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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 %
HA
651
Harfst & Associates
Wyoming
$283K -$859K -4,040 -75%
AF
652
Allworth Financial
California
$283K – – –
OR
653
Olympiad Research
Connecticut
$280K -$98.2K -461 -26%
AA
654
ALPS Advisors
Colorado
$278K -$30.7K -144 -10%
GC
655
Grimes & Company
Massachusetts
$278K +$278K +1,304 New
CDH
656
Charles D. Hyman
$278K +$278K +1,304 New
CI Investments Inc
657
CI Investments Inc
Ontario, Canada
$277K -$8.46M -39,700 -97%
FMLI
658
Fukoku Mutual Life Insurance
Japan
$277K – – –
VAS
659
Vestmark Advisory Solutions
Massachusetts
$276K +$276K +1,298 New
AA
660
Argent Advisors
Louisiana
$276K +$276K +1,300 New
CMBA
661
C.M. Bidwell & Associates
Hawaii
$271K +$271K +1,274 New
VPIM
662
Vanguard Personalized Indexing Management
California
$268K +$268K +1,257 New
APW
663
Aurora Private Wealth
New Jersey
$266K -$267K -1,253 -50%
FFN
664
Focus Financial Network
Minnesota
$265K +$265K +1,246 New
RE
665
RBC Europe
United Kingdom
$265K -$12.8K -60 -5%
D.E. Shaw & Co
666
D.E. Shaw & Co
New York
$265K -$1.67M -7,843 -86%
FIM
667
Freedom Investment Management
Connecticut
$265K -$45.1K -212 -15%
ABC
668
Associated Banc-Corp
Wisconsin
$264K +$264K +1,236 New
BCA
669
Bay Colony Advisors
Massachusetts
$261K +$261K +1,225 New
SAM
670
Steinberg Asset Management
New York
$260K +$260K +1,223 New
HDIM
671
Hanson & Doremus Investment Management
Vermont
$259K – – –
TCPWM
672
Traverso Chambers Private Wealth Management
California
$258K +$258K +1,213 New
CAN
673
Claraphi Advisory Network
United States
$257K -$19K -89 -7%
HC
674
Hendley & Co
Ohio
$256K -$160K -750 -38%
WB
675
Webster Bank
Connecticut
$256K – – –
25 26
27
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