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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 %
FMTC
676
Farmers & Merchants Trust Company
California
$256K +$256K +1,200 New
CGA
677
Crescent Grove Advisors
Illinois
$254K +$254K +1,192 New
CFFP
678
Center for Financial Planning
Michigan
$252K -$2.13K -10 -0.8%
FNBT
679
FineMark National Bank & Trust
Florida
$251K +$251K +1,177 New
PCA
680
Personal Capital Advisors
California
$250K +$250K +1,172 New
WT
681
Whittier Trust
California
$248K – – –
MA
682
Mutual Advisors
Nebraska
$246K +$246K +1,153 New
PA
683
Parallel Advisors
California
$245K -$56.6K -266 -19%
1W
684
1776 Wealth
Georgia
$244K -$308K -1,450 -56%
QSS
685
Quantitative Systematic Strategies
Florida
$242K +$242K +1,136 New
AAP
686
Arax Advisory Partners
Colorado
$240K +$213 +1 +0.1%
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$240K +1,125 New
GAM
688
Gotham Asset Management
New York
$239K -$152K -712 -39%
TAM
689
Tealwood Asset Management
Minnesota
$239K +$239K +1,120 New
WI
690
Wintrust Investments
Illinois
$238K +$238K +1,117 New
UBV
691
United Bank (Virginia)
Virginia
$237K +$237K +1,115 New
RIM
692
Rockbridge Investment Management
New York
$236K +$236K +1,108 New
TRCT
693
Tower Research Capital (TRC)
New York
$235K +$169K +792 +255%
TSS
694
Two Sigma Securities
New York
$234K -$154K -723 -40%
CWM
695
Centric Wealth Management
Illinois
$234K +$234K +1,097 New
PWW
696
Pettyjohn Wood & White
Virginia
$233K +$233K +1,095 New
BPCE
697
Bank Pictet & Cie (Europe)
Germany
$232K +$232K +1,091 New
RCAG
698
Rehmann Capital Advisory Group
Michigan
$231K +$231K +1,085 New
Cerity Partners
699
Cerity Partners
New York
$228K +$228K +1,072 New
CCA
700
Checchi Capital Advisers
California
$226K +$226K +1,061 New
26 27
28
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