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.

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 %
MC
501
Moors & Cabot
Massachusetts
$657K +$71.3K +335 +12%
AC
502
Athanor Capital
New York
$652K +$652K +3,062 New
IWC
503
Integrated Wealth Concepts
Massachusetts
$647K +$73.5K +345 +13%
WS
504
Wedbush Securities
California
$641K +$26.6K +125 +4%
CCT
505
Capital City Trust
Florida
$639K – – –
RC
506
RBF Capital
California
$639K – – –
PG
507
Pendal Group
Australia
$637K -$825K -3,871 -56%
Fayez Sarofim & Co
508
Fayez Sarofim & Co
Texas
$632K – – –
HAG
509
HighPoint Advisor Group
Illinois
$608K +$49.1K +233 +9%
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$607K -$139K -654 -19%
BCM
511
Birmingham Capital Management
Alabama
$607K – – –
IMRF
512
Illinois Municipal Retirement Fund
Illinois
$599K -$1.49M -7,018 -71%
APP
513
Avantax Planning Partners
Iowa
$596K – – –
WT
514
Washington Trust
Rhode Island
$588K +$41.8K +200 +8%
SRAM
515
Spouting Rock Asset Management
Pennsylvania
$585K +$585K +2,747 New
AIM
516
Aspen Investment Management
Michigan
$583K +$583K +2,737 New
HT
517
Heritage Trust
Oklahoma
$581K +$581K +2,728 New
MIA
518
MainStreet Investment Advisors
Illinois
$579K -$75.5K -355 -12%
WAM
519
World Asset Management
Michigan
$578K -$370K -1,738 -39%
QT
520
Quantamental Technologies
New York
$575K +$575K +2,700 New
TPCW
521
TD Private Client Wealth
New York
$572K -$2.98K -14 -0.5%
AssetMark Inc
522
AssetMark Inc
California
$563K +$7.66K +36 +1%
IC
523
Inscription Capital
Texas
$561K – – –
GSWM
524
Golden State Wealth Management
California
$558K +$3.84K +18 +0.7%
AIA
525
Avalon Investment & Advisory
Texas
$553K -$115K -538 -17%
19 20
21
22 23