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 %
AC
551
Addison Capital
Pennsylvania
$300K -$19.8K -131 -6%
CCG
552
Chatham Capital Group
Georgia
$296K – – –
FIM
553
Freedom Investment Management
Connecticut
$296K +$296K +1,458 New
HC
554
Hendley & Co
Ohio
$294K -$7.54K -50 -3%
CA
555
Commerzbank Aktiengesellschaft
Germany
$292K -$753K -4,988 -72%
NSIM
556
North Star Investment Management
Illinois
$292K – – –
IC
557
IEQ Capital
California
$290K +$30.1K +200 +12%
JIM
558
Jupiter Investment Management
United Kingdom
$287K -$1.2M -7,971 -81%
CIA
559
Choate Investment Advisors
Massachusetts
$286K – – –
AIP
560
Ameritas Investment Partners
Nebraska
$284K -$13K -86 -4%
CCM
561
Cox Capital Management
Massachusetts
$284K – – –
ARMT
562
Amica Retiree Medical Trust
Rhode Island
$282K +$96.3K +638 +52%
CI
563
Conning Inc
Connecticut
$280K -$16K -106 -5%
EWA
564
EP Wealth Advisors
California
$280K -$5.57K -37 -2%
BWM
565
Baystate Wealth Management
Massachusetts
$279K – – –
GAM
566
Gotham Asset Management
New York
$277K -$6.84M -45,251 -96%
OC
567
Oarsman Capital
Wisconsin
$277K – – –
TSS
568
Two Sigma Securities
New York
$275K -$22.7K -150 -8%
SCA
569
Stonebridge Capital Advisors
Minnesota
$275K – – –
EFL
570
ERn Financial LLC
Wisconsin
$272K -$25K -166 -8%
CAG
571
Csenge Advisory Group
Florida
$269K -$167K -1,108 -38%
CIA
572
Capital Investment Advisors
Georgia
$268K – – –
OR
573
Olympiad Research
Connecticut
$268K +$65K +431 +32%
EBT
574
Enterprise Bank & Trust
Massachusetts
$267K – – –
Cetera Investment Advisers
575
Cetera Investment Advisers
Illinois
$264K +$264K +1,751 New
21 22
23
24 25