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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 %
GAM
726
Gemmer Asset Management
California
$11K – – –
SWM
727
Sugarloaf Wealth Management
Georgia
$11K – – –
EARNEST Partners
728
EARNEST Partners
Georgia
$11K – – –
TFO
729
Tarbox Family Office
California
$11K +$2.61K +18 +31%
WLPWM
730
Walled Lake Planning & Wealth Management
Illinois
$11K +$11K +76 New
WPA
731
West Paces Advisors
Georgia
$10.3K -$2.11K -14 -17%
Loomis, Sayles & Company
732
Loomis, Sayles & Company
Massachusetts
$10K -$363K -2,434 -97%
LC
733
Lindbrook Capital
California
$10K -$27.1K -171 -73%
TAIM
734
TD Ameritrade Investment Management
Nebraska
$10K -$11.6K -74 -54%
SLF
735
Sun Life Financial
Ontario, Canada
$10K -$147 -1 -1%
H
736
Hexavest
Quebec, Canada
$10K – – –
AS
737
Altshuler Shaham
Israel
$10K +$6.62K +45 +196%
AWA
738
Arkadios Wealth Advisors
Georgia
$9.25K – – –
Simplex Trading
739
Simplex Trading
Illinois
$9K +$9K +60 New
SL
740
Savior LLC
Massachusetts
$8K -$429 -3 -5%
TFGT
741
TS Financial Group (TSFG)
Illinois
$8K – – –
OC
742
Oakworth Capital
Alabama
$8K – – –
PFSC
743
Peoples Financial Services Corp
Pennsylvania
$8K – – –
PRC
744
Pearl River Capital
Michigan
$7K -$566K -3,559 -99%
PB
745
Pinnacle Bancorp
Nebraska
$7K – – –
BWA
746
BDO Wealth Advisors
Florida
$7K +$7K +45 New
PCG
747
Private Capital Group
Connecticut
$6K – – –
IA
748
IndexIQ Advisors
New York
$6K – – –
MWM
749
MBE Wealth Management
Wisconsin
$6K +$6K +45 New
TPWA
750
TRUE Private Wealth Advisors
Oregon
$5K -$116K -815 -96%
28 29
30
31 32