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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 %
CWM
826
Centric Wealth Management
Illinois
– -$202K -1,234 Closed
MBTD
827
Mechanics Bank - Trust Department
California
– -$202K -1,231 Closed
TM
828
Titan Managers
Arizona
– -$190K -1,158 Closed
QT
829
Quantamental Technologies
New York
– -$183K -1,119 Closed
EH
830
Employers Holdings
Nevada
– -$115K -700 Closed
DWM
831
Doyle Wealth Management
Florida
– -$77K -467 Closed
PCP
832
Proficio Capital Partners
Massachusetts
– -$73K -446 Closed
CPA
833
Clear Perspective Advisors
Illinois
– -$61K -375 Closed
MC
834
Machina Capital
France
– -$58K -356 Closed
ESB
835
Essex Savings Bank
Connecticut
– -$41K -247 Closed
VanEck Associates
836
VanEck Associates
New York
– -$31K -192 Closed
TNBTD
837
Trustmark National Bank Trust Department
Mississippi
– -$28K -170 Closed
GAM
838
Griffin Asset Management
New York
– -$26K -161 Closed
TIM
839
Tortoise Investment Management
New York
– -$20K -125 Closed
TPWA
840
TRUE Private Wealth Advisors
Oregon
– -$11K -72 Closed
CFA
841
Camarda Financial Advisors
Florida
– -$9K -56 Closed
EWM
842
Executive Wealth Management
Michigan
– -$7K -44 Closed
MF
843
Manchester Financial
California
– -$6K -36 Closed
GEA
844
Glen Eagle Advisors
New Jersey
– -$4.26K -26 Closed
LWM
845
Lenox Wealth Management
Ohio
– -$4K -25 Closed
CWA
846
Clarus Wealth Advisors
Arizona
– -$3K -16 Closed
TFA
847
Transamerica Financial Advisors
Florida
– -$1K -2 Closed
CAM
848
CenterStar Asset Management
Illinois
– -$62K – –
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