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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
$141M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$109M
3
Lazard Asset Management
Lazard Asset Management
New York
$553M
4
American Century Companies
American Century Companies
Missouri
$68.8M
5
Deutsche Bank
Deutsche Bank
Germany
$119M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.5M
2
State Street
State Street
Massachusetts
$895M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.13M
4
PP
Prudential plc
United Kingdom
$25.7M
5
SAM
Scopus Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
26
Primecap Management
California
$127M -$422K -2,420 -0.3%
CS
27
Credit Suisse
Switzerland
$126M +$26.7M +153,248 +27%
Deutsche Bank
28
Deutsche Bank
Germany
$119M +$45.6M +261,697 +62%
DZ Bank
29
DZ Bank
Germany
$109M -$5.86M -33,648 -5%
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$109M +$96M +548,579 +760%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$104M +$20.1M +115,313 +24%
Axa
32
Axa
France
$104M +$9.22M +52,953 +10%
Charles Schwab
33
Charles Schwab
California
$79.7M -$35.4M -202,936 -31%
Capital Research Global Investors
34
Capital Research Global Investors
California
$78.4M – – –
Morgan Stanley
35
Morgan Stanley
New York
$77.9M +$7.96M +45,689 +11%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$75.6M +$35.4M +203,100 +88%
ClearBridge Investments
37
ClearBridge Investments
New York
$73.7M -$4.71M -27,041 -6%
TA
38
Teachers Advisors
New York
$73.5M -$23.7M -136,251 -24%
Swiss National Bank
39
Swiss National Bank
Switzerland
$71.8M -$10.6M -61,100 -13%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$69.7M -$3M -17,208 -4%
American Century Companies
41
American Century Companies
Missouri
$68.8M +$66.1M +379,662 +2,454%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$66.8M -$2.11M -12,094 -3%
GF
43
Gabelli Funds
New York
$65.5M -$766K -4,400 -1%
CAM
44
Congress Asset Management
Massachusetts
$64.6M -$2.39M -13,709 -4%
AllianceBernstein
45
AllianceBernstein
Tennessee
$63.2M -$2.2M -12,610 -3%
Luther King Capital Management (LKCM)
46
Luther King Capital Management (LKCM)
Texas
$60.8M +$13.8M +79,445 +30%
APG Asset Management
47
APG Asset Management
Netherlands
$59.9M -$6.22M -43,900 -9%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$59.2M +$22.6M +130,000 +62%
WJA
49
Williams Jones & Associates
New York
$58.1M +$20.6M +118,010 +55%
AIM
50
Artemis Investment Management
United Kingdom
$57.9M +$3.24M +18,525 +6%
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