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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 %
PL
501
Parkwood LLC
Ohio
$352K +$352K +2,260 New
LJHT
502
Laurie J. Hall Trustee
$351K – – –
QIM
503
Quest Investment Management
Oregon
$348K – – –
VanEck Associates
504
VanEck Associates
New York
$348K +$21K +135 +6%
CIA
505
Choate Investment Advisors
Massachusetts
$346K +$346K +2,225 New
HCM
506
Howland Capital Management
Massachusetts
$343K -$15.1K -97 -4%
SB
507
Simmons Bank
Arkansas
$343K – – –
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$330K +$71.6K +460 +28%
PP
509
Paloma Partners
Connecticut
$329K -$3.75M -24,143 -92%
BCM
510
Bluefin Capital Management
New York
$327K +$327K +2,100 New
HA
511
Harfst & Associates
Wyoming
$327K +$327K +2,103 New
STB
512
S&T Bank
Pennsylvania
$319K -$31.1K -200 -9%
EA
513
Edge Advisors
Georgia
$316K +$65.4K +422 +26%
TMAM
514
Tokio Marine Asset Management
Japan
$315K -$107K -685 -25%
SFA
515
Sequoia Financial Advisors
Ohio
$315K – – –
BC
516
Burney Company
Virginia
$313K -$42.9K -275 -12%
CB
517
Community Bank
New York
$311K – – –
DT
518
Diversified Trust
Tennessee
$310K -$89.5K -575 -22%
MBTD
519
Mechanics Bank - Trust Department
California
$303K – – –
NB
520
NBT Bank
New York
$302K -$4.67K -30 -2%
RWP
521
RWA Wealth Partners
Massachusetts
$302K +$302K +1,937 New
MCM
522
McKinley Capital Management
Alaska
$301K – – –
IRF
523
IBM Retirement Fund
New York
$300K -$2.22M -10,711 -88%
FNBT
524
FineMark National Bank & Trust
Florida
$299K -$28.5K -183 -9%
MPI
525
Mairs & Power Inc
Minnesota
$299K +$299K +1,923 New
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