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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 %
JIC
551
Johnson Investment Counsel
Ohio
$426K +$588 +3 +0.1%
SFA
552
Sequoia Financial Advisors
Ohio
$422K -$10.2K -52 -2%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$417K – – –
AT
554
Argent Trust
Texas
$417K +$43.2K +220 +12%
FNBT
555
FineMark National Bank & Trust
Florida
$399K +$10.8K +55 +3%
NSIM
556
North Star Investment Management
Illinois
$398K +$398K +2,025 New
ZCA
557
Zeke Capital Advisors
Pennsylvania
$393K +$15.7K +80 +4%
STA
558
Summit Trail Advisors
New York
$390K +$390K +1,945 New
CIA
559
Choate Investment Advisors
Massachusetts
$389K -$44.4K -226 -10%
WA
560
WESPAC Advisors
California
$388K -$257K -1,310 -40%
CAM
561
Claret Asset Management
Quebec, Canada
$385K +$385K +1,959 New
LS
562
Livforsakringsbolaget Skandia
Sweden
$380K -$98.2K -500 -21%
BWM
563
Baystate Wealth Management
Massachusetts
$377K – – –
SCP
564
Syntal Capital Partners
Texas
$377K +$18.8K +96 +5%
FIM
565
Foresters Investment Management
New York
$372K -$1.39M -7,063 -79%
CAG
566
Csenge Advisory Group
Florida
$371K – – –
RC
567
RegentAtlantic Capital
New Jersey
$359K +$70.3K +358 +24%
KI
568
Koch Industries
Kansas
$358K +$358K +1,825 New
SCA
569
Stonebridge Capital Advisors
Minnesota
$357K – – –
SWA
570
SFMG Wealth Advisors
Texas
$355K +$1.18K +6 +0.3%
MCM
571
McKinley Capital Management
Alaska
$354K – – –
STB
572
S&T Bank
Pennsylvania
$354K +$354K +1,800 New
DS
573
DRW Securities
Illinois
$353K +$353K +1,800 New
NB
574
NBT Bank
New York
$352K -$4.92K -25 -1%
WA
575
WBH Advisory
Maryland
$352K – – –
21 22
23
24 25