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Rockwell Automation
ROK

Overview Fund Activity

792 hedge funds and large institutions have $16.4B invested in Rockwell Automation in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-9
Holders Change %
-1.12%
% of All Funds
18.18%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
82
Increased
261
Reduced
285
Closed
84
Calls
$76.1M
Puts
$97.8M
Net Calls
-$21.7M
Net Calls Change
+$62.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$97.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$96M
3
Lazard Asset Management
Lazard Asset Management
New York
+$79.1M
4
American Century Companies
American Century Companies
Missouri
+$66.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$45.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$155M
2
State Street
State Street
Massachusetts
-$66.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$63.9M
4
PP
Prudential plc
United Kingdom
-$56.2M
5
SAM
Scopus Asset Management
New York
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
426
Fayerweather Charles
$946K -$69.3K -398 -7%
HAM
427
Highstreet Asset Management
Ontario, Canada
$934K -$40.9K -235 -4%
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
$934K +$24.4K +140 +3%
PI
429
Pettee Investors
Connecticut
$933K +$51.2K +294 +6%
LMGAM
430
Liberty Mutual Group Asset Management
Massachusetts
$891K – – –
FWM
431
Focused Wealth Management
New York
$886K +$886K +5,085 New
PVAM
432
Pacific View Asset Management
California
$872K +$575K +3,303 +194%
GIA
433
Guyasuta Investment Advisors
Pennsylvania
$871K +$1.57K +9 +0.2%
SACTSONJ
434
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$871K +$174K +1,000 +25%
Pacer Advisors
435
Pacer Advisors
Pennsylvania
$857K +$138K +792 +19%
NRS
436
Neville Rodie & Shaw
New York
$854K -$17.3K -99 -2%
WAM
437
Wealthspire Advisors (Maryland)
Maryland
$845K -$7.84K -45 -0.9%
CI
438
Cigna Investments
Connecticut
$831K -$5.75K -33 -0.7%
LIA
439
LS Investment Advisors
Michigan
$823K -$2.44K -14 -0.3%
1SB
440
1ST Source Bank
Indiana
$820K +$104K +597 +15%
APFBOT
441
Amica Pension Fund Board of Trustees
Rhode Island
$807K – – –
CG
442
Cutler Group
California
$803K -$12.2K -70 -1%
PIA
443
Piedmont Investment Advisors
North Carolina
$801K +$174 +1 +0%
MYAM
444
Meiji Yasuda Asset Management
Japan
$793K +$495K +2,845 +166%
BTW
445
Boston Trust Walden
Massachusetts
$784K – – –
CAN
446
Cetera Advisor Networks
California
$777K +$22.6K +130 +3%
BHC
447
Bowen Hanes & Co
Florida
$775K – – –
TPWA
448
TRUE Private Wealth Advisors
Oregon
$773K +$47.8K +275 +7%
NIC
449
Northwest Investment Counselors
Oregon
$749K -$749K -4,301 -50%
FCFC
450
First Commonwealth Financial Corp
Pennsylvania
$748K – – –
16 17
18
19 20