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Rockwell Automation
ROK

Overview Fund Activity

792 hedge funds and large institutions have $16.4B invested in Rockwell Automation in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-9
Holders Change %
-1.12%
% of All Funds
18.18%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
82
Increased
261
Reduced
285
Closed
84
Calls
$76.1M
Puts
$97.8M
Net Calls
-$21.7M
Net Calls Change
+$62.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$97.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$96M
3
Lazard Asset Management
Lazard Asset Management
New York
+$79.1M
4
American Century Companies
American Century Companies
Missouri
+$66.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$45.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$155M
2
State Street
State Street
Massachusetts
-$66.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$63.9M
4
PP
Prudential plc
United Kingdom
-$56.2M
5
SAM
Scopus Asset Management
New York
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
526
Argent Trust
Texas
$469K +$99.3K +570 +27%
AP
527
Advisor Partners
California
$466K -$13.4K -77 -3%
OC
528
Oarsman Capital
Wisconsin
$464K -$54.8K -315 -11%
AC
529
Arjuna Capital
North Carolina
$464K +$464K +2,662 New
AIP
530
Ameritas Investment Partners
Nebraska
$463K -$30.7K -176 -6%
PFS
531
Prospera Financial Services
Texas
$455K +$14.2K +82 +3%
APP
532
Avantax Planning Partners
Iowa
$452K – – –
QAM
533
QCI Asset Management
New York
$446K – – –
CCA
534
Cobblestone Capital Advisors
New York
$442K – – –
NBG
535
Nancy B. Gardiner
$435K -$51.3K -295 -11%
JIC
536
Johnson Investment Counsel
Ohio
$434K +$56.5K +325 +15%
PP
537
Paloma Partners
Connecticut
$430K -$211K -1,210 -33%
GAM
538
Griffin Asset Management
New York
$426K -$68.5K -393 -14%
EA
539
Edge Advisors
Georgia
$424K -$5.74K -33 -1%
TG
540
TLP Group
Illinois
$424K +$275K +1,582 +185%
MIP
541
Marietta Investment Partners
Wisconsin
$417K – – –
CL
542
Choreo LLC
Illinois
$415K +$522 +3 +0.1%
ZCA
543
Zeke Capital Advisors
Pennsylvania
$415K +$66.2K +380 +19%
KI
544
Koch Industries
Kansas
$409K +$91.1K +523 +29%
KIA
545
KCM Investment Advisors
California
$408K +$171K +983 +72%
MC
546
Middleton & Co
Massachusetts
$403K – – –
TSS
547
Two Sigma Securities
New York
$403K +$403K +2,316 New
HCM
548
Howland Capital Management
Massachusetts
$401K +$17.4K +100 +5%
GCA
549
Greenwood Capital Associates
South Carolina
$398K +$165K +950 +71%
OWA
550
One Wealth Advisors
California
$396K -$44.7K -257 -10%
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