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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 %
WP
726
WealthPLAN Partners
Nebraska
$209K +$209K +894 New
KWM
727
Kingsview Wealth Management
Oregon
$209K +$209K +979 New
SW
728
SVB Wealth
Massachusetts
$209K +$209K +979 New
LSAG
729
Lake Street Advisors Group
New Hampshire
$208K +$208K +974 New
Walleye Capital
730
Walleye Capital
New York
$208K +$208K +978 New
SS
731
Simplicity Solutions
Minnesota
$206K +$206K +967 New
BW
732
Bison Wealth
Georgia
$206K +$206K +968 New
S
733
Seeyond
France
$205K -$5.53K -26 -3%
SBSB
734
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K – – –
CNC
735
Citizens & Northern Corp
Pennsylvania
$204K +$204K +960 New
SL
736
Stevard LLC
Illinois
$203K +$203K +952 New
MCM
737
Maple Capital Management
Vermont
$203K +$203K +954 New
MA
738
MANA Advisors
New York
$203K +$203K +954 New
WB
739
West Bancorporation
Iowa
$203K +$203K +954 New
MS
740
Marshall & Sullivan
Washington
$202K +$202K +950 New
EWM
741
Evermay Wealth Management
Virginia
$202K +$202K +950 New
TCOV
742
Trust Company of Vermont
Vermont
$194K – – –
SIAS
743
Shine Investment Advisory Services
Colorado
$181K +$1.7K +8 +0.9%
S
744
SignatureFD
Georgia
$180K -$27.4K -129 -13%
PA
745
Procyon Advisors
Connecticut
$178K +$10.6K +50 +6%
CQS
746
Credential Qtrade Securities
$174K -$15.8K -74 -8%
HI
747
Hudock Inc
Pennsylvania
$173K +$42.8K +201 +33%
FCB
748
First Command Bank
Texas
$167K – – –
FCFS
749
First Command Financial Services
Texas
$167K – – –
EI
750
Ellevest Inc
New York
$165K +$34.4K +161 +26%
28 29
30
31 32