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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$373M
2
Capital World Investors
Capital World Investors
California
$722M
3
FMI
Fiduciary Management Inc
Wisconsin
$0
4
Harris Associates
Harris Associates
Illinois
$0
5
American Century Companies
American Century Companies
Missouri
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
376
Liberty Mutual Group Asset Management
Massachusetts
$1.08M -$470K -3,022 -30%
Cambridge Investment Research Advisors
377
Cambridge Investment Research Advisors
Iowa
$1.07M -$17K -109 -2%
ECM
378
ETrade Capital Management
Virginia
$1.04M +$340K +2,183 +48%
APFBOT
379
Amica Pension Fund Board of Trustees
Rhode Island
$1.04M – – –
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$24.1K -155 -2%
BFA
381
Benedict Financial Advisors
Georgia
$1.02M +$87.8K +564 +9%
BA
382
Boston Advisors
Massachusetts
$1.01M +$93.5K +600 +10%
Jane Street
383
Jane Street
New York
$992K -$1.65M -10,562 -62%
IA
384
IFP Advisors
Florida
$992K +$15.1K +97 +2%
TG
385
Threshold Group
Washington
$988K -$13.1K -84 -1%
CFB
386
Cullen/Frost Bankers
Texas
$979K -$4.83K -31 -0.5%
NED
387
Nancy E. Dempze
$967K +$132K +850 +16%
GIA
388
GHP Investment Advisors
Colorado
$962K -$14.8K -95 -2%
Federated Hermes
389
Federated Hermes
Pennsylvania
$944K +$431K +2,770 +84%
AIL
390
AGF Investments LLC
Ontario, Canada
$912K +$37.7K +242 +4%
Loomis, Sayles & Company
391
Loomis, Sayles & Company
Massachusetts
$898K -$219K -1,405 -20%
SEC
392
Seven Eight Capital
New York
$864K +$514K +3,300 +147%
PIA
393
Piedmont Investment Advisors
North Carolina
$850K – – –
HB
394
Homrich & Berg
Georgia
$842K +$59.7K +383 +8%
DCM
395
Dupont Capital Management
Delaware
$840K +$270K +1,731 +47%
OC
396
Oppenheimer & Co
New York
$839K +$168K +1,080 +25%
CIP
397
Chartwell Investment Partners
Pennsylvania
$829K -$40.5K -260 -5%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$826K -$28.3M -183,880 -97%
CI
399
Cigna Investments
Connecticut
$821K +$75.7K +486 +10%
SO
400
STRS Ohio
Ohio
$817K +$3.11K +20 +0.4%
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16
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