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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 %
PFBT
751
Parkside Financial Bank & Trust
Missouri
$5K -$4.53K -29 -48%
SFSIG
752
San Francisco Sentry Investment Group
California
$5K -$3.5K -21 -41%
FHA
753
First Horizon Advisors
Tennessee
$5K -$256 -2 -5%
HI
754
Human Investing
Oregon
$5K – – –
LWS
755
Lucia Wealth Services
California
$5K – – –
CAL
756
Capital Advisors Ltd
Ohio
$5K – – –
BAM
757
Bellevue Asset Management
Washington
$5K +$5K +25 New
SWA
758
Sutton Wealth Advisors
Florida
$4.08K – – –
SIM
759
Sonora Investment Management
Arizona
$4K -$1.78K -12 -31%
ARMC
760
American Research & Management Company
Massachusetts
$4K – – –
KTC
761
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WCG
762
Weaver Consulting Group
California
$4K – – –
FCH
763
Freestone Capital Holdings
Washington
$3.49K -$858 -5,683 -20%
ED
764
Exane Derivatives
France
$3.02K – – –
MIFH
765
Migdal Insurance & Financial Holdings
Israel
$3K -$46.5K -279 -94%
PMFA
766
Plante Moran Financial Advisors
Michigan
$3K -$3K -20 -50%
SFS
767
Sowell Financial Services
Arkansas
$3K -$2.25K -15 -43%
WOC
768
West Oak Capital
California
$3K – – –
QCMC
769
Quantum Capital Management (California)
California
$3K – – –
ME
770
McIlrath & Eck
Washington
$3K – – –
SQA
771
Simon Quick Advisors
New Jersey
$3K +$3K +21 New
OAM
772
Optimal Asset Management
California
$2.57K +$964 +6,389 +60%
QAM
773
QCI Asset Management
New York
$2K -$48.8K -317 -96%
MCM
774
MV Capital Management
Maryland
$2K -$11.8K -71 -86%
BWP
775
Baldwin Wealth Partners
Massachusetts
$2K – – –
29 30
31
32 33