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Rockwell Automation
ROK

Overview Fund Activity

788 hedge funds and large institutions have $13.7B invested in Rockwell Automation in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 304 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-70
Holders Change %
-8.16%
% of All Funds
17.41%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
76
Increased
260
Reduced
304
Closed
142
Calls
$59M
Puts
$68.2M
Net Calls
-$9.19M
Net Calls Change
+$50.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$128M
4
American Century Companies
American Century Companies
Missouri
+$97.3M
5
Boston Partners
Boston Partners
Massachusetts
+$79.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$115M
2
UBS Group
UBS Group
Switzerland
-$71.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$58.7M
4
Franklin Resources
Franklin Resources
California
-$51.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JT
851
Jump Trading
Illinois
– -$309K -1,524 Closed
CDH
852
Charles D. Hyman
– -$308K -1,520 Closed
LOAME
853
Lombard Odier Asset Management (Europe)
United Kingdom
– -$298K -1,468 Closed
DIA
854
Dana Investment Advisors
Wisconsin
– -$291K -1,435 Closed
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
– -$291K -1,435 Closed
HI
856
Horizon Investments
North Carolina
– -$285K -1,406 Closed
FMTC
857
Farmers & Merchants Trust Company
California
– -$284K -1,400 Closed
ZCA
858
Zeke Capital Advisors
Pennsylvania
– -$275K -1,358 Closed
ABC
859
Associated Banc-Corp
Wisconsin
– -$274K -1,355 Closed
LI
860
Leap Investments
Illinois
– -$273K -1,349 Closed
EWM
861
Evermay Wealth Management
Virginia
– -$268K -1,320 Closed
GC
862
Grimes & Company
Massachusetts
– -$264K -1,304 Closed
MCWS
863
McKinley Carter Wealth Services
West Virginia
– -$255K -1,258 Closed
KCM
864
Kathmere Capital Management
Pennsylvania
– -$253K -1,250 Closed
FFN
865
Focus Financial Network
Minnesota
– -$252K -1,241 Closed
SAM
866
Steinberg Asset Management
New York
– -$248K -1,223 Closed
TCPWM
867
Traverso Chambers Private Wealth Management
California
– -$246K -1,213 Closed
RC
868
RegentAtlantic Capital
New Jersey
– -$243K -1,201 Closed
AA
869
Argent Advisors
Louisiana
– -$242K -1,200 Closed
NB
870
Nicolet Bankshares
Wisconsin
– -$242K -1,195 Closed
WCA
871
Waratah Capital Advisors
Ontario, Canada
– -$241K -1,188 Closed
RTC
872
Riverview Trust Company
Washington
– -$228K -1,124 Closed
UBV
873
United Bank (Virginia)
Virginia
– -$226K -1,115 Closed
PCA
874
Personal Capital Advisors
California
– -$226K -1,115 Closed
SAM
875
Stewart Asset Management
New York
– -$226K -1,113 Closed
33 34
35
36 37