ROK icon

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.

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
1
Fidelity Investments
Massachusetts
$307M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$630M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$355M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.54B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$74.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$164M
2
BlackRock
2
BlackRock
New York
$1.76B
3
Capital World Investors
3
Capital World Investors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$676M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$134M +$1.03M +4,846 +0.8%
Ameriprise
27
Ameriprise
Minnesota
$132M +$57.2M +268,511 +76%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$121M +$10.5M +49,409 +9%
Franklin Resources
29
Franklin Resources
California
$117M -$1.11M -4,918 -0.9%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$116M -$113M -531,542 -49%
Swedbank
31
Swedbank
Sweden
$115M -$33.6M -157,917 -23%
Charles Schwab
32
Charles Schwab
California
$113M -$98.1M -460,359 -47%
Invesco
33
Invesco
Georgia
$111M +$28.5M +133,945 +35%
AllianceBernstein
34
AllianceBernstein
Tennessee
$106M -$3.7M -17,352 -3%
Morgan Stanley
35
Morgan Stanley
New York
$98.7M +$47.6M +223,347 +93%
Swiss National Bank
36
Swiss National Bank
Switzerland
$97.9M +$2.34M +11,000 +2%
APG Asset Management
37
APG Asset Management
Netherlands
$92.8M +$7.25M +38,219 +8%
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$91.5M -$5.32M -24,972 -5%
FCM
39
Frontier Capital Management
Massachusetts
$91.4M -$5.17M -24,254 -5%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$91.2M +$4.37M +20,509 +5%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$86.6M +$21.6M +101,375 +33%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$83.1M +$42M +200,389 +102%
PPA
43
Parametric Portfolio Associates
Washington
$82.1M +$5.81M +27,280 +8%
Impax Asset Management Group
44
Impax Asset Management Group
United Kingdom
$77M -$15.6M -73,189 -17%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$74.6M +$74.6M +350,457 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$71.1M +$54.9M +257,882 +339%
SCM
47
Suvretta Capital Management
New York
$67.1M +$67.1M +314,810 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$66.8M -$3.05M -14,407 -4%
Primecap Management
49
Primecap Management
California
$64.3M -$264K -1,240 -0.4%
SC
50
Saturna Capital
Washington
$63.9M – – –
1
2
3 4 5