ROK icon

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
$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$314M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$213M
4
American Century Companies
American Century Companies
Missouri
$135M
5
Boston Partners
Boston Partners
Massachusetts
$79.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
UBS Group
UBS Group
Switzerland
$565M
3
Two Sigma Investments
Two Sigma Investments
New York
$589K
4
Franklin Resources
Franklin Resources
California
$78.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$113M -$2.59M -17,162 -2%
Swedbank
27
Swedbank
Sweden
$105M -$32.8M -217,671 -24%
UBS AM
28
UBS AM
Illinois
$102M +$4.38M +29,005 +4%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$93.9M +$3.31M +21,959 +4%
Boston Partners
30
Boston Partners
Massachusetts
$79.2M +$79.2M +525,005 New
Franklin Resources
31
Franklin Resources
California
$78.7M -$51.3M -339,754 -39%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$78.6M +$1.96M +13,010 +3%
AllianceBernstein
33
AllianceBernstein
Tennessee
$77.9M +$7.54M +49,965 +11%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$68.6M +$84.2K +558 +0.1%
FCM
35
Frontier Capital Management
Massachusetts
$68.4M -$127K -844 -0.2%
APG Asset Management
36
APG Asset Management
Netherlands
$68.1M +$2.17M +14,400 +3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$67.7M +$12M +79,600 +22%
Impax Asset Management Group
38
Impax Asset Management Group
United Kingdom
$65.6M +$30M +198,571 +84%
CVA
39
Ceredex Value Advisors
Florida
$62.3M +$45.6M +302,091 +273%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$61.5M +$3.76M +24,920 +7%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$59.1M +$420K +2,786 +0.7%
ClearBridge Investments
42
ClearBridge Investments
New York
$59.1M -$585K -3,876 -1%
Invesco
43
Invesco
Georgia
$58.5M -$10.4M -69,108 -15%
PPA
44
Parametric Portfolio Associates
Washington
$54M +$7.89M +52,305 +17%
Ameriprise
45
Ameriprise
Minnesota
$53.3M +$8.57M +56,804 +19%
SC
46
Saturna Capital
Washington
$50.8M – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$49.5M +$3.9M +26,081 +9%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$46.1M +$15.4M +102,043 +50%
Primecap Management
49
Primecap Management
California
$45.7M -$735K -4,870 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$44.4M +$5.37M +35,559 +14%
1
2
3 4 5