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Rockwell Automation
ROK

Overview Fund Activity

804 hedge funds and large institutions have $14.1B invested in Rockwell Automation in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 272 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
-15
Holders Change %
-1.83%
% of All Funds
17.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
83
Increased
284
Reduced
272
Closed
86
Calls
$132M
Puts
$87.5M
Net Calls
+$44.3M
Net Calls Change
+$56.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$220M
2
TCM
TimesSquare Capital Management
New York
+$70.9M
3
JIM
Jupiter Investment Management
United Kingdom
+$59.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.8M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$37.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$362M
2
Ameriprise
Ameriprise
Minnesota
-$147M
3
Millennium Management
Millennium Management
New York
-$91.5M
4
Axa
Axa
France
-$73.7M
5
Primecap Management
Primecap Management
California
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
501
Birmingham Capital Management
Alabama
$467K – – –
VCA
502
Verdence Capital Advisors
Maryland
$466K +$137K +835 +42%
AP
503
Advisor Partners
California
$462K -$8.2K -50 -2%
Wealthfront Advisers
504
Wealthfront Advisers
California
$451K -$81K -494 -15%
TCOO
505
Trust Company of Oklahoma
Oklahoma
$446K – – –
FFA
506
First Foundation Advisors
California
$445K +$820 +5 +0.2%
P
507
Pitcairn
Pennsylvania
$443K -$77.7K -474 -15%
WT
508
Washington Trust
Rhode Island
$441K -$3.94K -24 -0.9%
APP
509
Avantax Planning Partners
Iowa
$441K +$630 +4 +0.1%
FAAS
510
First Allied Advisory Services
California
$439K -$24.7K -151 -5%
Fayez Sarofim & Co
511
Fayez Sarofim & Co
Texas
$438K – – –
AAS
512
Avantax Advisory Services
Texas
$438K +$27.5K +168 +7%
SFA
513
Stewardship Financial Advisors
Georgia
$437K – – –
SWP
514
Stratos Wealth Partners
Ohio
$434K -$3.77K -23 -0.9%
FHB
515
First Hawaiian Bank
Hawaii
$433K +$2.45K +15 +0.6%
SC
516
Savant Capital
Illinois
$428K -$4.91K -30 -1%
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
$427K +$427K +2,604 New
OC
518
Oppenheimer & Co
New York
$417K -$26.9K -164 -6%
IRF
519
IBM Retirement Fund
New York
$414K -$1.96K -12 -0.5%
MA
520
MONECO Advisors
Connecticut
$410K +$1.48K +9 +0.4%
CB
521
Chemical Bank
Michigan
$409K – – –
KRSITF
522
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$404K +$14.9K +91 +4%
CANY
523
Caxton Associates (New York)
New York
$403K +$403K +2,460 New
MIP
524
Marietta Investment Partners
Wisconsin
$402K – – –
MIA
525
MainStreet Investment Advisors
Illinois
$396K +$396K +2,420 New
19 20
21
22 23