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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 %
VI
601
Versor Investments
New York
$364K +$364K +1,709 New
GT
602
Greenleaf Trust
Michigan
$360K +$360K +1,688 New
ONB
603
Old National Bancorp
Indiana
$357K -$10.6K -50 -3%
MHIC
604
Marble Harbor Investment Counsel
Massachusetts
$355K – – –
FPCP
605
Fort Point Capital Partners
California
$353K – – –
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$351K – – –
CIM
607
Contravisory Investment Management
Massachusetts
$348K +$348K +1,628 New
JT
608
Jump Trading
Illinois
$348K +$348K +1,632 New
CAG
609
Csenge Advisory Group
Florida
$346K -$33.2K -156 -9%
BA
610
Bridgewater Associates
Connecticut
$344K +$344K +1,617 New
FAIM
611
Financial Advocates Investment Management
Washington
$342K -$8.72K -41 -2%
HCM
612
Hengehold Capital Management
Ohio
$341K – – –
PA
613
Profund Advisors
Maryland
$341K +$8.94K +42 +3%
RC
614
RegentAtlantic Capital
New Jersey
$339K +$339K +1,593 New
EIG
615
Ellenbecker Investment Group
Wisconsin
$335K +$2.56K +12 +0.8%
EMG
616
ETF Managers Group
New Jersey
$333K +$3.96K +19 +1%
EWM
617
Evercore Wealth Management
New York
$332K +$20.7K +97 +7%
SWA
618
SFMG Wealth Advisors
Texas
$330K -$3.4K -16 -1%
Cetera Investment Advisers
619
Cetera Investment Advisers
Illinois
$329K -$44.4K -208 -12%
EWA
620
EP Wealth Advisors
California
$327K -$280K -1,859 Closed
LS
621
Livforsakringsbolaget Skandia
Sweden
$327K +$85.3K +400 +35%
SPIA
622
Steward Partners Investment Advisory
New York
$326K -$170K -801 -34%
CCA
623
Cobblestone Capital Advisors
New York
$325K – – –
MYAM
624
Meiji Yasuda Asset Management
Japan
$324K +$324K +1,520 New
AGM
625
Alpine Global Management
New York
$323K +$323K +1,518 New
23 24
25
26 27