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Rockwell Automation
ROK

Overview Fund Activity

713 hedge funds and large institutions have $17.1B invested in Rockwell Automation in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+10
Holders Change %
+1.42%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
59
Increased
250
Reduced
260
Closed
44
Calls
$108M
Puts
$285M
Net Calls
-$177M
Net Calls Change
-$163M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$89.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$46.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.8M
4
APG Asset Management
APG Asset Management
Netherlands
+$35.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.5M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
-$116M
2
SAC
Smith Affiliated Capital
New York
-$86.2M
3
American Century Companies
American Century Companies
Missouri
-$82.7M
4
Capital International Investors
Capital International Investors
California
-$53.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
601
Capital Bank & Trust
California
$196K – – –
FMLI
602
Fukoku Mutual Life Insurance
Japan
$196K +$71.3K +400 +57%
KBFS
603
Kohmann Bosshard Financial Services
Ohio
$186K +$186K +1,041 New
ECM
604
Estabrook Capital Management
New York
$178K – – –
SLF
605
Sun Life Financial
Ontario, Canada
$168K – – –
NIT
606
NumerixS Investment Technologies
British Columbia, Canada
$160K +$160K +900 New
LBG
607
Lloyds Banking Group
United Kingdom
$158K -$14.8K -83 -9%
NFG
608
Next Financial Group
Texas
$151K -$18.6K -100 -11%
TCOV
609
Trust Company of Vermont
Vermont
$143K – – –
RFS
610
Rockefeller Financial Services
New York
$143K +$143K +800 New
JCM
611
Jacobi Capital Management
Pennsylvania
$141K – – –
CFG
612
Citizens Financial Group
Rhode Island
$134K -$3.03K -17 -2%
FDCDDQ
613
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K – – –
CFA
614
Carroll Financial Associates
North Carolina
$132K -$7.09K -39 -5%
VFA
615
Valeo Financial Advisors
Indiana
$131K +$131K +735 New
MA
616
MUFG Americas
New York
$128K – – –
AIS
617
Accurate Investment Solutions
Pennsylvania
$127K – – –
IIC
618
Integrated Investment Consultants
Michigan
$127K +$2.14K +12 +2%
ARMT
619
Amica Retiree Medical Trust
Rhode Island
$126K -$54.5K -305 -30%
HDIM
620
Hanson & Doremus Investment Management
Vermont
$122K – – –
FCB
621
First Command Bank
Texas
$120K -$5.37K -30 -4%
FCFS
622
First Command Financial Services
Texas
$120K -$5.37K -30 -4%
JWM
623
Jacobus Wealth Management
Wisconsin
$119K – – –
PA
624
Parallel Advisors
California
$109K -$4.03K -21 -4%
DBT
625
Dubuque Bank & Trust
Iowa
$107K +$104K +581 +3,058%
23 24
25
26 27