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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
+$1.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$88.5M
4
Franklin Resources
Franklin Resources
California
+$85.1M
5
FAM
Fred Alger Management
New York
+$84.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$197M
2
Capital World Investors
Capital World Investors
California
-$187M
3
FMI
Fiduciary Management Inc
Wisconsin
-$162M
4
Harris Associates
Harris Associates
Illinois
-$129M
5
American Century Companies
American Century Companies
Missouri
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAF
401
Tredje AP-fonden
Sweden
$811K +$341K +2,192 +73%
CCG
402
Chatham Capital Group
Georgia
$798K -$77.9K -500 -9%
William Blair & Company
403
William Blair & Company
Illinois
$791K -$466K -3,017 -37%
VIA
404
Virtus Investment Advisers
Connecticut
$789K -$100K -645 -11%
TCM
405
Teza Capital Management
Illinois
$781K -$66.9K -430 -8%
RFCA
406
R&F Capital Advisors
New York
$781K +$781K +5,013 New
OMCS
407
Old Mutual Customised Solutions
South Africa
$779K – – –
WSCM
408
Wellington Shields Capital Management
New York
$779K – – –
NRS
409
Neville Rodie & Shaw
New York
$778K – – –
MML Investors Services
410
MML Investors Services
Massachusetts
$778K +$778K +4,998 New
UCFA
411
United Capital Financial Advisors
Texas
$775K +$91.9K +590 +13%
LIA
412
LS Investment Advisors
Michigan
$772K -$28.8K -185 -4%
UBWV
413
United Bank (West Virginia)
West Virginia
$766K +$22.7K +146 +3%
MCIM
414
Meadow Creek Investment Management
Georgia
$757K +$42.4K +272 +6%
LPL Financial
415
LPL Financial
California
$750K +$3.73K +24 +0.5%
TH
416
Timber Hill
Connecticut
$744K +$61.9K +398 +9%
SB
417
Suntrust Banks
Georgia
$743K -$333K -2,137 -31%
PAM
418
Paradigm Asset Management
New York
$740K -$132K -850 -15%
WP
419
WealthSource Partners
California
$735K -$17.1K -110 -2%
ST
420
Sabal Trust
Florida
$710K +$710K +4,561 New
BHC
421
Bowen Hanes & Co
Florida
$701K -$11.7K -75 -2%
BTW
422
Boston Trust Walden
Massachusetts
$701K – – –
FCFC
423
First Commonwealth Financial Corp
Pennsylvania
$685K -$4.36K -28 -0.6%
LCM
424
Laurion Capital Management
New York
$685K +$685K +4,400 New
JCM
425
Janney Capital Management
Pennsylvania
$681K -$75.3K -484 -10%
15 16
17
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