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Rockwell Automation
ROK

Overview Fund Activity

903 hedge funds and large institutions have $19.1B invested in Rockwell Automation in 2020 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 253 increasing their positions, 312 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+115
Holders Change %
+14.59%
% of All Funds
18.56%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
186
Increased
253
Reduced
312
Closed
66
Calls
$95.3M
Puts
$72.6M
Net Calls
+$22.8M
Net Calls Change
+$31.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$190M
3
AAMU
Amundi Asset Management US
Massachusetts
+$187M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$122M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$74.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
BlackRock
BlackRock
New York
-$259M
3
Capital World Investors
Capital World Investors
California
-$196M
4
UBS Group
UBS Group
Switzerland
-$122M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAP
426
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.05M – – –
FLPIM
427
F.L. Putnam Investment Management
Massachusetts
$1.04M +$449K +2,109 +76%
PIM
428
Penobscot Investment Management
Massachusetts
$1.04M +$10.7K +50 +1%
WMSA
429
Weiss Multi-Strategy Advisers
New York
$1.04M +$1.04M +4,861 New
AP
430
Advisor Partners
California
$1.03M +$2.13K +10 +0.2%
HKAM
431
Horizon Kinetics Asset Management
New York
$1.02M -$277K -1,300 -21%
CCM
432
Cadence Capital Management
Massachusetts
$1.02M -$718K -3,370 -41%
TI
433
Trexquant Investment
Connecticut
$1.01M -$2.94M -13,811 -75%
Nomura Holdings
434
Nomura Holdings
Japan
$1M +$1M +4,704 New
EOJOAM
435
E. Ohman J:or Asset Management
Sweden
$980K – – –
PRC
436
Pearl River Capital
Michigan
$973K +$964K +4,525 +10,284%
RJT
437
Raymond James Trust
Florida
$972K +$972K +4,565 New
AWA
438
Arete Wealth Advisors
Illinois
$962K +$7.67K +36 +0.8%
WAM
439
Wolverine Asset Management
Illinois
$958K -$2.67M -12,561 -74%
Mackenzie Financial
440
Mackenzie Financial
Ontario, Canada
$954K -$39.5M -185,301 -98%
DT
441
Diversified Trust
Tennessee
$937K +$84.8K +398 +10%
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$933K +$333K +1,566 +56%
HB
443
Homrich & Berg
Georgia
$926K -$118K -556 -11%
SCP
444
Syntal Capital Partners
Texas
$888K -$985K -4,625 -53%
CIP
445
Convergence Investment Partners
Florida
$886K +$886K +4,158 New
FL
446
Fort LP
Maryland
$885K -$1.99M -9,352 -69%
RIM
447
Rampart Investment Management
Connecticut
$878K +$697K +3,275 +386%
FUBT
448
First United Bank & Trust
Maryland
$875K +$875K +4,108 New
NRS
449
Neville Rodie & Shaw
New York
$873K – – –
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$861K +$48.1K +226 +6%
16 17
18
19 20