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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 %
SW
926
SteelPeak Wealth
California
– -$762K -5,049 Closed
DS
927
DRW Securities
Illinois
– -$710K -4,704 Closed
RIM
928
Redwood Investment Management
Arizona
– -$629K -4,168 Closed
WANY
929
Wealthspire Advisors (New York)
New York
– -$597K -3,955 Closed
PP
930
Paloma Partners
Connecticut
– -$528K -3,500 Closed
AIC
931
Aurora Investment Counsel
Georgia
– -$457K -3,028 Closed
LC
932
Lubar & Co
Wisconsin
– -$444K -2,940 Closed
CL
933
Choreo LLC
Illinois
– -$406K -2,692 Closed
SC
934
SRB Corp
Massachusetts
– -$401K -2,659 Closed
CHP
935
Cable Hill Partners
Oregon
– -$379K -2,510 Closed
ALAM
936
Asahi Life Asset Management
Japan
– -$376K -2,490 Closed
SIM
937
Spark Investment Management
New York
– -$362K -2,400 Closed
SB
938
Simmons Bank
Arkansas
– -$332K -2,200 Closed
CA
939
Commerzbank Aktiengesellschaft
Germany
– -$292K -1,935 Closed
IC
940
IEQ Capital
California
– -$290K -1,926 Closed
LOAMS
941
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$257K -1,706 Closed
VCA
942
Verdence Capital Advisors
Maryland
– -$250K -1,659 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
943
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$242K -1,604 Closed
MS
944
Maven Securities
Jersey
– -$234K -1,551 Closed
Kovitz Investment Group Partners
945
Kovitz Investment Group Partners
Illinois
– -$232K -1,535 Closed
PHK
946
Point72 Hong Kong
Hong Kong
– -$165K -1,095 Closed
NIT
947
NumerixS Investment Technologies
British Columbia, Canada
– -$133K -879 Closed
KFI
948
Key Financial Inc
Pennsylvania
– -$130K -851 Closed
CCM
949
Copeland Capital Management
Pennsylvania
– -$117K -774 Closed
WAP
950
Wealthcare Advisory Partners
Pennsylvania
– -$104K -690 Closed
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