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Rockwell Automation
ROK

Overview Fund Activity

804 hedge funds and large institutions have $14.1B invested in Rockwell Automation in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 272 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
-15
Holders Change %
-1.83%
% of All Funds
17.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
83
Increased
284
Reduced
272
Closed
86
Calls
$132M
Puts
$87.5M
Net Calls
+$44.3M
Net Calls Change
+$56.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$220M
2
TCM
TimesSquare Capital Management
New York
+$70.9M
3
JIM
Jupiter Investment Management
United Kingdom
+$59.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.8M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$37.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$362M
2
Ameriprise
Ameriprise
Minnesota
-$147M
3
Millennium Management
Millennium Management
New York
-$91.5M
4
Axa
Axa
France
-$73.7M
5
Primecap Management
Primecap Management
California
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTC
601
Farmers & Merchants Trust Company
California
$262K -$131K -800 -33%
HCM
602
Hengehold Capital Management
Ohio
$262K – – –
NIT
603
NumerixS Investment Technologies
British Columbia, Canada
$260K -$1.01M -6,188 -80%
TIA
604
Tiemann Investment Advisors
California
$260K – – –
RIM
605
Rampart Investment Management
Connecticut
$258K -$1.06M -6,434 -80%
HDIM
606
Hanson & Doremus Investment Management
Vermont
$256K +$124K +757 +94%
SPIA
607
Steward Partners Investment Advisory
New York
$255K -$195K -1,192 -43%
CWSR
608
Chessman Wealth Strategies RIA
Texas
$255K – – –
Susquehanna International Group
609
Susquehanna International Group
Pennsylvania
$252K +$252K +1,536 New
ACP
610
Aviance Capital Partners
Florida
$251K – – –
LS
611
Livforsakringsbolaget Skandia
Sweden
$251K +$65.5K +400 +35%
CIAS
612
Capital Investment Advisory Services
North Carolina
$251K +$237K +1,485 +1,669%
NA
613
NewEdge Advisors
Louisiana
$248K +$13.3K +81 +6%
CCG
614
Ceeto Capital Group
Florida
$246K – – –
CDH
615
Charles D. Hyman
$246K – – –
BCA
616
Bay Colony Advisors
Massachusetts
$246K +$246K +1,500 New
AR
617
Advisory Research
Illinois
$244K +$244K +1,487 New
TC
618
Telemus Capital
Michigan
$241K -$267K -1,770 -53%
LOAME
619
Lombard Odier Asset Management (Europe)
United Kingdom
$241K – – –
IWA
620
Independence Wealth Advisors
Virginia
$240K +$240K +1,465 New
HI
621
Horizon Investments
North Carolina
$237K +$237K +1,444 New
EWM
622
Evercore Wealth Management
New York
$237K +$237K +1,446 New
SLG
623
Stanley-Laman Group
Pennsylvania
$234K -$164 -1 -0.1%
SIP
624
Stoneridge Investment Partners
Pennsylvania
$233K +$233K +1,420 New
MCM
625
Mainstay Capital Management
Michigan
$231K +$231K +1,408 New
23 24
25
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