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
+$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 %
ETC
501
Exchange Traded Concepts
Oklahoma
$398K -$754 -5 -0.2%
IC
502
Inscription Capital
Texas
$397K – – –
FAAS
503
First Allied Advisory Services
California
$395K -$19.9K -132 -5%
WT
504
Washington Trust
Rhode Island
$395K +$395K +2,616 New
AssetMark Inc
505
AssetMark Inc
California
$394K -$15.6K -103 -4%
GSWM
506
Golden State Wealth Management
California
$392K +$392K +2,600 New
HCM
507
Hutchinson Capital Management
California
$391K +$8.01K +53 +2%
FIM
508
Frontier Investment Management
Texas
$386K +$604 +4 +0.2%
JCM
509
Janney Capital Management
Pennsylvania
$382K -$121K -800 -24%
SFA
510
Stewardship Financial Advisors
Georgia
$382K – – –
CHP
511
Cable Hill Partners
Oregon
$379K – – –
RHBC
512
R.H. Bluestein & Co
Michigan
$377K +$75.4K +500 +25%
APW
513
Aurora Private Wealth
New Jersey
$377K +$166K +1,102 +79%
ALAM
514
Asahi Life Asset Management
Japan
$376K +$376K +2,490 New
TNB
515
TCF National Bank
South Dakota
$373K -$3.78K -25 -1%
VI
516
Vestcor Inc
New Brunswick, Canada
$373K +$71K +471 +24%
BCIM
517
Bishop & Co Investment Management
Pennsylvania
$372K – – –
ECG
518
Edge Capital Group
Georgia
$371K – – –
MIP
519
Marietta Investment Partners
Wisconsin
$371K – – –
BSW
520
Buckingham Strategic Wealth
Missouri
$370K +$38.2K +253 +12%
CA
521
Cetera Advisors
Colorado
$369K +$1.51K +10 +0.4%
TFS
522
TrustCore Financial Services
Tennessee
$367K +$70.2K +465 +24%
CAM
523
Claret Asset Management
Quebec, Canada
$366K -$2.26K -15 -0.6%
MML Investors Services
524
MML Investors Services
Massachusetts
$363K +$63.3K +420 +21%
SIM
525
Spark Investment Management
New York
$362K -$2.88M -19,100 -89%
19 20
21
22 23