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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
$312M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$314M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$213M
4
American Century Companies
American Century Companies
Missouri
$135M
5
Boston Partners
Boston Partners
Massachusetts
$79.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
UBS Group
UBS Group
Switzerland
$565M
3
Two Sigma Investments
Two Sigma Investments
New York
$589K
4
Franklin Resources
Franklin Resources
California
$78.7M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
176
Synovus Financial
Georgia
$6.62M +$272K +1,797 +4%
CWM
177
Cabot Wealth Management
Massachusetts
$6.46M +$27.5K +182 +0.4%
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$6.44M -$1.51M -9,979 -19%
CAM
179
Congress Asset Management
Massachusetts
$6.42M -$151K -999 -2%
BC
180
Bartlett & Co
Ohio
$6.42M +$6.42M +42,534 New
BCWM
181
Bartlett & Co Wealth Management
Ohio
$6.42M -$312K -2,070 -5%
IP
182
Isthmus Partners
Wisconsin
$6.24M -$66.6K -441 -1%
CI Investments Inc
183
CI Investments Inc
Ontario, Canada
$6.19M +$6.19M +41,000 New
EVM
184
Evelyn V. Moreno
$6.16M -$211K -1,397 -3%
Osaic Holdings
185
Osaic Holdings
Arizona
$6.15M +$6.15M +70,788 New
LPL Financial
186
LPL Financial
California
$6.12M +$423K +2,805 +7%
Aviva
187
Aviva
United Kingdom
$6.1M -$51.6K -342 -0.8%
PC
188
Polar Capital
United Kingdom
$6.06M – – –
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$5.91M -$528K -3,496 -8%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$5.83M -$1.93M -12,788 -25%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$5.8M -$1.56M -10,345 -21%
ACI
192
AMP Capital Investors
Australia
$5.79M -$1.11M -7,285 -16%
BCB
193
Brian C. Broderick
$5.72M +$130K +862 +2%
Stifel Financial
194
Stifel Financial
Missouri
$5.64M -$851K -5,634 -13%
FAF
195
Fjarde Ap-fonden
Sweden
$5.55M -$996K -6,600 -15%
NIPH
196
NN Investment Partners Holdings
Netherlands
$5.29M -$3.01M -19,946 -36%
Comerica Bank
197
Comerica Bank
Texas
$5.25M +$440K +2,523 +9%
RT
198
Rockland Trust
Massachusetts
$5.24M +$688K +4,558 +15%
ACM
199
Azimuth Capital Management
Michigan
$5.05M -$240K -1,590 -5%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$4.97M +$157K +1,043 +3%
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