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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 %
M
601
MOTCO
Texas
$102K – – –
PCM
602
Prelude Capital Management
New York
$101K +$5.14K +33 +5%
HI
603
Hudock Inc
Pennsylvania
$93K – – –
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$93K +$4.05K +26 +5%
PA
605
Parallel Advisors
California
$89K -$8.82K -57 -9%
MCM
606
Manchester Capital Management
Vermont
$86K – – –
PCP
607
Proficio Capital Partners
Massachusetts
$78K -$3.94K -25 -5%
OFS
608
Orrstown Financial Services
Pennsylvania
$78K – – –
GLI
609
Guardian Life Insurance
New York
$77K +$779 +5 +1%
GWM
610
Geneos Wealth Management
Colorado
$76K -$8.07K -52 -10%
EWM
611
Evercore Wealth Management
New York
$74K +$40.4K +257 +120%
VCM
612
Versant Capital Management
Arizona
$73K – – –
PSUF
613
People's United Financial
Connecticut
$70K – – –
EWM
614
Edge Wealth Management
New York
$70K – – –
IR
615
Invictus RG
Bermuda
$64K -$751K -4,812 -92%
CFA
616
CT Financial Advisors
Pennsylvania
$62.3K – – –
EDRH
617
Edmond de Rothschild Holding
Switzerland
$62K – – –
CS
618
Credential Securities
$58.1K +$40.3K +259 +227%
CHP
619
Cable Hill Partners
Oregon
$58K – – –
CPA
620
Clear Perspective Advisors
Illinois
$58K – – –
RIM
621
Rampart Investment Management
Connecticut
$55K +$55K +353 New
MRCM
622
M&R Capital Management
New Jersey
$54K +$309 +2 +0.6%
LYV
623
Live Your Vision
Pennsylvania
$51K – – –
AIM
624
Acrospire Investment Management
Illinois
$47K -$31.3K -200 -40%
LWA
625
Lowe Wealth Advisors
Maryland
$44K – – –
23 24
25
26 27