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Rockwell Automation
ROK

Overview Fund Activity

713 hedge funds and large institutions have $17.1B invested in Rockwell Automation in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+10
Holders Change %
+1.42%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
59
Increased
250
Reduced
260
Closed
44
Calls
$108M
Puts
$285M
Net Calls
-$177M
Net Calls Change
-$163M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$278M
2
Citadel Advisors
Citadel Advisors
Florida
$47.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$254M
4
APG Asset Management
APG Asset Management
Netherlands
$58.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$37.3M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
$23.5M
2
SAC
Smith Affiliated Capital
New York
$94.8M
3
American Century Companies
American Century Companies
Missouri
$64.5M
4
Capital International Investors
Capital International Investors
California
$122M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
476
Birmingham Capital Management
Alabama
$535K – – –
Fayez Sarofim & Co
477
Fayez Sarofim & Co
Texas
$535K – – –
RC
478
RBF Capital
California
$535K – – –
CG
479
Caprock Group
Idaho
$534K -$205K -1,150 -28%
GHCM
480
Glen Harbor Capital Management
California
$529K -$19.6K -110 -4%
ST
481
Smithfield Trust
Pennsylvania
$527K – – –
CA
482
Commerzbank Aktiengesellschaft
Germany
$523K +$523K +2,932 New
CTC
483
Central Trust Company
Missouri
$522K -$30.1K -169 -5%
CM
484
Castleark Management
Illinois
$520K – – –
QI
485
QS Investors
New York
$519K +$1.07K +6 +0.2%
IH
486
IFC Holdings
Florida
$513K +$892 +5 +0.2%
WT
487
Washington Trust
Rhode Island
$511K – – –
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$501K +$26.6K +149 +6%
SC
489
Savant Capital
Illinois
$500K +$5.34K +30 +1%
SFA
490
Stewardship Financial Advisors
Georgia
$497K +$162K +908 +48%
EP
491
Edgestream Partners
New Jersey
$490K +$490K +2,748 New
AIP
492
Ameritas Investment Partners
Nebraska
$485K – – –
SWP
493
Stratos Wealth Partners
Ohio
$481K -$22.3K -125 -4%
AF
494
Allworth Financial
California
$481K – – –
SSG
495
Summit Securities Group
New York
$481K +$481K +2,700 New
LJHT
496
Laurie J. Hall Trustee
$478K +$55.2K +310 +13%
APP
497
Avantax Planning Partners
Iowa
$463K – – –
CCA
498
Cobblestone Capital Advisors
New York
$456K -$11.2K -63 -2%
AP
499
Advisor Partners
California
$451K -$6.96K -39 -2%
RHBC
500
R.H. Bluestein & Co
Michigan
$450K – – –
18 19
20
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