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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 %
HCM
526
Hutchinson Capital Management
California
$552K +$1.49K +7 +0.3%
HAIM
527
Hunter Associates Investment Management
Pennsylvania
$550K -$21.3K -100 -4%
FIM
528
Frontier Investment Management
Texas
$545K +$639 +3 +0.1%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$542K -$27.5K -129 -5%
JCM
530
Janney Capital Management
Pennsylvania
$539K – – –
SFA
531
Stewardship Financial Advisors
Georgia
$539K – – –
OFG
532
OmniStar Financial Group
North Carolina
$538K +$497K +2,336 +1,223%
RHBC
533
R.H. Bluestein & Co
Michigan
$533K – – –
MIP
534
Marietta Investment Partners
Wisconsin
$523K – – –
CA
535
Cetera Advisors
Colorado
$522K +$1.07K +5 +0.2%
FC
536
FORA Capital
Florida
$517K +$517K +2,427 New
EIM
537
Essex Investment Management
Massachusetts
$516K +$475K +2,231 +1,162%
CSIC
538
Clifford Swan Investment Counsel
California
$513K -$54.3K -255 -10%
MWM
539
MorganRosel Wealth Management
Colorado
$512K +$512K +2,406 New
FAAS
540
First Allied Advisory Services
California
$502K -$55.8K -262 -10%
MA
541
MONECO Advisors
Connecticut
$500K +$4.68K +22 +0.9%
ECG
542
Edge Capital Group
Georgia
$494K -$30K -141 -6%
HI
543
Horizon Investments
North Carolina
$492K +$492K +2,312 New
WC
544
Weil Company
California
$490K +$490K +2,301 New
QI
545
QS Investors
New York
$486K -$2.4M -11,247 -83%
AF
546
Advisornet Financial
Minnesota
$486K +$218K +1,021 +81%
SWP
547
Stratos Wealth Partners
Ohio
$481K -$139K -655 -22%
EW
548
Evoke Wealth
California
$480K -$851 -4 -0.2%
FAM
549
Formidable Asset Management
Ohio
$476K -$19.6K -89 -4%
CAM
550
Claret Asset Management
Quebec, Canada
$475K -$42K -197 -8%
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