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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 %
HI
826
Human Investing
Oregon
$7K -$59.3K -305 -89%
PCG
827
Private Capital Group
Connecticut
$7K -$12.1K -64 -63%
SFS
828
Sowell Financial Services
Arkansas
$7K -$4.6K -23 -40%
CAL
829
Capital Advisors Ltd
Ohio
$7K – – –
LWS
830
Lucia Wealth Services
California
$7K – – –
FCH
831
Freestone Capital Holdings
Washington
$5.84K +$2K +9,866 +52%
SWA
832
Sutton Wealth Advisors
Florida
$5.47K – – –
ARMC
833
American Research & Management Company
Massachusetts
$5K – – –
APC
834
Aspire Private Capital
North Carolina
$5K – – –
AS
835
Altshuler Shaham
Israel
$5K +$5K +23 New
CWA
836
Capital Wealth Alliance
Arizona
$5K +$5K +26 New
ED
837
Exane Derivatives
France
$4.04K -$1.01M -4,989 -100%
ME
838
McIlrath & Eck
Washington
$4K -$2.89K -13 -42%
WOC
839
West Oak Capital
California
$4K – – –
KTC
840
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
LFG
841
Larson Financial Group
Missouri
$4K – – –
QCMC
842
Quantum Capital Management (California)
California
$4K – – –
WCG
843
Weaver Consulting Group
California
$4K – – –
EWA
844
Evolution Wealth Advisors
Florida
$4K +$4K +21 New
CA
845
Centerpoint Advisors
Massachusetts
$3K – – –
BWP
846
Baldwin Wealth Partners
Massachusetts
$2K – – –
AWM
847
AllSquare Wealth Management
New York
$2K – – –
Kayne Anderson Rudnick Investment Management
848
Kayne Anderson Rudnick Investment Management
California
$2K +$2K +8 New
UFF
849
USA Financial Formulas
Michigan
$2K +$2K +11 New
WCM
850
Wealthcare Capital Management
Virginia
$2K +$2K +12 New
32 33
34
35 36