ROK icon

Rockwell Automation
ROK

Overview Fund Activity

756 hedge funds and large institutions have $14.2B invested in Rockwell Automation in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 257 increasing their positions, 274 reducing their positions, and 92 closing their positions.

Holders
756
Holders Change
-48
Holders Change %
-5.97%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
50
Increased
257
Reduced
274
Closed
92
Calls
$90.2M
Puts
$75.3M
Net Calls
+$14.9M
Net Calls Change
-$29.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$204M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$365M
4
CVA
4
Ceredex Value Advisors
Florida
$135M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$119M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.45B
2
JIM
2
Jupiter Investment Management
United Kingdom
$0
3
Wells Fargo
3
Wells Fargo
California
$166M
4
Ameriprise
4
Ameriprise
Minnesota
$21M
5
UBS Group
5
UBS Group
Switzerland
$670M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B 10,881,146 +2,002,699 +23%
BlackRock
2
BlackRock
New York
$1.45B 8,828,768 -1,731,556 -16%
State Street
3
State Street
Massachusetts
$810M 4,913,584 -98,920 -2%
UBS Group
4
UBS Group
Switzerland
$670M 4,065,685 -490,953 -11%
ATO
5
Alecta Tjanstepension Omsesidigt
Sweden
$534M 3,243,265 +75,000 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$365M 2,211,870 +798,143 +56%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$326M 1,976,193 +59,436 +3%
Capital World Investors
8
Capital World Investors
California
$297M 1,800,926 +11 +0%
Northern Trust
9
Northern Trust
Illinois
$235M 1,427,857 -31,548 -2%
Lazard Asset Management
10
Lazard Asset Management
New York
$226M 1,373,659 -44,048 -3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$226M 1,360,564 -178,987 -12%
CIP
12
Champlain Investment Partners
Vermont
$207M 1,257,510 +343,715 +38%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$204M 1,235,190 +871,431 +240%
Bank of America
14
Bank of America
North Carolina
$202M 1,228,699 +31,933 +3%
Franklin Resources
15
Franklin Resources
California
$198M 1,202,861 -306,229 -20%
Swedbank
16
Swedbank
Sweden
$173M 1,052,529 +8,000 +0.8%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$171M 1,039,226 -383,123 -27%
Wells Fargo
18
Wells Fargo
California
$166M 1,006,125 -551,088 -35%
Goldman Sachs
19
Goldman Sachs
New York
$161M 975,669 +258,724 +36%
UBS AM
20
UBS AM
Illinois
$160M 972,566 +106,495 +12%
Charles Schwab
21
Charles Schwab
California
$153M 928,782 +16,463 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$152M 926,993 +15,787 +2%
CVA
23
Ceredex Value Advisors
Florida
$135M 818,645 +692,545 +549%
Norges Bank
24
Norges Bank
Norway
$124M 752,230 – –
Wellington Management Group
25
Wellington Management Group
Massachusetts
$119M 722,497 +465,784 +181%
1
2 3 4 5