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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 %
AIS
901
Accurate Investment Solutions
Pennsylvania
– -$145K -715 Closed
LFA
902
Lighthouse Financial Advisors
Maryland
– -$125K -618 Closed
BAM
903
Belpointe Asset Management
Nevada
– -$102K -504 Closed
RMAM
904
Raab & Moskowitz Asset Management
New Jersey
– -$101K -500 Closed
GLI
905
Guardian Life Insurance
New York
– -$70K -345 Closed
GDP
906
Great Diamond Partners
Maine
– -$51K -254 Closed
CH
907
Canton Hathaway
Rhode Island
– -$46K -227 Closed
RAM
908
Riggs Asset Management
Pennsylvania
– -$41K -200 Closed
TCWM
909
Total Clarity Wealth Management
Illinois
– -$39K -191 Closed
ACM
910
Allred Capital Management
Texas
– -$28.2K -139 Closed
NIM
911
NuWave Investment Management
New Jersey
– -$17K -86 Closed
RA
912
Rational Advisors
New York
– -$17K -86 Closed
MWNA
913
Marshall Wace North America
New York
– -$16K -77 Closed
BB
914
Busey Bank
Illinois
– -$14K -70 Closed
EWM
915
Endurance Wealth Management
Rhode Island
– -$14K -67 Closed
UOTTAIMCU
916
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$13K -65 Closed
PGAM
917
Princeton Global Asset Management
New Jersey
– -$12 -58 Closed
FBT
918
First Bank & Trust
South Dakota
– -$10K -50 Closed
KPCM
919
Kings Point Capital Management
New York
– -$10K -50 Closed
RIA
920
Realta Investment Advisors
Delaware
– -$9K -48 Closed
SBL
921
Sargent Bickham Lagudis
Colorado
– -$8K -39 Closed
CWA
922
Capital Wealth Alliance
Arizona
– -$5K -26 Closed
APC
923
Aspire Private Capital
North Carolina
– -$5K -25 Closed
EWA
924
Evolution Wealth Advisors
Florida
– -$4K -21 Closed
CA
925
Centerpoint Advisors
Massachusetts
– -$3K -14 Closed
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