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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
$258M
2
UBS AM
UBS AM
Illinois
$146M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$101M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$46.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$182M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$3.07M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$15.5M
3
Ameriprise
Ameriprise
Minnesota
$211M
4
Capital International Investors
Capital International Investors
California
$39.8M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$333K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
626
Checchi Capital Advisers
California
$245K +$245K +1,246 New
RE
627
RBC Europe
United Kingdom
$245K – – –
CIBC World Market
628
CIBC World Market
Ontario, Canada
$244K +$244K +1,244 New
IUHSA
629
Itau Unibanco Holding S.A.
Brazil
$242K +$23.3K +119 +11%
ACI
630
Alpha Cubed Investments
California
$242K +$242K +1,230 New
OPWM
631
Oak Point Wealth Management
Michigan
$241K +$241K +1,228 New
PWW
632
Pettyjohn Wood & White
Virginia
$240K – – –
SAM
633
Steinberg Asset Management
New York
$240K – – –
SA
634
Sicart Associates
New York
$236K – – –
VIA
635
Vantage Investment Advisors
Pennsylvania
$233K – – –
CBT
636
Capital Bank & Trust
California
$232K +$16.5K +84 +8%
NWP
637
Northstar Wealth Partners
Connecticut
$223K – – –
VFA
638
Valeo Financial Advisors
Indiana
$223K +$78.6K +400 +54%
LW
639
Linscomb Wealth
Texas
$222K +$222K +1,130 New
FMT
640
First Mercantile Trust
Tennessee
$221K -$177K -899 -44%
FP
641
Foundry Partners
Minnesota
$221K – – –
UR
642
USCA RIA
Texas
$221K +$221K +1,127 New
NEPWA
643
New England Private Wealth Advisors
Massachusetts
$220K – – –
PL
644
Parkwood LLC
Ohio
$220K +$220K +1,121 New
EWM
645
Evermay Wealth Management
Virginia
$219K +$219K +1,115 New
FMLI
646
Fukoku Mutual Life Insurance
Japan
$216K – – –
BC
647
Bartlett & Co
Ohio
$216K – – –
RA
648
Rational Advisors
New York
$216K +$216K +1,100 New
MWAC
649
Mariner Wealth Advisors (Cincinnati)
Ohio
$216K +$216K +1,100 New
EHC
650
Everett Harris & Co
California
$216K +$216K +1,100 New
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