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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 %
EI
651
Ellevest Inc
New York
$92K +$16.8K +112 +22%
CIA
652
CSat Investment Advisory
Michigan
$87K +$26.9K +177 +45%
HFS
653
Hantz Financial Services
Michigan
$85K +$85K +564 New
MCM
654
Manchester Capital Management
Vermont
$83K – – –
RDWM
655
Red Door Wealth Management
Tennessee
$82K +$82K +545 New
CAW
656
Cornerstone Advisors (Washington)
Washington
$72K +$31.8K +212 +79%
EWM
657
Edge Wealth Management
New York
$67K – – –
VRM
658
Vectors Research Management
New York
$60K – – –
HIIFS
659
Harel Insurance Investments & Financial Services
Israel
$60K +$60K +396 New
LPWM
660
Lake Point Wealth Management
Texas
$55K -$7.36K -49 -12%
BL
661
Balentine LLC
Georgia
$49K -$36.8K -242 -43%
GWM
662
Geneos Wealth Management
Colorado
$49K -$13.1K -87 -21%
APA
663
American Portfolios Advisors
New York
$47.3K -$68.2K -451 -59%
TRCT
664
Tower Research Capital (TRC)
New York
$47K -$76.3K -503 -62%
BBHC
665
Brown Brothers Harriman & Co
New York
$46K -$238K -1,571 -84%
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$7.46K -49 -14%
KPW
667
Kore Private Wealth
New York
$46K +$32.6K +216 +243%
TWA
668
TCI Wealth Advisors
Arizona
$45K -$2.28K -15 -5%
CFA
669
Carroll Financial Associates
North Carolina
$45K – – –
Marshall Wace
670
Marshall Wace
United Kingdom
$45K +$45K +296 New
VFA
671
Valeo Financial Advisors
Indiana
$44K -$316K -1,888 -88%
VCM
672
Versant Capital Management
Arizona
$41K – – –
VNA
673
Valley National Advisers
Pennsylvania
$40K – – –
AIM
674
AIA Investment Management
Singapore
$40K – – –
LWA
675
Lowe Wealth Advisors
Maryland
$38K – – –
25 26
27
28 29