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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 %
MIFH
876
Migdal Insurance & Financial Holdings
Israel
$6K +$2K +9 +50%
H
877
Hexavest
Quebec, Canada
$5K -$9.38K -45 -65%
PCG
878
Private Capital Group
Connecticut
$5K -$2.71K -13 -35%
BAM
879
Bellevue Asset Management
Washington
$5K – – –
QCMC
880
Quantum Capital Management (California)
California
$5K – – –
ARMC
881
American Research & Management Company
Massachusetts
$5K – – –
CFD
882
Creative Financial Designs
Indiana
$5K +$5K +23 New
JFA
883
JNBA Financial Advisors
Minnesota
$5K +$5K +25 New
ED
884
Exane Derivatives
France
$4.26K – – –
SQA
885
Simon Quick Advisors
New Jersey
$4K – – –
WOC
886
West Oak Capital
California
$4K – – –
FMP
887
Financial Management Professionals
Texas
$4K +$4K +21 New
FCH
888
Freestone Capital Holdings
Washington
$3.2K -$1.72K -8,091 -35%
ETC
889
Exchange Traded Concepts
Oklahoma
$3K -$606K -2,625 -100%
PMFA
890
Plante Moran Financial Advisors
Michigan
$3K -$1K -5 -25%
BWP
891
Baldwin Wealth Partners
Massachusetts
$3K – – –
AWM
892
AllSquare Wealth Management
New York
$3K – – –
JWM
893
Janiczek Wealth Management
Colorado
$3K +$3K +12 New
CWC
894
Carolinas Wealth Consulting
North Carolina
$3K +$3K +14 New
Kayne Anderson Rudnick Investment Management
895
Kayne Anderson Rudnick Investment Management
California
$2K – – –
PFGIA
896
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +8 New
HIA
897
Harbor Investment Advisory
Maryland
$1K -$571 -4 -36%
FANJ
898
Financial Architects (New Jersey)
New Jersey
$1K – – –
GTAM
899
Global Trust Asset Management
Florida
$1K – – –
LFG
900
Larson Financial Group
Missouri
$1K – – –
34 35
36
37 38