ROK icon

Rockwell Automation
ROK

Overview Fund Activity

691 hedge funds and large institutions have $15B invested in Rockwell Automation in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 243 increasing their positions, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+36
Holders Change %
+5.5%
% of All Funds
17.23%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.32%
New
96
Increased
243
Reduced
236
Closed
50
Calls
$48.3M
Puts
$99.5M
Net Calls
-$51.1M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.4B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$109M
4
Franklin Resources
4
Franklin Resources
California
$131M
5
FAM
5
Fred Alger Management
New York
$84.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$373M
2
Capital World Investors
2
Capital World Investors
California
$722M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$0
4
Harris Associates
4
Harris Associates
Illinois
$0
5
American Century Companies
5
American Century Companies
Missouri
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
226
Zacks Investment Management
Illinois
$4.46M +$4.46M +28,622 New
EIM
227
ExxonMobil Investment Management
Texas
$4.45M -$175K -1,123 -4%
CCM
228
Crossvault Capital Management
Texas
$4.44M +$588K +3,775 +15%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$4.41M +$3.5M +22,490 +385%
ZIG
230
Zurich Insurance Group
Switzerland
$4.34M -$558K -3,583 -11%
Caisse de Depot et Placement du Quebec (CDPQ)
231
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.27M -$187K -1,200 -4%
FAF
232
Fjarde Ap-fonden
Sweden
$4.25M -$265K -1,699 -6%
LBC
233
Lawrence B. Cohen
$4.21M +$51.4K +330 +1%
AA
234
AlphaMark Advisors
Kentucky
$4.2M -$231K -1,486 -5%
MLIC
235
Mandatum Life Insurance Company
Finland
$4.17M – – –
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$4.14M +$509K +3,268 +14%
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$4.1M +$138K +887 +3%
Creative Planning
238
Creative Planning
Kansas
$4.08M -$696K -4,471 -15%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$4.07M +$17.9K +115 +0.4%
DWA
240
Douglass Winthrop Advisors
New York
$4.06M – – –
NMIMC
241
Northwestern Mutual Investment Management Company
Wisconsin
$4.05M +$1.76M +11,272 +77%
CCC
242
Chelsea Counsel Company
California
$4.01M +$291K +1,870 +8%
GH
243
GAM Holding
Switzerland
$3.97M -$124K -794 -3%
NSAM
244
North Star Asset Management
Wisconsin
$3.92M -$1.27M -8,182 -25%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$3.86M -$9.19K -59 -0.2%
OAM
246
Oppenheimer Asset Management
New York
$3.79M +$3.79M +24,346 New
URS
247
Utah Retirement Systems
Utah
$3.7M – – –
CCM
248
Cadence Capital Management
Massachusetts
$3.68M -$2.93M -18,843 -44%
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.64M -$98.1K -630 -3%
DADC
250
D.A. Davidson & Co
Montana
$3.64M +$320K +2,057 +10%
8 9
10
11 12