
California
$586K +$24.6K +163 +4%
CFB
436
Cullen/Frost Bankers
Texas
$583K +$7.54K +50 +1%
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$576K -$146K -966 -20%
LIA
438
LS Investment Advisors
Michigan
$561K -$82.1K -544 -13%
MWM
439
Minot Wealth Management
Massachusetts
$548K -$1.19M -7,859 -68%
BHWM
440
Bar Harbor Wealth Management
New Hampshire
$546K -$150K -994 -22%
SA
441
Sicart Associates
New York
$546K -$90.6K -600 -14%
EMB
442
Elefante Mark B
$542K +$22.6K +150 +4%
WAM
443
Wealthspire Advisors (Maryland)
Maryland
$532K -$70.2K -465 -12%
LWP
444
Legacy Wealth Partners
California
$532K – – –
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$529K +$116K +766 +28%
PP
446
Paloma Partners
Connecticut
$528K -$2.53M -16,783 -83%
FMBTD
447
First Midwest Bank Trust Division
Illinois
$528K +$131K +870 +33%
FMT
448
First Mercantile Trust
Tennessee
$525K -$113K -748 -18%
NBG
449
Nancy B. Gardiner
$522K +$52K +345 +11%
AAS
450
Avantax Advisory Services
Texas
$520K +$26.2K +173 +5%
16 17
18
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