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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 %
AWM
826
Avior Wealth Management
Nebraska
$24K – – –
PFBT
827
Parkside Financial Bank & Trust
Missouri
$24K +$17.1K +80 +250%
FP
828
Financial Perspectives
Minnesota
$23.9K – – –
AIL
829
AGF Investments LLC
Ontario, Canada
$22K +$22K +105 New
FDCDDQ
830
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3K – – –
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
JWA
832
JFS Wealth Advisors
Pennsylvania
$21K – – –
MA
833
MCF Advisors
Kentucky
$21K – – –
CAGAS
834
Capital Advisory Group Advisory Services
Minnesota
$21K – – –
POIA
835
Pin Oak Investment Advisors
Texas
$21K – – –
KC
836
Knuff & Co
California
$21K +$21K +100 New
YAL
837
Your Advocates Ltd
Texas
$19K -$218 -1 -1%
AS
838
Altshuler Shaham
Israel
$19K +$4.32K +20 +29%
LC
839
Lindbrook Capital
California
$18K +$4.81K +23 +37%
TC
840
Trust Company
Kansas
$17K -$5.31K -25 -24%
GAM
841
Gemmer Asset Management
California
$16K – – –
SWM
842
Sugarloaf Wealth Management
Georgia
$16K – – –
WLPWM
843
Walled Lake Planning & Wealth Management
Illinois
$16K – – –
CCA
844
Column Capital Advisors
Indiana
$15K -$2.71K -13 -15%
EARNEST Partners
845
EARNEST Partners
Georgia
$15K – – –
SLF
846
Sun Life Financial
Ontario, Canada
$15K +$217 +1 +1%
WPA
847
West Paces Advisors
Georgia
$14.5K – – –
Loomis, Sayles & Company
848
Loomis, Sayles & Company
Massachusetts
$14K -$656 -3 -4%
TAIM
849
TD Ameritrade Investment Management
Nebraska
$14K – – –
LWA
850
Lenox Wealth Advisors
New York
$13K -$14.5K -67 -53%
32 33
34
35 36