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Rockwell Automation
ROK

Overview Fund Activity

968 hedge funds and large institutions have $22.4B invested in Rockwell Automation in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 339 increasing their positions, 306 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
968
Holders Change
+58
Holders Change %
+6.37%
% of All Funds
17.18%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
139
Increased
339
Reduced
306
Closed
71
Calls
$93.1M
Puts
$48.8M
Net Calls
+$44.4M
Net Calls Change
+$4.29M

Top Buyers

1
Invesco
Invesco
Georgia
$339M
2
Holocene Advisors
Holocene Advisors
New York
$88.9M
3
BlackRock
BlackRock
New York
$2.17B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$180M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$50.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$615M
2
Ameriprise
Ameriprise
Minnesota
$48M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.15M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$22.4M +$832K +3,316 +4%
Axa
127
Axa
France
$22.4M +$1.37M +5,461 +7%
Macquarie Group
128
Macquarie Group
Australia
$21.6M -$909K -3,625 -4%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$21.2M +$21.2M +84,478 New
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$21.1M -$592K -2,360 -3%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$20.9M -$7.74M -30,879 -27%
PWAG
132
Polaris Wealth Advisory Group
California
$20.7M +$20.7M +78,942 New
HTHT
133
Hemenway Trust Hemenway Trust
New Hampshire
$20.6M +$213K +848 +1%
BFO
134
Boston Family Office
Massachusetts
$20.3M -$42.6K -170 -0.2%
RMDI
135
R.M. Davis Inc
Maine
$20M +$1.26M +5,042 +7%
US Bancorp
136
US Bancorp
Minnesota
$19.9M +$836K +3,334 +4%
Stifel Financial
137
Stifel Financial
Missouri
$19.7M +$2.13M +8,491 +12%
CIC
138
Carnegie Investment Counsel
Ohio
$19.7M -$66.7K -266 -0.3%
FWCM
139
Ferguson Wellman Capital Management
Oregon
$19.4M +$19.4M +77,156 New
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$19.3M +$3.17M +12,647 +20%
CWM
141
CIBC World Markets
New York
$19.1M +$7.51M +29,943 +65%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$18.8M -$914K -3,644 -5%
RS
143
Robeco Schweiz
Switzerland
$18.8M +$7.52M +30,000 +67%
TAM
144
Tocqueville Asset Management
New York
$18.1M -$213K -850 -1%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$17.9M +$2.77M +11,032 +18%
EAM
146
Eagle Asset Management
Florida
$17.7M -$57.5M -229,325 -76%
KFS
147
Kurt F. Somerville
$17.3M -$25.8K -103 -0.1%
SEI Investments
148
SEI Investments
Pennsylvania
$17M -$4.93M -19,445 -22%
CTA
149
Carillon Tower Advisers
Florida
$16.9M – – –
LPL Financial
150
LPL Financial
California
$16.3M +$3.01M +12,011 +23%
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