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Rockwell Automation
ROK

Overview Fund Activity

691 hedge funds and large institutions have $15B invested in Rockwell Automation in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 243 increasing their positions, 236 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+36
Holders Change %
+5.5%
% of All Funds
17.23%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.32%
New
96
Increased
243
Reduced
236
Closed
50
Calls
$48.3M
Puts
$99.5M
Net Calls
-$51.1M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$88.5M
4
Franklin Resources
Franklin Resources
California
+$85.1M
5
FAM
Fred Alger Management
New York
+$84.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$197M
2
Capital World Investors
Capital World Investors
California
-$187M
3
FMI
Fiduciary Management Inc
Wisconsin
-$162M
4
Harris Associates
Harris Associates
Illinois
-$129M
5
American Century Companies
American Century Companies
Missouri
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBG
551
Lloyds Banking Group
United Kingdom
$253K -$21.5K -138 -8%
PWW
552
Pettyjohn Wood & White
Virginia
$251K – – –
SI
553
Stephens Inc
Arkansas
$250K -$7K -45 -3%
FAAS
554
First Allied Advisory Services
California
$250K -$5.6K -36 -2%
PCMC
555
Paragon Capital Management (Colorado)
Colorado
$250K +$250K +1,608 New
HCM
556
Hengehold Capital Management
Ohio
$249K -$62.3K -400 -20%
CSA
557
Cottage Street Advisors
Massachusetts
$249K – – –
TIA
558
Tiemann Investment Advisors
California
$245K +$7.78K +50 +3%
JIC
559
Johnson Investment Counsel
Ohio
$245K +$245K +1,579 New
SOADOR
560
State of Alaska Department of Revenue
Alaska
$243K +$243K +1,561 New
Los Angeles Capital Management
561
Los Angeles Capital Management
California
$242K – – –
WB
562
Webster Bank
Connecticut
$241K – – –
ICOA
563
Investment Centers of America
North Dakota
$240K +$240K +1,543 New
DP
564
Dearborn Partners
Illinois
$236K – – –
FMT
565
First Mercantile Trust
Tennessee
$231K -$935 -6 -0.4%
GLA
566
Great Lakes Advisors
Illinois
$226K -$84.2K -540 -27%
ATIA
567
American Trust Investment Advisors
New Hampshire
$226K +$226K +1,450 New
BCM
568
BTC Capital Management
Iowa
$226K +$226K +1,452 New
HCM
569
Hutchinson Capital Management
California
$225K +$225K +1,450 New
UF
570
Univest Financial
Pennsylvania
$224K +$224K +1,438 New
PCM
571
Parsons Capital Management
Rhode Island
$218K +$218K +1,400 New
ONB
572
Old National Bancorp
Indiana
$216K +$216K +1,385 New
KIA
573
KCM Investment Advisors
California
$216K +$216K +1,388 New
SCI
574
S&CO Inc
Massachusetts
$216K +$216K +1,390 New
HAIM
575
Hunter Associates Investment Management
Pennsylvania
$215K +$215K +1,380 New
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