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Rockwell Automation
ROK

Overview Fund Activity

756 hedge funds and large institutions have $14.2B invested in Rockwell Automation in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 257 increasing their positions, 274 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-48
Holders Change %
-5.97%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
50
Increased
257
Reduced
274
Closed
92
Calls
$90.2M
Puts
$75.3M
Net Calls
+$14.9M
Net Calls Change
-$29.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.79B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$365M
4
CVA
Ceredex Value Advisors
Florida
$135M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$119M

Top Sellers

1
BlackRock
BlackRock
New York
$1.45B
2
JIM
Jupiter Investment Management
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$166M
4
Ameriprise
Ameriprise
Minnesota
$21M
5
UBS Group
UBS Group
Switzerland
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
751
Advisory Alpha
Michigan
$1.23K +$1.23K +8 New
FANJ
752
Financial Architects (New Jersey)
New Jersey
$1K – – –
FPFS
753
First Personal Financial Services
North Carolina
$1K – – –
GTAM
754
Global Trust Asset Management
Florida
$1K – – –
EI
755
Ellevest Inc
New York
$1K +$1K +4 New
PWP
756
Personal Wealth Partners
Minnesota
$1K +$1K +7 New
JIM
757
Jupiter Investment Management
United Kingdom
– -$94.3M -575,725 Closed
USAA
758
United Services Automobile Association
Texas
– -$38.5M -234,824 Closed
RG
759
Renaissance Group
Kentucky
– -$24.2M -147,720 Closed
PI
760
Putnam Investments
Massachusetts
– -$18.7M -114,406 Closed
BA
761
Bridgewater Associates
Connecticut
– -$13.3M -81,110 Closed
MSE
762
MUFG Securities EMEA
United Kingdom
– -$11.1M -67,868 Closed
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
– -$10M -61,223 Closed
Arrowstreet Capital
764
Arrowstreet Capital
Massachusetts
– -$9.93M -60,600 Closed
SCM
765
Sirios Capital Management
Massachusetts
– -$9.35M -57,093 Closed
D.E. Shaw & Co
766
D.E. Shaw & Co
New York
– -$8.66M -52,833 Closed
Two Sigma Investments
767
Two Sigma Investments
New York
– -$4.94M -30,150 Closed
BHA
768
Beech Hill Advisors
New York
– -$4.94M -30,135 Closed
EP
769
Edgestream Partners
New Jersey
– -$4.41M -26,924 Closed
EGM
770
Engineers Gate Manager
New York
– -$3.3M -20,114 Closed
AWM
771
Avitas Wealth Management
California
– -$2.88M -17,598 Closed
Credit Agricole
772
Credit Agricole
France
– -$2.65M -16,200 Closed
BAM
773
Blueshift Asset Management
New Jersey
– -$2.54M -15,503 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
774
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$2.51M -15,300 Closed
CBOA
775
Commonwealth Bank of Australia
Australia
– -$1.93M -11,824 Closed
29 30
31
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