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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 %
BWP
776
Baldwin Wealth Partners
Massachusetts
$2K – – –
HIA
777
Harbor Investment Advisory
Maryland
$2K +$2K +11 New
CBT
778
Capital Bank & Trust
California
$2K +$2K +11 New
WFMPM
779
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2K +14 New
MIM
780
Macroview Investment Management
Maryland
$2K +$2K +15 New
AT
781
Arden Trust
Delaware
$2K +$2K +16 New
DWM
782
Darwin Wealth Management
Florida
$2K +$2K +19 New
LFG
783
Larson Financial Group
Missouri
$1K -$3K -15 -75%
GTAM
784
Global Trust Asset Management
Florida
$1K – – –
FANJ
785
Financial Architects (New Jersey)
New Jersey
$1K – – –
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$1K – – –
PW
787
Price Wealth
Texas
$1K +$1K +7 New
CCT
788
Capital City Trust
Florida
$453 – – –
WIM
789
Westside Investment Management
California
$226 +$226 +1,500 New
1832 Asset Management
790
1832 Asset Management
Ontario, Canada
– -$115M -562,800 Closed
Renaissance Technologies
791
Renaissance Technologies
New York
– -$44.3M -218,700 Closed
NC
792
Nicholas Company
Wisconsin
– -$34.6M -170,495 Closed
JFA
793
Johanson Financial Advisors
California
– -$716K -145,012 Closed
Lord, Abbett & Co
794
Lord, Abbett & Co
New Jersey
– -$19.9M -98,111 Closed
CIP
795
Chartwell Investment Partners
Pennsylvania
– -$10.8M -53,479 Closed
OAM
796
Oxford Asset Management
United Kingdom
– -$10.7M -52,725 Closed
Handelsbanken Fonder
797
Handelsbanken Fonder
Sweden
– -$9.88M -48,766 Closed
OAC
798
OMERS Administration Corp
Ontario, Canada
– -$9.04M -44,600 Closed
CC
799
Cipher Capital
New York
– -$9M -44,388 Closed
SCM
800
Sandler Capital Management
New York
– -$8.99M -44,363 Closed
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