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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 %
HPC
626
HM Payson & Co
Maine
$322K -$309K -1,450 -49%
LW
627
Linscomb Wealth
Texas
$321K -$925K -4,349 -74%
Verition Fund Management
628
Verition Fund Management
Connecticut
$321K +$321K +1,508 New
CCG
629
Ceeto Capital Group
Florida
$320K – – –
BP
630
Ballentine Partners
Massachusetts
$319K -$4.89K -23 -2%
BUB
631
BBVA USA Bancshares
Texas
$312K -$36K -169 -10%
JWM
632
Jupiter Wealth Management
Colorado
$311K – – –
TIA
633
Tiemann Investment Advisors
California
$310K – – –
VAM
634
Verity Asset Management
North Carolina
$307K +$307K +1,442 New
AWM
635
Altium Wealth Management
New York
$305K -$133K -625 -30%
MCM
636
Mainstay Capital Management
Michigan
$305K +$1.49K +7 +0.5%
IIC
637
Ironwood Investment Counsel
Arizona
$301K -$1.06K -5 -0.4%
CCM
638
Cox Capital Management
Massachusetts
$298K – – –
CI
639
CX Institutional
Indiana
$298K +$30.4K +143 +11%
CAM
640
Costello Asset Management
Pennsylvania
$298K +$298K +1,400 New
ICM
641
Ionic Capital Management
New York
$297K +$297K +1,395 New
MWA
642
Meridian Wealth Advisors
Texas
$295K -$12.4K -58 -4%
ET
643
Equitable Trust
Tennessee
$295K – – –
FP
644
Foundry Partners
Minnesota
$292K – – –
HFM
645
Harvest Fund Management
China
$290K +$70.8K +337 +32%
CAM
646
Cresset Asset Management
Illinois
$289K +$2.77K +13 +1%
EOCM
647
Energy Opportunities Capital Management
Texas
$289K +$289K +1,355 New
RPC
648
Rossmore Private Capital
Connecticut
$288K +$288K +1,352 New
QI
649
Qtron Investments
Massachusetts
$287K +$287K +1,347 New
Bessemer Group
650
Bessemer Group
New Jersey
$285K – – –
24 25
26
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