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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 %
LCM
451
Landscape Capital Management
New Jersey
$747K +$747K +4,286 New
AMI
452
Amica Mutual Insurance
Rhode Island
$737K -$192K -1,099 -21%
LWM
453
Lyons Wealth Management
Florida
$737K +$19.5K +112 +3%
CG
454
Clinton Group
New York
$730K +$730K +4,188 New
Bessemer Group
455
Bessemer Group
New Jersey
$728K +$323K +1,855 +80%
PTC
456
Private Trust Company
Ohio
$723K +$74.3K +427 +11%
ST
457
Sabal Trust
Florida
$708K +$48.8K +280 +7%
FPCP
458
Fort Point Capital Partners
California
$707K +$1.05K +6 +0.1%
II
459
IFM Investors
Australia
$707K +$66.9K +384 +10%
NA
460
Neuburgh Advisers
California
$697K -$25.1K -144 -3%
TC
461
Telemus Capital
Michigan
$694K +$104K +595 +18%
PA
462
Profund Advisors
Maryland
$692K -$55.2K -317 -7%
UCFA
463
United Capital Financial Advisors
Texas
$689K -$88.3K -507 -11%
SRAM
464
Stone Ridge Asset Management
New York
$684K – – –
MC
465
Moors & Cabot
Massachusetts
$678K +$20.6K +118 +3%
BTS
466
BB&T Securities
Virginia
$673K +$400K +2,300 +147%
MF
467
Magnetar Financial
Illinois
$673K +$673K +3,866 New
BPC
468
Banque Pictet & Cie
Switzerland
$662K +$662K +3,800 New
EOJOAM
469
E. Ohman J:or Asset Management
Sweden
$662K – – –
AIL
470
AGF Investments LLC
Ontario, Canada
$656K -$153K -876 -19%
CI
471
Conning Inc
Connecticut
$646K +$3.48K +20 +0.5%
MAM
472
Meeder Asset Management
Ohio
$637K -$293K -1,684 -32%
BOH
473
Bank of Hawaii
Hawaii
$631K -$38.3K -220 -6%
RB
474
Rodgers Brothers
Pennsylvania
$626K – – –
W
475
Wealthfront
California
$619K -$167K -959 -21%
17 18
19
20 21