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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 %
OC
501
Oarsman Capital
Wisconsin
$585K -$19.6K -100 -3%
ST
502
Smithfield Trust
Pennsylvania
$583K +$2.36K +12 +0.4%
CTC
503
Central Trust Company
Missouri
$575K – – –
CM
504
Castleark Management
Illinois
$573K – – –
QI
505
QS Investors
New York
$571K -$1.18K -6 -0.2%
CA
506
Cetera Advisors
Colorado
$570K -$37K -189 -6%
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$570K +$19K +97 +3%
MML Investors Services
508
MML Investors Services
Massachusetts
$569K -$148K -751 -21%
WT
509
Washington Trust
Rhode Island
$563K – – –
AP
510
Advisor Partners
California
$560K +$45.6K +224 +9%
GAM
511
Griffin Asset Management
New York
$557K -$1.24M -6,321 -69%
AIP
512
Ameritas Investment Partners
Nebraska
$556K -$24.5K -125 -4%
CSIC
513
Clifford Swan Investment Counsel
California
$555K -$49.1K -250 -8%
SFA
514
Stewardship Financial Advisors
Georgia
$548K – – –
ICA
515
Infrastructure Capital Advisors
New York
$548K +$548K +2,790 New
NBG
516
Nancy B. Gardiner
$547K -$1,000K -5,109 -65%
Assenagon Asset Management
517
Assenagon Asset Management
Luxembourg
$543K -$290K -1,475 -35%
BCM
518
Birmingham Capital Management
Alabama
$540K -$49.1K -250 -8%
LJHT
519
Laurie J. Hall Trustee
$537K +$9.82K +50 +2%
SC
520
Savant Capital
Illinois
$532K -$19.2K -98 -3%
TRCT
521
Tower Research Capital (TRC)
New York
$532K +$517K +2,632 +3,463%
AF
522
Allworth Financial
California
$530K – – –
SWP
523
Stratos Wealth Partners
Ohio
$530K – – –
VIA
524
Virtus Investment Advisers
Connecticut
$526K -$256K -1,305 -33%
APP
525
Avantax Planning Partners
Iowa
$509K -$589 -3 -0.1%
19 20
21
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