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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 %
SO
476
STRS Ohio
Ohio
$459K -$183K -1,216 -29%
SG Americas Securities
477
SG Americas Securities
New York
$458K -$1.61M -10,695 -78%
AIC
478
Aurora Investment Counsel
Georgia
$457K -$212K -1,402 -32%
RC
479
RBF Capital
California
$453K – – –
HPC
480
HM Payson & Co
Maine
$447K -$679K -4,500 -60%
Fayez Sarofim & Co
481
Fayez Sarofim & Co
Texas
$447K +$55K +365 +14%
LC
482
Lubar & Co
Wisconsin
$444K +$444K +2,940 New
SWP
483
Stratos Wealth Partners
Ohio
$440K +$15.6K +103 +4%
CFG
484
Cooper Financial Group
California
$439K +$2.72K +18 +0.6%
WS
485
Wedbush Securities
California
$435K +$202K +1,341 +87%
FHB
486
First Hawaiian Bank
Hawaii
$432K +$109K +719 +34%
BCM
487
Birmingham Capital Management
Alabama
$430K – – –
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$425K +$10.3K +68 +2%
APP
489
Avantax Planning Partners
Iowa
$423K – – –
FLPIM
490
F.L. Putnam Investment Management
Massachusetts
$421K +$421K +2,792 New
MC
491
Moors & Cabot
Massachusetts
$415K -$30.2K -200 -7%
TCOO
492
Trust Company of Oklahoma
Oklahoma
$412K -$37.7K -250 -8%
TPCW
493
TD Private Client Wealth
New York
$407K -$1.04M -6,918 -72%
IWC
494
Integrated Wealth Concepts
Massachusetts
$406K -$2.72K -18 -0.7%
CL
495
Choreo LLC
Illinois
$406K +$12.1K +80 +3%
OC
496
Oppenheimer & Co
New York
$405K -$34.5K -229 -8%
HAIM
497
Hunter Associates Investment Management
Pennsylvania
$404K -$46.7K -310 -10%
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$403K +$53.4K +354 +15%
CSIC
499
Clifford Swan Investment Counsel
California
$402K +$148K +979 +58%
SC
500
SRB Corp
Massachusetts
$401K +$401K +2,659 New
18 19
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