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Rockwell Automation
ROK

Overview Fund Activity

801 hedge funds and large institutions have $18.4B invested in Rockwell Automation in 2017 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 243 increasing their positions, 281 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+88
Holders Change %
+12.34%
% of All Funds
18.19%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.36%
New
134
Increased
243
Reduced
281
Closed
40
Calls
$94.3M
Puts
$178M
Net Calls
-$83.9M
Net Calls Change
+$93.4M

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$89.2M
2
UBS AM
UBS AM
Illinois
+$66.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$57.4M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$39.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$38.1M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$142M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$128M
3
Ameriprise
Ameriprise
Minnesota
-$95.4M
4
Capital International Investors
Capital International Investors
California
-$95.2M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
476
AssetMark Inc
California
$700K +$369K +1,877 +111%
WEC
477
Winslow Evans & Crocker
Massachusetts
$695K +$30.6K +156 +5%
IRF
478
IBM Retirement Fund
New York
$672K +$857 +4 +0.1%
SW
479
SVB Wealth
Massachusetts
$671K -$9.82K -50 -1%
KRSITF
480
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$670K +$1.18K +6 +0.2%
V
481
Veritable
Delaware
$666K +$9.62K +49 +1%
TC
482
Telemus Capital
Michigan
$665K +$351K +1,789 +112%
SBIA
483
Sheaff Brock Investment Advisors
Indiana
$656K -$16.5K -84 -2%
JCM
484
Janney Capital Management
Pennsylvania
$654K – – –
MERSOM
485
Municipal Employees' Retirement System of Michigan
Michigan
$652K – – –
AT
486
Arden Trust
Delaware
$649K – – –
SPC
487
Sigma Planning Corp
Michigan
$646K -$12.2K -62 -2%
CONA
488
Capital One National Association
New York
$629K -$12.6K -64 -2%
FTIOP
489
Fiduciary Trust International of Pennsylvania
Pennsylvania
$628K -$6.68K -34 -1%
TL
490
TrueWealth LLC
Georgia
$628K +$628K +3,200 New
AA
491
ALPS Advisors
Colorado
$621K -$2.95K -15 -0.5%
CG
492
Caprock Group
Idaho
$620K -$3.75K -18 -0.6%
HA
493
Harfst & Associates
Wyoming
$616K +$9.22K +47 +2%
RFC
494
Regions Financial Corp
Alabama
$610K -$59.1K -301 -9%
CB
495
Chemical Bank
Michigan
$608K -$9.81K -50 -2%
FFA
496
First Foundation Advisors
California
$602K – – –
FIM
497
Frontier Investment Management
Texas
$594K -$160K -817 -21%
Fayez Sarofim & Co
498
Fayez Sarofim & Co
Texas
$589K – – –
RC
499
RBF Capital
California
$589K – – –
CA
500
Calton & Associates
Florida
$589K +$589K +2,881 New
18 19
20
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