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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 %
FAM
801
Formidable Asset Management
Ohio
– -$356K -2,207 Closed
C
802
Cerebellum
California
– -$357K -2,178 Closed
SBIA
803
Sheaff Brock Investment Advisors
Indiana
– -$336K -2,051 Closed
ZCA
804
Zeke Capital Advisors
Pennsylvania
– -$325K -1,982 Closed
VF
805
Virtu Financial
New York
– -$301K -1,839 Closed
ZCM
806
Zebra Capital Management
Connecticut
– -$292K -1,782 Closed
PHK
807
Point72 Hong Kong
Hong Kong
– -$273K -1,668 Closed
BUB
808
BBVA USA Bancshares
Texas
– -$268K -1,632 Closed
CM
809
Castleark Management
Illinois
– -$267K -1,630 Closed
CWSR
810
Chessman Wealth Strategies RIA
Texas
– -$255K -1,600 Closed
Susquehanna International Group
811
Susquehanna International Group
Pennsylvania
– -$252K -1,536 Closed
ACP
812
Aviance Capital Partners
Florida
– -$251K -1,532 Closed
AR
813
Advisory Research
Illinois
– -$244K -1,487 Closed
IWA
814
Independence Wealth Advisors
Virginia
– -$240K -1,465 Closed
HI
815
Horizon Investments
North Carolina
– -$237K -1,444 Closed
SLG
816
Stanley-Laman Group
Pennsylvania
– -$234K -1,428 Closed
SCI
817
S&CO Inc
Massachusetts
– -$228K -1,390 Closed
AIM
818
Axiom Investment Management
New York
– -$220K -1,352 Closed
BRWA
819
B. Riley Wealth Advisors
Florida
– -$222K -1,350 Closed
EHC
820
Everett Harris & Co
California
– -$220K -1,340 Closed
WCM
821
Weld Capital Management
New York
– -$218K -1,333 Closed
IP
822
Interval Partners
New York
– -$217K -1,323 Closed
AL
823
AJO LP
Pennsylvania
– -$213K -1,301 Closed
NB
824
Nicolet Bankshares
Wisconsin
– -$206K -1,260 Closed
MCM
825
McKinley Capital Management
Alaska
– -$205K -1,253 Closed
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