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 %
MWA
601
Meridian Wealth Advisors
Texas
$218K -$58.5K -387 -21%
CG
602
Caprock Group
Idaho
$218K -$8.61K -57 -4%
MCM
603
Mainstay Capital Management
Michigan
$215K +$1.36K +9 +0.6%
IIC
604
Ironwood Investment Counsel
Arizona
$214K +$214K +1,420 New
PA
605
Parallel Advisors
California
$213K +$41.6K +277 +24%
ET
606
Equitable Trust
Tennessee
$209K – – –
FP
607
Foundry Partners
Minnesota
$207K – – –
CAM
608
Cresset Asset Management
Illinois
$203K +$203K +1,343 New
Bessemer Group
609
Bessemer Group
New Jersey
$202K +$23.4K +155 +13%
AF
610
Allworth Financial
California
$201K – – –
RE
611
RBC Europe
United Kingdom
$197K +$9.06K +60 +5%
FMLI
612
Fukoku Mutual Life Insurance
Japan
$196K – – –
CAN
613
Claraphi Advisory Network
United States
$196K +$196K +1,296 New
CI
614
CX Institutional
Indiana
$190K +$302 +2 +0.2%
AF
615
Advisornet Financial
Minnesota
$190K +$27.3K +181 +17%
Acadian Asset Management
616
Acadian Asset Management
Massachusetts
$184K -$289K -1,923 -61%
HDIM
617
Hanson & Doremus Investment Management
Vermont
$184K -$8.47K -56 -4%
WB
618
Webster Bank
Connecticut
$181K – – –
CFFP
619
Center for Financial Planning
Michigan
$180K -$265K -1,754 -60%
WT
620
Whittier Trust
California
$176K – – –
LS
621
Livforsakringsbolaget Skandia
Sweden
$171K – – –
AAP
622
Arax Advisory Partners
Colorado
$170K – – –
PHK
623
Point72 Hong Kong
Hong Kong
$165K +$103K +682 +165%
HFM
624
Harvest Fund Management
China
$156K +$44.4K +297 +40%
KFS
625
Kelly Financial Services
Massachusetts
$154K – – –
23 24
25
26 27