ROK icon

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 %
VRM
776
Vectors Research Management
New York
$85K – – –
BBHC
777
Brown Brothers Harriman & Co
New York
$85K +$20.2K +95 +31%
IA
778
IndexIQ Advisors
New York
$73K +$64.5K +302 +755%
OSAM
779
O'Shaughnessy Asset Management
Connecticut
$70K -$23.9M -111,521 -100%
BL
780
Balentine LLC
Georgia
$69K +$847 +4 +1%
GWM
781
Geneos Wealth Management
Colorado
$67K +$409 +2 +0.6%
QCG
782
Quadrant Capital Group
Ohio
$66K -$131K -615 -66%
EFSCE
783
Enterprise Financial Services Corp (EFSC)
Missouri
$64K – – –
KPW
784
Kore Private Wealth
New York
$63K -$1.92K -9 -3%
CG
785
Cutler Group
California
$63K +$63K +300 New
APA
786
American Portfolios Advisors
New York
$62.6K -$4.05K -19 -6%
TWA
787
TCI Wealth Advisors
Arizona
$62K -$849 -4 -1%
HL
788
Harding Loevner
New Jersey
$62K +$62K +293 New
VCM
789
Versant Capital Management
Arizona
$57K – – –
VFA
790
Valeo Financial Advisors
Indiana
$57K +$1.06K +5 +2%
VNA
791
Valley National Advisers
Pennsylvania
$56K – – –
VCM
792
Vigilant Capital Management
Maine
$56K +$56K +261 New
LWA
793
Lowe Wealth Advisors
Maryland
$53K -$1.07K -5 -2%
M
794
MOTCO
Texas
$52K – – –
FHA
795
Flagship Harbor Advisors
Massachusetts
$51K +$51K +240 New
CFGS
796
Concourse Financial Group Securities
Alabama
$49K – – –
BCA
797
Berman Capital Advisors
Georgia
$48K +$4.12K +20 +9%
IWP
798
IAG Wealth Partners
Wisconsin
$48K +$5.31K +25 +12%
NG
799
NWK Group
California
$46K +$6.23K +29 +16%
HR
800
Howe & Rusling
New York
$43K -$1.5K -7 -3%
30 31
32
33 34