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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 %
Fuller & Thaler Asset Management
601
Fuller & Thaler Asset Management
California
$295K – – –
CDH
602
Charles D. Hyman
$295K +$295K +1,500 New
CCG
603
Ceeto Capital Group
Florida
$295K – – –
FAAS
604
First Allied Advisory Services
California
$294K -$11.7K -60 -4%
LOAME
605
Lombard Odier Asset Management (Europe)
United Kingdom
$288K -$45.3K -231 -14%
MBTD
606
Mechanics Bank - Trust Department
California
$286K – – –
ATIA
607
American Trust Investment Advisors
New Hampshire
$285K – – –
UF
608
Univest Financial
Pennsylvania
$282K – – –
MCM
609
Mainstay Capital Management
Michigan
$276K +$276K +1,408 New
WB
610
Webster Bank
Connecticut
$275K – – –
SCI
611
S&CO Inc
Massachusetts
$273K – – –
AIA
612
Avalon Investment & Advisory
Texas
$273K +$40.8K +208 +18%
HAIM
613
Hunter Associates Investment Management
Pennsylvania
$271K – – –
UB
614
UMB Bank
Missouri
$269K -$50K -255 -16%
PNC
615
Park National Corp
Ohio
$269K -$5.89K -30 -2%
HCM
616
Hutchinson Capital Management
California
$269K – – –
FA
617
FDx Advisors
Illinois
$267K -$179K -911 -40%
KIA
618
KCM Investment Advisors
California
$267K – – –
PCM
619
Parsons Capital Management
Rhode Island
$265K -$9.82K -50 -4%
GCA
620
Greenwood Capital Associates
South Carolina
$262K +$1.18K +6 +0.5%
CPH
621
C Partners Holding
Switzerland
$257K +$257K +1,307 New
SCM
622
Shelton Capital Management
Colorado
$252K +$252K +1,285 New
LSAG
623
Lake Street Advisors Group
New Hampshire
$252K +$252K +1,285 New
B
624
Barings
North Carolina
$251K -$3.11M -15,830 -93%
CCP
625
Clarkston Capital Partners
Michigan
$250K – – –
23 24
25
26 27