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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 %
JCM
751
Jacobi Capital Management
Pennsylvania
$164K – – –
KBFS
752
Kohmann Bosshard Financial Services
Ohio
$161K -$214 -1 -0.1%
VanEck Associates
753
VanEck Associates
New York
$160K -$1.44M -6,735 -90%
HBT
754
Hills Bank & Trust
Iowa
$153K +$153K +717 New
CB
755
Community Bank
New York
$144K – – –
Parallax Volatility Advisers
756
Parallax Volatility Advisers
California
$143K -$215K -1,011 -60%
CTC
757
Central Trust Company
Missouri
$140K – – –
RWA
758
Ropes Wealth Advisors
Massachusetts
$138K – – –
HIIFS
759
Harel Insurance Investments & Financial Services
Israel
$138K +$53.7K +252 +64%
1IA
760
1834 Investment Advisors
Wisconsin
$135K – – –
AA
761
AlphaMark Advisors
Kentucky
$135K +$214 +1 +0.2%
SC
762
Steph & Co
Wisconsin
$130K -$21.2K -100 -14%
C
763
Cerebellum
California
$130K +$130K +661 New
CFA
764
Carroll Financial Associates
North Carolina
$126K +$62.6K +296 +99%
CIA
765
CSat Investment Advisory
Michigan
$122K – – –
MCM
766
Manchester Capital Management
Vermont
$117K – – –
CAW
767
Cornerstone Advisors (Washington)
Washington
$112K +$10.2K +48 +10%
HFS
768
Hantz Financial Services
Michigan
$111K -$9.16K -43 -8%
PCM
769
Prelude Capital Management
New York
$108K +$108K +508 New
RDWM
770
Red Door Wealth Management
Tennessee
$106K -$9.54K -45 -8%
BAM
771
Belpointe Asset Management
Nevada
$101K +$101K +472 New
EWM
772
Edge Wealth Management
New York
$96K – – –
HFA
773
Hoover Financial Advisors
Pennsylvania
$95K +$95K +448 New
MA
774
Modus Advisors
Minnesota
$92K +$92K +434 New
OPS
775
Orion Portfolio Solutions
Nebraska
$88K +$34.4K +162 +64%
29 30
31
32 33