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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 %
GG
701
Gofen & Glossberg
Illinois
$226K +$226K +1,063 New
P
702
Pitcairn
Pennsylvania
$223K +$223K +1,044 New
B
703
Bailard
California
$223K +$223K +1,046 New
SWA
704
Stratos Wealth Advisors
Ohio
$221K +$221K +1,037 New
TM
705
Titan Managers
Arizona
$221K +$221K +1,038 New
VWM
706
Valley Wealth Managers
New Jersey
$219K +$219K +1,025 New
DAS
707
Dynamic Advisor Solutions
Arizona
$219K +$219K +1,029 New
PWMAG
708
Pinnacle Wealth Management Advisory Group
New Jersey
$219K +$219K +1,030 New
KFS
709
Kelly Financial Services
Massachusetts
$217K – – –
MCM
710
MAI Capital Management
Ohio
$216K +$216K +1,012 New
CW
711
CreativeOne Wealth
Kansas
$216K +$216K +1,015 New
CIAS
712
Capital Investment Advisory Services
North Carolina
$215K +$215K +1,010 New
RIA
713
Regal Investment Advisors
Michigan
$214K +$214K +1,006 New
ECM
714
Estabrook Capital Management
New York
$213K – – –
SCI
715
S&CO Inc
Massachusetts
$213K +$213K +1,000 New
FFS
716
Founders Financial Securities
Maryland
$213K +$213K +1,000 New
PCM
717
Parsons Capital Management
Rhode Island
$213K +$213K +1,000 New
IIM
718
Ipswich Investment Management
Massachusetts
$213K +$213K +1,000 New
WSC
719
Wellington Shields & Co
New York
$213K +$213K +1,000 New
CSA
720
Cottage Street Advisors
Massachusetts
$213K +$213K +1,000 New
9WM
721
9258 Wealth Management
Ohio
$213K +$213K +1,000 New
NB
722
Nicolet Bankshares
Wisconsin
$213K +$213K +1,000 New
CGL
723
Clarius Group LLC
Washington
$212K +$212K +995 New
GI
724
Gradient Investments
Minnesota
$210K -$2.35K -11 -1%
IG
725
ING Group
Netherlands
$209K -$2.89M -13,540 -93%
27 28
29
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