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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
$307M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$630M
3
AAMU
Amundi Asset Management US
Massachusetts
$355M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.54B
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$74.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$164M
2
BlackRock
BlackRock
New York
$1.76B
3
Capital World Investors
Capital World Investors
California
$0
4
UBS Group
UBS Group
Switzerland
$676M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
851
Tarbox Family Office
California
$12K -$4.29K -20 -26%
TFGT
852
TS Financial Group (TSFG)
Illinois
$12K – – –
Simplex Trading
853
Simplex Trading
Illinois
$12K – – –
OC
854
Oakworth Capital
Alabama
$12K – – –
SL
855
Savior LLC
Massachusetts
$12K – – –
PFSC
856
Peoples Financial Services Corp
Pennsylvania
$11K – – –
KPCM
857
Kings Point Capital Management
New York
$11K +$11K +50 New
PO
858
Private Ocean
California
$10K -$12K -60 -55%
PB
859
Pinnacle Bancorp
Nebraska
$10K – – –
BWA
860
BDO Wealth Advisors
Florida
$10K – – –
RFA
861
Reilly Financial Advisors
California
$10K +$10K +45 New
TFA
862
Transamerica Financial Advisors
Florida
$10K +$10K +47 New
First Manhattan
863
First Manhattan
New York
$9K -$9.21K -45 -51%
LWS
864
Lucia Wealth Services
California
$8K – – –
FHA
865
First Horizon Advisors
Tennessee
$8K – – –
HI
866
Human Investing
Oregon
$8K – – –
AWA
867
Arkadios Wealth Advisors
Georgia
$7.89K -$5.48K -25 -41%
O
868
Ossiam
France
$7K -$444K -2,092 -98%
CAL
869
Capital Advisors Ltd
Ohio
$7K – – –
TPWA
870
TRUE Private Wealth Advisors
Oregon
$7K – – –
IFAM
871
Institutional & Family Asset Management
Colorado
$7K +$7K +35 New
SWA
872
Sutton Wealth Advisors
Florida
$6.39K +$639 +3 +11%
SFSIG
873
San Francisco Sentry Investment Group
California
$6K -$923 -4 -13%
SIM
874
Sonora Investment Management
Arizona
$6K – – –
WCG
875
Weaver Consulting Group
California
$6K +$857 +4 +17%
33 34
35
36 37