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Rockwell Automation
ROK

Overview Fund Activity

858 hedge funds and large institutions have $17.6B invested in Rockwell Automation in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 246 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
+102
Holders Change %
+13.49%
% of All Funds
16.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
169
Increased
246
Reduced
276
Closed
51
Calls
$110M
Puts
$169M
Net Calls
-$59.8M
Net Calls Change
-$74.7M

Top Buyers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$169M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$115M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$345M
4
Two Sigma Investments
Two Sigma Investments
New York
$79.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$86.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$203M
2
CVA
Ceredex Value Advisors
Florida
$22.5M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Franklin Resources
Franklin Resources
California
$175M
5
UBS AM
UBS AM
Illinois
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
801
Endurance Wealth Management
Rhode Island
$14K +$14K +67 New
BB
802
Busey Bank
Illinois
$14K +$14K +70 New
PO
803
Private Ocean
California
$13K +$13K +60 New
UOTTAIMCU
804
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$13K +$13K +65 New
AWA
805
Arkadios Wealth Advisors
Georgia
$12.3K +$12.3K +61 New
LWA
806
Lenox Wealth Advisors
New York
$12K – – –
OC
807
Oakworth Capital
Alabama
$12K – – –
TFO
808
Tarbox Family Office
California
$12K – – –
PFBT
809
Parkside Financial Bank & Trust
Missouri
$12K +$5.12K +26 +74%
SL
810
Savior LLC
Massachusetts
$12K +$12K +59 New
TFGT
811
TS Financial Group (TSFG)
Illinois
$11K – – –
CCA
812
Column Capital Advisors
Indiana
$11K +$11K +55 New
VCP
813
Verus Capital Partners
Arizona
$11K +$11K +55 New
SFSIG
814
San Francisco Sentry Investment Group
California
$10K -$7.84K -40 -44%
PFSC
815
Peoples Financial Services Corp
Pennsylvania
$10K – – –
AWM
816
Avior Wealth Management
Nebraska
$10K – – –
FBT
817
First Bank & Trust
South Dakota
$10K – – –
KPCM
818
Kings Point Capital Management
New York
$10K +$10K +50 New
RIA
819
Realta Investment Advisors
Delaware
$9K – – –
PB
820
Pinnacle Bancorp
Nebraska
$9K – – –
SIM
821
Sonora Investment Management
Arizona
$8K – – –
FHA
822
First Horizon Advisors
Tennessee
$8K – – –
PMFA
823
Plante Moran Financial Advisors
Michigan
$8K +$4.6K +23 +135%
SBL
824
Sargent Bickham Lagudis
Colorado
$8K +$8K +39 New
IA
825
IndexIQ Advisors
New York
$8K +$8K +40 New
31 32
33
34 35