ROK icon

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 %
W
476
Wealthfront
California
$429K +$61.7K +396 +17%
Pacer Advisors
477
Pacer Advisors
Pennsylvania
$428K +$13.7K +88 +3%
IH
478
IFC Holdings
Florida
$426K +$6.85K +44 +2%
AF
479
Allworth Financial
California
$420K – – –
Bessemer Group
480
Bessemer Group
New Jersey
$413K -$64.3K -413 -13%
CCA
481
Cobblestone Capital Advisors
New York
$408K -$3.12K -20 -0.8%
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$406K +$19K +122 +5%
EMB
483
Elefante Mark B
$405K +$70.9K +455 +21%
PTC
484
Private Trust Company
Ohio
$403K -$140K -900 -26%
CTC
485
Central Trust Company
Missouri
$400K -$4.51K -29 -1%
AP
486
Advisor Partners
California
$398K +$70K +450 +21%
II
487
IFM Investors
Australia
$396K +$142K +916 +56%
WPW
488
Waldron Private Wealth
Pennsylvania
$395K +$44.4K +286 +13%
FIM
489
Foresters Investment Management
New York
$394K +$394K +2,532 New
RHBC
490
R.H. Bluestein & Co
Michigan
$393K – – –
CL
491
Choreo LLC
Illinois
$388K -$25.7K -165 -6%
PL
492
Plancorp LLC
Missouri
$383K – – –
ABC
493
Associated Banc-Corp
Wisconsin
$380K +$2.34K +15 +0.6%
TSS
494
Two Sigma Securities
New York
$376K +$376K +2,415 New
TG
495
TLP Group
Illinois
$374K +$374K +2,400 New
MIP
496
Marietta Investment Partners
Wisconsin
$373K +$21.5K +138 +6%
NIPH
497
NN Investment Partners Holdings
Netherlands
$366K +$113K +725 +45%
MC
498
Middleton & Co
Massachusetts
$360K – – –
AIM
499
ARK Investment Management
Florida
$358K -$47K -302 -12%
NA
500
Neuburgh Advisers
California
$356K +$19.9K +128 +6%
18 19
20
21 22