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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 %
ONB
576
Old National Bancorp
Indiana
$261K -$9.37K -62 -3%
NA
577
NewEdge Advisors
Louisiana
$261K +$19.8K +131 +8%
LOAMS
578
Lombard Odier Asset Management (Switzerland)
Switzerland
$257K +$76.1K +505 +42%
JWM
579
Jupiter Wealth Management
Colorado
$256K -$4.43M -24,226 -95%
Parallax Volatility Advisers
580
Parallax Volatility Advisers
California
$254K +$225K +1,494 +790%
MHIC
581
Marble Harbor Investment Counsel
Massachusetts
$251K – – –
VCA
582
Verdence Capital Advisors
Maryland
$250K -$182K -1,209 -42%
FPCP
583
Fort Point Capital Partners
California
$250K – – –
FAIM
584
Financial Advocates Investment Management
Washington
$249K +$30.6K +203 +14%
BUB
585
BBVA USA Bancshares
Texas
$246K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
586
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$242K +$242K +1,604 New
HCM
587
Hengehold Capital Management
Ohio
$241K – – –
EMG
588
ETF Managers Group
New Jersey
$240K +$24.4K +160 +11%
SWA
589
SFMG Wealth Advisors
Texas
$237K -$5.6K -37 -2%
PA
590
Profund Advisors
Maryland
$235K -$106K -703 -31%
EIG
591
Ellenbecker Investment Group
Wisconsin
$235K – – –
MS
592
Maven Securities
Jersey
$234K +$234K +1,551 New
Kovitz Investment Group Partners
593
Kovitz Investment Group Partners
Illinois
$232K -$11.3K -75 -5%
CCA
594
Cobblestone Capital Advisors
New York
$230K -$17.8K -118 -7%
BP
595
Ballentine Partners
Massachusetts
$230K +$2.27K +15 +1%
CCG
596
Ceeto Capital Group
Florida
$226K – – –
EWM
597
Evercore Wealth Management
New York
$221K +$2.42K +16 +1%
TIA
598
Tiemann Investment Advisors
California
$220K – – –
Pacer Advisors
599
Pacer Advisors
Pennsylvania
$220K +$8.78K +52 +4%
AA
600
ALPS Advisors
Colorado
$219K -$724K -4,791 -77%
22 23
24
25 26