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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 %
MC
551
Middleton & Co
Massachusetts
$471K – – –
DP
552
Dearborn Partners
Illinois
$467K +$3.19K +15 +0.7%
BSW
553
Buckingham Strategic Wealth
Missouri
$465K -$56.7K -266 -11%
ZCM
554
Ziegler Capital Management
Illinois
$463K +$1.7K +8 +0.4%
PAG
555
Private Advisory Group
Washington
$459K +$459K +2,154 New
CG
556
Colony Group
Massachusetts
$458K -$14.5K -68 -3%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$456K -$316K -1,481 -41%
WOSD
558
WFA of San Diego
California
$456K +$456K +2,260 New
QIM
559
Quest Investment Management
Oregon
$449K – – –
LWM
560
Loveless Wealth Management
Montana
$447K – – –
WWM
561
WJ Wealth Management
Arizona
$444K +$444K +2,080 New
AIC
562
Ameritas Investment Company
Nebraska
$443K -$213 -1 -0%
MAFM
563
Mid Atlantic Financial Management
Pennsylvania
$439K -$241K -1,132 -35%
ACM
564
AlphaCrest Capital Management
New York
$437K -$263K -1,235 -38%
HCM
565
Howland Capital Management
Massachusetts
$437K – – –
EGM
566
Engineers Gate Manager
New York
$436K -$2.36M -11,067 -84%
UCFA
567
United Capital Financial Advisors
Texas
$433K -$251K -1,177 -37%
AC
568
Arjuna Capital
North Carolina
$433K -$8.51K -40 -2%
CM
569
Castleark Management
Illinois
$432K +$432K +2,030 New
BS
570
Boenning & Scattergood
Pennsylvania
$431K -$21.3K -100 -5%
NJBEST
571
New Jersey Better Educational Savings Trust
New Jersey
$426K – – –
AC
572
Addison Capital
Pennsylvania
$423K – – –
FMT
573
First Mercantile Trust
Tennessee
$420K -$321K -1,508 -43%
LBD
574
Landsberg Bennett & Dubbaneh
Florida
$419K – – –
TFS
575
TrustCore Financial Services
Tennessee
$418K -$100K -471 -19%
21 22
23
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