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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 %
PFS
526
Prospera Financial Services
Texas
$507K -$184K -922 -27%
QAM
527
QCI Asset Management
New York
$503K +$500K +2,550 +19,615%
AR
528
Advisory Research
Illinois
$499K -$753K -3,835 -60%
CCA
529
Cobblestone Capital Advisors
New York
$498K -$3.93K -20 -0.8%
OWA
530
One Wealth Advisors
California
$497K +$497K +2,532 New
RHBC
531
R.H. Bluestein & Co
Michigan
$495K – – –
PCM
532
Penserra Capital Management
California
$494K +$77.6K +396 +19%
NL
533
NVWM LLC
Pennsylvania
$494K +$494K +2,518 New
CHA
534
Cedar Hill Associates
Illinois
$491K +$73.7K +375 +18%
WG
535
Winton Group
United Kingdom
$487K -$671K -3,415 -58%
EA
536
Edge Advisors
Georgia
$484K +$54.8K +280 +13%
IH
537
IFC Holdings
Florida
$480K -$87.9K -445 -15%
MIP
538
Marietta Investment Partners
Wisconsin
$470K – – –
CL
539
Choreo LLC
Illinois
$468K +$15.5K +79 +3%
GLA
540
Great Lakes Advisors
Illinois
$468K +$130K +662 +38%
ABC
541
Associated Banc-Corp
Wisconsin
$463K +$6.48K +33 +1%
Bessemer Group
542
Bessemer Group
New Jersey
$456K -$6.29M -32,076 -93%
MC
543
Middleton & Co
Massachusetts
$454K – – –
Renaissance Technologies
544
Renaissance Technologies
New York
$452K +$452K +2,300 New
GRP
545
Global Retirement Partners
California
$451K +$155K +788 +52%
CB
546
Community Bank
New York
$445K +$60.9K +310 +16%
HCM
547
Howland Capital Management
Massachusetts
$433K – – –
SB
548
Simmons Bank
Arkansas
$432K – – –
QIM
549
Quest Investment Management
Oregon
$430K – – –
SI
550
Stephens Inc
Arkansas
$429K +$58.9K +300 +16%
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