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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 %
ABC
551
Associated Banc-Corp
Wisconsin
$392K -$18.8K -108 -5%
SB
552
Simmons Bank
Arkansas
$383K – – –
NJBEST
553
New Jersey Better Educational Savings Trust
New Jersey
$383K +$383K +2,200 New
QIM
554
Quest Investment Management
Oregon
$381K – – –
SFA
555
Sequoia Financial Advisors
Ohio
$374K – – –
SI
556
Stephens Inc
Arkansas
$372K -$8.18K -47 -2%
WG
557
Winton Group
United Kingdom
$370K -$61.9K -355 -14%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$370K – – –
CB
559
Community Bank
New York
$368K -$26.1K -150 -7%
OC
560
Oppenheimer & Co
New York
$364K -$667K -3,824 -65%
AssetMark Inc
561
AssetMark Inc
California
$360K -$262K -1,500 -42%
NSIM
562
North Star Investment Management
Illinois
$353K – – –
RHBC
563
R.H. Bluestein & Co
Michigan
$352K -$87K -500 -20%
RC
564
RegentAtlantic Capital
New Jersey
$350K +$31.2K +179 +10%
Massachusetts Financial Services
565
Massachusetts Financial Services
Massachusetts
$350K +$350K +2,009 New
STA
566
Summit Trail Advisors
New York
$346K -$356 -2 -0.1%
CIA
567
Choate Investment Advisors
Massachusetts
$345K – – –
Victory Capital Management
568
Victory Capital Management
Texas
$344K -$2.38M -13,639 -87%
CAM
569
Claret Asset Management
Quebec, Canada
$341K – – –
Qube Research & Technologies (QRT)
570
Qube Research & Technologies (QRT)
United Kingdom
$339K +$339K +1,949 New
LS
571
Livforsakringsbolaget Skandia
Sweden
$337K – – –
SW
572
SVB Wealth
Massachusetts
$333K -$262K -1,505 -44%
NIM
573
NuWave Investment Management
New Jersey
$332K +$317K +1,806 +2,176%
MML Investors Services
574
MML Investors Services
Massachusetts
$323K -$182K -1,044 -36%
AIA
575
Avalon Investment & Advisory
Texas
$320K +$77.7K +446 +32%
21 22
23
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