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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 %
BAMF
476
BI Asset Management Fondsmaeglerselskab
Denmark
$729K +$729K +3,421 New
IRF
477
IBM Retirement Fund
New York
$726K +$1.92K +9 +0.3%
ST
478
Smithfield Trust
Pennsylvania
$726K +$17.7K +83 +2%
FMBTD
479
First Midwest Bank Trust Division
Illinois
$724K -$21.3K -100 -3%
Acadian Asset Management
480
Acadian Asset Management
Massachusetts
$721K +$460K +2,160 +176%
SC
481
Savant Capital
Illinois
$720K +$16K +75 +2%
AAS
482
Avantax Advisory Services
Texas
$718K -$17.8K -83 -2%
BCV
483
Banque Cantonale Vaudoise
Switzerland
$717K -$7.88K -37 -1%
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$707K -$43.2K -203 -6%
TC
485
Telemus Capital
Michigan
$707K – – –
RFM
486
Royal Fund Management
Florida
$704K +$213 +1 +0%
ACP
487
Ashfield Capital Partners
California
$698K -$3.62K -17 -0.5%
SFA
488
Sequoia Financial Advisors
Ohio
$696K -$25.4K -119 -4%
VWM
489
Venturi Wealth Management
Texas
$694K +$694K +3,256 New
AWM
490
AE Wealth Management
Kansas
$690K +$262K +1,231 +61%
PTC
491
Private Trust Company
Ohio
$688K +$2.74K +13 +0.4%
NBG
492
Nancy B. Gardiner
$683K -$53.2K -250 -7%
MCM
493
Murphy Capital Management
New Jersey
$683K -$16K -75 -2%
KF
494
Krilogy Financial
Missouri
$682K – – –
RFC
495
Regions Financial Corp
Alabama
$677K -$21.1K -99 -3%
BTW
496
Boston Trust Walden
Massachusetts
$671K -$213K -1,000 -24%
BHC
497
Bowen Hanes & Co
Florida
$671K -$170K -800 -20%
ATC
498
Argent Trust Co
Tennessee
$664K – – –
SA
499
Sicart Associates
New York
$663K -$106K -500 -14%
MIH
500
Meitav Investment House
Israel
$660K -$63.9K -300 -9%
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