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 %
SPIA
526
Steward Partners Investment Advisory
New York
$352K -$7.7K -51 -2%
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$351K – – –
MA
528
MONECO Advisors
Connecticut
$351K +$1.51K +10 +0.4%
SAM
529
Sompo Asset Management
Japan
$344K +$344K +2,280 New
Fiera Capital (Canada)
530
Fiera Capital (Canada)
Quebec, Canada
$341K +$50.6K +335 +17%
EW
531
Evoke Wealth
California
$341K -$26.3K -174 -7%
FAM
532
Formidable Asset Management
Ohio
$339K -$2.27K -15 -0.7%
CG
533
Colony Group
Massachusetts
$335K +$32.4K +215 +11%
MC
534
Middleton & Co
Massachusetts
$334K – – –
Wealthfront Advisers
535
Wealthfront Advisers
California
$332K -$192K -1,274 -37%
SB
536
Simmons Bank
Arkansas
$332K – – –
DP
537
Dearborn Partners
Illinois
$329K -$22.3K -148 -6%
ZCM
538
Ziegler Capital Management
Illinois
$327K +$327K +2,166 New
O
539
Ossiam
France
$321K -$152K -1,003 -32%
BS
540
Boenning & Scattergood
Pennsylvania
$320K – – –
QIM
541
Quest Investment Management
Oregon
$318K – – –
LWM
542
Loveless Wealth Management
Montana
$317K – – –
AIC
543
Ameritas Investment Company
Nebraska
$314K +$1.66K +11 +0.5%
AC
544
Arjuna Capital
North Carolina
$313K -$16.3K -108 -5%
AWM
545
Altium Wealth Management
New York
$310K +$151K +1,004 +95%
HCM
546
Howland Capital Management
Massachusetts
$309K -$30.6K -203 -9%
CCM
547
Cribstone Capital Management
Maine
$308K +$7.1K +47 +2%
AWM
548
AE Wealth Management
Kansas
$303K +$15.4K +102 +5%
NJBEST
549
New Jersey Better Educational Savings Trust
New Jersey
$302K – – –
LBD
550
Landsberg Bennett & Dubbaneh
Florida
$301K – – –
20 21
22
23 24