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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 %
FFC
901
First Financial Corp
Indiana
$1K +$1K +5 New
ST
902
Sageworth Trust
Pennsylvania
$1K +$1K +6 New
WIM
903
Westside Investment Management
California
$319 – – –
Capital World Investors
904
Capital World Investors
California
– -$196M -1,301,722 Closed
Boston Partners
905
Boston Partners
Massachusetts
– -$79.2M -525,005 Closed
TCM
906
TimesSquare Capital Management
New York
– -$33.8M -224,150 Closed
SIC
907
Schwartz Investment Counsel
Michigan
– -$16.6M -110,000 Closed
ZDA
908
Zweig-DiMenna Associates
New York
– -$6.62M -43,870 Closed
VRS
909
Virginia Retirement Systems
Virginia
– -$4.8M -31,800 Closed
Truist Financial
910
Truist Financial
North Carolina
– -$2.92M -19,361 Closed
LM
911
Luminus Management
Texas
– -$2.73M -18,113 Closed
Capital Fund Management (CFM)
912
Capital Fund Management (CFM)
France
– -$2.23M -14,793 Closed
Twin Tree Management
913
Twin Tree Management
Texas
– -$2.13M -14,078 Closed
JG
914
Jefferies Group
New York
– -$1.89M -12,546 Closed
PIA
915
Piedmont Investment Advisors
North Carolina
– -$1.86M -12,302 Closed
Wealth Enhancement Advisory Services
916
Wealth Enhancement Advisory Services
Minnesota
– -$2.37M -12,079 Closed
CIBC Private Wealth Group
917
CIBC Private Wealth Group
Georgia
– -$1.77M -11,756 Closed
MSE
918
MUFG Securities EMEA
United Kingdom
– -$1.28M -8,500 Closed
Group One Trading
919
Group One Trading
Illinois
– -$1.27M -8,414 Closed
WCM
920
Weld Capital Management
New York
– -$1.11M -7,382 Closed
TAF
921
Tredje AP-fonden
Sweden
– -$1.08M -7,128 Closed
WAM
922
Weiss Asset Management
Massachusetts
– -$982K -6,506 Closed
KOCAA
923
Knights of Columbus Asset Advisors
Connecticut
– -$951K -6,300 Closed
MERSOM
924
Municipal Employees' Retirement System of Michigan
Michigan
– -$936K -6,200 Closed
LCM
925
Laurion Capital Management
New York
– -$918K -6,083 Closed
35 36
37
38 39