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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 %
CA
701
Clearstead Advisors
Ohio
$23K +$23K +150 New
FCA
702
FinTrust Capital Advisors
South Carolina
$22K -$3.44K -23 -14%
TF
703
TimeScale Financial
Massachusetts
$22K – – –
WTC
704
WhitTier Trust Company
Nevada
$20K – – –
SIC
705
Salem Investment Counselors
North Carolina
$20K – – –
PCA
706
Providence Capital Advisors
North Carolina
$19K -$35.9K -236 -65%
LWA
707
Lenox Wealth Advisors
New York
$19K +$10K +67 +112%
CCM
708
Covington Capital Management
California
$17K -$13.6K -92 -44%
ZB
709
Zions Bancorporation
Utah
$17K -$2.24K -15 -12%
AWM
710
Avior Wealth Management
Nebraska
$17K +$9.61K +65 +130%
FP
711
Financial Perspectives
Minnesota
$16.9K – – –
TC
712
Trust Company
Kansas
$16K – – –
PO
713
Private Ocean
California
$16K +$7.27K +50 +83%
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K -$366K -2,426 -96%
VCS
715
Vaughan & Co Securities
New Jersey
$15.1K – – –
JWA
716
JFS Wealth Advisors
Pennsylvania
$15K – – –
JFGIW
717
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
POIA
718
Pin Oak Investment Advisors
Texas
$15K – – –
CAGAS
719
Capital Advisory Group Advisory Services
Minnesota
$15K +$15K +100 New
MA
720
MCF Advisors
Kentucky
$15K +$15K +100 New
First Manhattan
721
First Manhattan
New York
$13K -$8.03K -55 -38%
CCA
722
Column Capital Advisors
Indiana
$13K +$4.59K +30 +55%
YAL
723
Your Advocates Ltd
Texas
$13K +$13K +88 New
CWM
724
Cedar Wealth Management
California
$12K +$12K +81 New
FGAM
725
Financial Gravity Asset Management
Texas
$11.9K +$11.9K +79 New
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