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Rockwell Automation
ROK

Overview Fund Activity

713 hedge funds and large institutions have $17.1B invested in Rockwell Automation in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+10
Holders Change %
+1.42%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
59
Increased
250
Reduced
260
Closed
44
Calls
$108M
Puts
$285M
Net Calls
-$177M
Net Calls Change
-$163M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$89.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$46.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.8M
4
APG Asset Management
APG Asset Management
Netherlands
+$35.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.5M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
-$116M
2
SAC
Smith Affiliated Capital
New York
-$86.2M
3
American Century Companies
American Century Companies
Missouri
-$82.7M
4
Capital International Investors
Capital International Investors
California
-$53.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
551
AssetMark Inc
California
$301K +$36.9K +207 +14%
CIA
552
Capital Investment Advisors
Georgia
$296K – – –
UB
553
UMB Bank
Missouri
$290K +$535 +3 +0.2%
CG
554
Colony Group
Massachusetts
$289K -$16.8K -94 -5%
TC
555
Telemus Capital
Michigan
$285K -$312K -1,752 -52%
CSA
556
Cottage Street Advisors
Massachusetts
$285K – – –
HCM
557
Hengehold Capital Management
Ohio
$285K – – –
KF
558
Krilogy Financial
Missouri
$285K +$285K +1,600 New
FRM
559
Fox Run Management
Connecticut
$285K +$285K +1,600 New
IR
560
Invictus RG
Bermuda
$282K +$282K +1,581 New
RIM
561
Rampart Investment Management
Connecticut
$281K -$23.4K -131 -8%
TIA
562
Tiemann Investment Advisors
California
$281K – – –
FAAS
563
First Allied Advisory Services
California
$279K -$6.61K -37 -2%
NCMW
564
Northern Capital Management (Wisconsin)
Wisconsin
$272K -$44.6K -250 -14%
DP
565
Dearborn Partners
Illinois
$270K – – –
GRP
566
Global Retirement Partners
California
$269K +$243K +1,365 +955%
CCG
567
Ceeto Capital Group
Florida
$267K +$267K +1,500 New
Fuller & Thaler Asset Management
568
Fuller & Thaler Asset Management
California
$267K +$125K +700 +88%
BP
569
Ballentine Partners
Massachusetts
$266K -$711 -4 -0.3%
RC
570
RegentAtlantic Capital
New Jersey
$262K -$28.3K -159 -10%
MBTD
571
Mechanics Bank - Trust Department
California
$260K -$87K -488 -25%
BCM
572
BTC Capital Management
Iowa
$259K – – –
ATIA
573
American Trust Investment Advisors
New Hampshire
$258K – – –
UF
574
Univest Financial
Pennsylvania
$256K – – –
PNC
575
Park National Corp
Ohio
$250K -$8.04K -45 -3%
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