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Rockwell Automation
ROK

Overview Fund Activity

910 hedge funds and large institutions have $19.8B invested in Rockwell Automation in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 327 increasing their positions, 309 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+7
Holders Change %
+0.78%
% of All Funds
18.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
80
Increased
327
Reduced
309
Closed
65
Calls
$99.6M
Puts
$59.6M
Net Calls
+$40.1M
Net Calls Change
+$17.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$676M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$70.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$176M
4
AC
4
Alleghany Corporation
New York
$49.9M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$56.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$88M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$247M
3
SCM
3
Suvretta Capital Management
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.57B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$133M -$5.63M -25,493 -4%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$132M -$43.5M -197,286 -25%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$132M +$9.55M +42,729 +8%
Ameriprise
29
Ameriprise
Minnesota
$126M -$10.7M -48,613 -8%
Charles Schwab
30
Charles Schwab
California
$123M +$6.49M +29,388 +6%
Swedbank
31
Swedbank
Sweden
$119M – – –
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$117M +$22.4M +101,416 +24%
Franklin Resources
33
Franklin Resources
California
$117M +$2.76M +12,517 +2%
Morgan Stanley
34
Morgan Stanley
New York
$111M +$8.99M +40,732 +9%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$103M +$8.13M +36,834 +9%
Swiss National Bank
36
Swiss National Bank
Switzerland
$99.5M -$1.9M -8,600 -2%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$96.7M +$6.93M +31,401 +8%
APG Asset Management
38
APG Asset Management
Netherlands
$94.4M +$2.35M +12,500 +3%
PPA
39
Parametric Portfolio Associates
Washington
$89.2M +$4.19M +18,977 +5%
Impax Asset Management Group
40
Impax Asset Management Group
United Kingdom
$88.4M +$8.64M +39,156 +11%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$88M -$81.4M -368,781 -48%
ATN
42
AMF Tjänstepension
Sweden
$82.5M +$39.2M +177,817 +91%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$79.1M -$46.8M -211,897 -37%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$74.2M +$527K +2,388 +0.7%
FCM
45
Frontier Capital Management
Massachusetts
$72.8M -$21.9M -99,110 -23%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$70.7M -$2.82M -12,112 -4%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$70.1M +$67.4M +305,462 +2,463%
First Trust Advisors
48
First Trust Advisors
Illinois
$69.8M +$16.3M +73,794 +30%
EAM
49
Eagle Asset Management
Florida
$66.3M +$41.8M +189,141 +171%
SC
50
Saturna Capital
Washington
$66.2M – – –
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