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 %
IBOK
801
Independence Bank of Kentucky
Kentucky
$43K – – –
EDRH
802
Edmond de Rothschild Holding
Switzerland
$43K – – –
ADL
803
Asset Dedication LLC
California
$43K – – –
CFO
804
CVA Family Office
Colorado
$43K – – –
PWP
805
Principle Wealth Partners
Connecticut
$43K +$43K +200 New
SIAP
806
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K +$42K +200 New
CFG
807
Citizens Financial Group
Rhode Island
$40K -$1.29K -6 -3%
GWS
808
Glassman Wealth Services
Virginia
$39K +$4.88K +23 +14%
PCM
809
Penserra Capital Management
California
$38K -$1.65M -7,815 -98%
PVH
810
Psagot Value Holdings
Israel
$37K – – –
AIM
811
Anchor Investment Management
South Carolina
$36.2K – – –
DAM
812
Delta Asset Management
Tennessee
$35K – – –
SC
813
Solstein Capital
California
$35K – – –
SFS
814
Sowell Financial Services
Arkansas
$33K +$28.7K +135 +675%
CA
815
Clearstead Advisors
Ohio
$32K – – –
GIC
816
Gantzert Investment Company
Illinois
$32K – – –
SNT
817
Security National Trust
West Virginia
$32K – – –
TF
818
TimeScale Financial
Massachusetts
$32K +$212 +1 +0.7%
FCA
819
FinTrust Capital Advisors
South Carolina
$31K -$646 -3 -2%
NIM
820
NuWave Investment Management
New Jersey
$30K +$30K +141 New
ZB
821
Zions Bancorporation
Utah
$29K +$4.33K +20 +18%
SIC
822
Salem Investment Counselors
North Carolina
$28K – – –
WTC
823
WhitTier Trust Company
Nevada
$28K – – –
PCA
824
Providence Capital Advisors
North Carolina
$27K – – –
CCM
825
Covington Capital Management
California
$24K – – –
31 32
33
34 35