ROK icon

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
$1.4B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$215M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$109M
4
Franklin Resources
Franklin Resources
California
$131M
5
FAM
Fred Alger Management
New York
$84.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$373M
2
Capital World Investors
Capital World Investors
California
$722M
3
FMI
Fiduciary Management Inc
Wisconsin
$0
4
Harris Associates
Harris Associates
Illinois
$0
5
American Century Companies
American Century Companies
Missouri
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
576
Appleton Group
Wisconsin
$213K +$213K +1,369 New
PNC
577
Park National Corp
Ohio
$209K -$77.1K -496 -27%
KBFS
578
Kohmann Bosshard Financial Services
Ohio
$201K -$5.14K -33 -2%
WT
579
Whittier Trust
California
$190K – – –
VIA
580
Vantage Investment Advisors
Pennsylvania
$185K – – –
CGT
581
Capital Guardian Trust
California
$171K -$187K -1,200 -52%
BC
582
Bartlett & Co
Ohio
$171K – – –
ARMT
583
Amica Retiree Medical Trust
Rhode Island
$157K – – –
ECM
584
Estabrook Capital Management
New York
$156K – – –
NFG
585
Next Financial Group
Texas
$151K -$31.9K -203 -17%
CFG
586
Citizens Financial Group
Rhode Island
$135K -$73.8K -475 -35%
MA
587
MUFG Americas
New York
$126K – – –
TCOV
588
Trust Company of Vermont
Vermont
$125K – – –
FCB
589
First Command Bank
Texas
$122K – – –
FCFS
590
First Command Financial Services
Texas
$122K – – –
CFA
591
Carroll Financial Associates
North Carolina
$119K – – –
JCM
592
Jacobi Capital Management
Pennsylvania
$119K – – –
IIC
593
Integrated Investment Consultants
Michigan
$117K -$15.6K -100 -12%
FDCDDQ
594
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K +$117K +749 New
MUS
595
Mitsubishi UFJ Securities
Japan
$112K +$106K +680 +1,700%
AIS
596
Accurate Investment Solutions
Pennsylvania
$111K – – –
ST
597
Smithfield Trust
Pennsylvania
$109K – – –
FMLI
598
Fukoku Mutual Life Insurance
Japan
$109K – – –
HDIM
599
Hanson & Doremus Investment Management
Vermont
$107K -$21.3K -137 -17%
JWM
600
Jacobus Wealth Management
Wisconsin
$104K +$104K +665 New
22 23
24
25 26