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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 %
ACS
876
Archford Capital Strategies
Illinois
– -$224K -1,106 Closed
CSA
877
Cottage Street Advisors
Massachusetts
– -$223K -1,100 Closed
FNBT
878
FineMark National Bank & Trust
Florida
– -$223K -1,100 Closed
MCM
879
Maple Capital Management
Vermont
– -$222K -1,097 Closed
PWW
880
Pettyjohn Wood & White
Virginia
– -$222K -1,095 Closed
OCM
881
One Capital Management
California
– -$221K -1,089 Closed
CWM
882
Centric Wealth Management
Illinois
– -$220K -1,087 Closed
GG
883
Gofen & Glossberg
Illinois
– -$215K -1,063 Closed
HL
884
HeadInvest LLC
Maine
– -$215K -1,060 Closed
PI
885
Putnam Investments
Massachusetts
– -$212K -1,045 Closed
IIM
886
Ipswich Investment Management
Massachusetts
– -$209K -1,032 Closed
CCP
887
Corient Capital Partners
California
– -$209K -1,031 Closed
VWM
888
Valley Wealth Managers
New Jersey
– -$208K -1,025 Closed
PCM
889
Parsons Capital Management
Rhode Island
– -$208K -1,025 Closed
PCMC
890
Paragon Capital Management (Colorado)
Colorado
– -$207K -1,023 Closed
MCM
891
MAI Capital Management
Ohio
– -$206K -1,016 Closed
UB
892
UMB Bank
Missouri
– -$206K -1,016 Closed
CW
893
CreativeOne Wealth
Kansas
– -$205K -1,012 Closed
IUHSA
894
Itau Unibanco Holding S.A.
Brazil
– -$204K -1,007 Closed
AAM
895
American Asset Management
Florida
– -$203K -1,000 Closed
SCI
896
S&CO Inc
Massachusetts
– -$203K -1,000 Closed
9WM
897
9258 Wealth Management
Ohio
– -$203K -1,000 Closed
WSC
898
Wellington Shields & Co
New York
– -$203K -1,000 Closed
AAM
899
Aureus Asset Management
Massachusetts
– -$202K -996 Closed
QT
900
Quantbot Technologies
New York
– -$193K -955 Closed
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