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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 %
CB
451
Chemical Bank
Michigan
$539K – – –
Janney Montgomery Scott
452
Janney Montgomery Scott
Pennsylvania
$537K +$115K +739 +27%
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$533K – – –
AT
454
Arden Trust
Delaware
$514K -$4.05K -26 -0.8%
V
455
Veritable
Delaware
$514K +$4.36K +28 +0.9%
FTIOP
456
Fiduciary Trust International of Pennsylvania
Pennsylvania
$503K -$7.79K -50 -2%
PA
457
Profund Advisors
Maryland
$502K -$146K -939 -23%
OC
458
Oarsman Capital
Wisconsin
$500K +$500K +3,213 New
MSV
459
MN Services Vermogensbeheer
Netherlands
$498K +$14.1K +97 +3%
KA
460
Kovack Advisors
Florida
$498K +$498K +3,196 New
CSIC
461
Clifford Swan Investment Counsel
California
$495K -$22.1K -142 -4%
SPC
462
Sigma Planning Corp
Michigan
$490K -$467 -3 -0.1%
GHCM
463
Glen Harbor Capital Management
California
$490K +$27.4K +176 +6%
SWP
464
Stratos Wealth Partners
Ohio
$489K +$204K +1,313 +72%
FFA
465
First Foundation Advisors
California
$477K +$5.13K +33 +1%
BCM
466
Birmingham Capital Management
Alabama
$467K – – –
RC
467
RBF Capital
California
$467K – – –
Fayez Sarofim & Co
468
Fayez Sarofim & Co
Texas
$467K +$15.6K +100 +3%
AIP
469
Ameritas Investment Partners
Nebraska
$461K -$21K -135 -4%
MIHAS
470
Maj Invest Holding A/S
Denmark
$457K -$89.3K -574 -16%
QI
471
QS Investors
New York
$451K – – –
CONA
472
Capital One National Association
New York
$449K +$449K +2,884 New
WT
473
Washington Trust
Rhode Island
$447K -$15.6K -100 -3%
MAM
474
Meeder Asset Management
Ohio
$437K -$388K -2,492 -47%
SC
475
Savant Capital
Illinois
$432K -$3.11K -20 -0.7%
17 18
19
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