ROK icon

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 %
LCM
501
Landscape Capital Management
New Jersey
$447K +$447K +2,508 New
OC
502
Oppenheimer & Co
New York
$439K +$126K +708 +40%
LS
503
Livforsakringsbolaget Skandia
Sweden
$434K -$856K -4,800 -66%
MIP
504
Marietta Investment Partners
Wisconsin
$427K – – –
FCI
505
Financial Counselors Inc
Kansas
$422K +$131K +735 +45%
EMB
506
Elefante Mark B
$421K -$47.2K -265 -10%
ABC
507
Associated Banc-Corp
Wisconsin
$415K -$357 -2 -0.1%
DCM
508
Dynamic Capital Management
Jersey
$412K -$614K -3,446 -60%
MC
509
Middleton & Co
Massachusetts
$412K – – –
CL
510
Choreo LLC
Illinois
$410K +$3.74K +21 +0.9%
FA
511
FDx Advisors
Illinois
$405K -$347K -1,946 -46%
CIA
512
Choate Investment Advisors
Massachusetts
$393K – – –
HCM
513
Howland Capital Management
Massachusetts
$393K – – –
SB
514
Simmons Bank
Arkansas
$392K – – –
SFA
515
Sequoia Financial Advisors
Ohio
$392K +$30.8K +173 +9%
QIM
516
Quest Investment Management
Oregon
$390K -$8.01K -45 -2%
EA
517
Edge Advisors
Georgia
$390K +$4.27K +24 +1%
JIC
518
Johnson Investment Counsel
Ohio
$386K +$107K +600 +38%
NA
519
Neuburgh Advisers
California
$385K -$14.3K -80 -4%
PCM
520
Penserra Capital Management
California
$383K +$45.4K +252 +13%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$379K -$178 -1 -0%
CHA
522
Cedar Hill Associates
Illinois
$379K +$379K +2,125 New
NPC
523
National Planning Corporation
California
$371K +$21K +118 +6%
FMT
524
First Mercantile Trust
Tennessee
$361K +$109K +611 +43%
FNBT
525
FineMark National Bank & Trust
Florida
$352K +$9.61K +54 +3%
19 20
21
22 23