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Rockwell Automation
ROK

Overview Fund Activity

816 hedge funds and large institutions have $13.2B invested in Rockwell Automation in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 229 increasing their positions, 320 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
18.21%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
120
Increased
229
Reduced
320
Closed
114
Calls
$106M
Puts
$86M
Net Calls
+$20.3M
Net Calls Change
-$193M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.49B
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$121M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$105M
4
CVA
4
Ceredex Value Advisors
Florida
$72.2M
5
Ameriprise
5
Ameriprise
Minnesota
$82.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$27.3M
2
Bank of America
2
Bank of America
North Carolina
$433M
3
DZ Bank
3
DZ Bank
Germany
$30.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$78.7M
5
AC
5
Alleghany Corporation
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$88.1M -$20.9M -139,149 -19%
Ameriprise
27
Ameriprise
Minnesota
$82.7M +$56.5M +375,255 +215%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$82M +$12.9M +86,007 +19%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$78.7M -$52.5M -348,788 -40%
Axa
30
Axa
France
$75M -$8.24M -54,788 -10%
Charles Schwab
31
Charles Schwab
California
$74.1M +$1.64M +10,886 +2%
CVA
32
Ceredex Value Advisors
Florida
$72.2M +$57.7M +383,268 +396%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$71.7M +$10.7M +71,581 +17%
Luther King Capital Management (LKCM)
34
Luther King Capital Management (LKCM)
Texas
$66.7M -$5.37M -35,668 -7%
Deutsche Bank
35
Deutsche Bank
Germany
$65.4M -$4.03M -26,767 -6%
Man Group
36
Man Group
United Kingdom
$63.3M +$7.26M +48,253 +13%
ClearBridge Investments
37
ClearBridge Investments
New York
$61.4M -$1.2M -7,958 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$60.2M -$90.3K -600 -0.1%
AllianceBernstein
39
AllianceBernstein
Tennessee
$55.1M -$11.2M -74,134 -17%
Invesco
40
Invesco
Georgia
$54.5M +$5.95M +39,551 +12%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$54.3M +$20.2M +134,463 +59%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$54.2M +$1.5M +10,000 +3%
GF
43
Gabelli Funds
New York
$52.1M -$1.69M -11,200 -3%
PPA
44
Parametric Portfolio Associates
Washington
$51.7M +$3.06M +20,325 +6%
NC
45
Nitorum Capital
New York
$47.3M +$15.3M +101,705 +48%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$47M -$3.62M -24,030 -7%
Morgan Stanley
47
Morgan Stanley
New York
$46.9M -$11.6M -77,172 -20%
SC
48
Saturna Capital
Washington
$45.1M – – –
FCM
49
Frontier Capital Management
Massachusetts
$45M -$1.85M -12,310 -4%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$44.4M -$136K -907 -0.3%
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