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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 %
CCG
576
Chatham Capital Group
Georgia
$417K – – –
NSIM
577
North Star Investment Management
Illinois
$412K – – –
WA
578
WESPAC Advisors
California
$410K +$410K +1,923 New
Fiera Capital (Canada)
579
Fiera Capital (Canada)
Quebec, Canada
$409K -$71.3K -335 -15%
TNB
580
TCF National Bank
South Dakota
$409K +$4.91K +30 +1%
CIA
581
Choate Investment Advisors
Massachusetts
$403K – – –
AIP
582
Ameritas Investment Partners
Nebraska
$402K – – –
SWM
583
Selective Wealth Management
Virginia
$399K +$399K +1,872 New
ARMT
584
Amica Retiree Medical Trust
Rhode Island
$398K – – –
BWM
585
Baystate Wealth Management
Massachusetts
$394K – – –
DTL
586
Dynamic Technology Lab
Singapore
$392K +$392K +1,840 New
OC
587
Oarsman Capital
Wisconsin
$391K – – –
BCIM
588
Bishop & Co Investment Management
Pennsylvania
$391K – – –
SCA
589
Stonebridge Capital Advisors
Minnesota
$387K – – –
DWT
590
Dorsey & Whitney Trust
South Dakota
$385K +$385K +1,810 New
EFL
591
ERn Financial LLC
Wisconsin
$384K – – –
CI
592
Conning Inc
Connecticut
$382K -$14.1K -66 -4%
CIA
593
Capital Investment Advisors
Georgia
$381K +$2.13K +10 +0.6%
SP
594
Symmetry Partners
Connecticut
$381K +$381K +1,787 New
CCP
595
Corient Capital Partners
California
$381K +$381K +1,788 New
KFA
596
Krane Funds Advisors
New York
$380K +$380K +1,785 New
EBT
597
Enterprise Bank & Trust
Massachusetts
$377K – – –
EI
598
Ethic Inc
New York
$377K +$377K +1,770 New
CG
599
Caprock Group
Idaho
$372K +$64.4K +302 +21%
CCM
600
Cribstone Capital Management
Maine
$368K -$66.4K -312 -15%
22 23
24
25 26