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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 %
RWP
576
RWA Wealth Partners
Massachusetts
$351K -$29.3K -149 -8%
KP
577
Keel Point
Alabama
$338K – – –
BUB
578
BBVA USA Bancshares
Texas
$338K – – –
MYAM
579
Meiji Yasuda Asset Management
Japan
$336K – – –
WIM
580
Westside Investment Management
California
$334K -$2.63K -13 -0.8%
PVAM
581
Pacific View Asset Management
California
$334K +$334K +1,702 New
Grantham, Mayo, Van Otterloo & Co (GMO)
582
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$333K -$70.7M -359,909 -100%
FFBTD
583
First Financial Bank - Trust Division
Ohio
$332K – – –
HCMT
584
Highland Capital Management (Tennessee)
Tennessee
$332K +$332K +1,691 New
CIA
585
Capital Investment Advisors
Georgia
$329K +$3.53K +18 +1%
DCM
586
Dynamic Capital Management
Jersey
$328K -$127K -644 -28%
TAM
587
Tiverton Asset Management
Delaware
$327K +$327K +1,663 New
LC
588
Lourd Capital
California
$325K +$325K +1,654 New
MIA
589
MainStreet Investment Advisors
Illinois
$324K +$324K +1,652 New
CG
590
Colony Group
Massachusetts
$318K – – –
WT
591
Whittier Trust
California
$317K +$77.1K +392 +32%
HCM
592
Hengehold Capital Management
Ohio
$314K – – –
KF
593
Krilogy Financial
Missouri
$314K – – –
CSA
594
Cottage Street Advisors
Massachusetts
$314K – – –
CWSR
595
Chessman Wealth Strategies RIA
Texas
$314K +$314K +1,600 New
TIA
596
Tiemann Investment Advisors
California
$309K – – –
RIM
597
Rampart Investment Management
Connecticut
$308K -$1.37K -7 -0.4%
BTS
598
BB&T Securities
Virginia
$307K +$307K +1,565 New
NCMW
599
Northern Capital Management (Wisconsin)
Wisconsin
$299K – – –
DP
600
Dearborn Partners
Illinois
$297K – – –
22 23
24
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