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Rockwell Automation
ROK

Overview Fund Activity

815 hedge funds and large institutions have $17.2B invested in Rockwell Automation in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 264 increasing their positions, 276 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
18.66%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
82
Increased
264
Reduced
276
Closed
60
Calls
$326M
Puts
$113M
Net Calls
+$213M
Net Calls Change
+$146M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$420M
2
Lazard Asset Management
Lazard Asset Management
New York
+$88.6M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$65.6M
4
CS
Credit Suisse
Switzerland
+$58.4M
5
Victory Capital Management
Victory Capital Management
Texas
+$36.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$428M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$101M
3
BlackRock
BlackRock
New York
-$67.8M
4
American Century Companies
American Century Companies
Missouri
-$64.5M
5
PI
Putnam Investments
Massachusetts
-$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
626
Rampart Investment Management
Connecticut
$236K +$93.8K +862 +66%
AWM
627
AE Wealth Management
Kansas
$235K +$1.5K +8 +0.6%
PD
628
Planning Directions
Pennsylvania
$234K +$1.13K +6 +0.5%
RE
629
RBC Europe
United Kingdom
$234K – – –
CI
630
CX Institutional
Indiana
$230K – – –
PWW
631
Pettyjohn Wood & White
Virginia
$229K – – –
SAM
632
Steinberg Asset Management
New York
$229K – – –
DCM
633
Dynamic Capital Management
Jersey
$225K +$225K +1,200 New
SA
634
Sicart Associates
New York
$225K +$225K +1,200 New
BCM
635
Brookstone Capital Management
Illinois
$224K +$224K +1,193 New
Cerity Partners
636
Cerity Partners
New York
$220K +$220K +1,175 New
FFA
637
Fragasso Financial Advisors
Pennsylvania
$215K -$829 -5 -0.4%
LW
638
Linscomb Wealth
Texas
$214K +$214K +1,139 New
LS
639
Livforsakringsbolaget Skandia
Sweden
$213K -$150K -800 -41%
NB
640
Nicolet Bankshares
Wisconsin
$213K +$213K +1,135 New
AAM
641
Aureus Asset Management
Massachusetts
$211K +$211K +1,123 New
NEPWA
642
New England Private Wealth Advisors
Massachusetts
$210K +$210K +1,120 New
WS
643
Wedbush Securities
California
$208K -$111K -594 -35%
FCBT
644
First Citizens Bank & Trust
North Carolina
$207K +$207K +1,100 New
NWP
645
Northstar Wealth Partners
Connecticut
$207K +$207K +1,105 New
KP
646
Keel Point
Alabama
$207K +$207K +1,106 New
MCM
647
Maple Capital Management
Vermont
$206K +$206K +1,097 New
EHC
648
Everett Harris & Co
California
$206K +$206K +1,100 New
SCM
649
Shelton Capital Management
Colorado
$203K +$203K +1,085 New
GG
650
Gofen & Glossberg
Illinois
$201K +$201K +1,072 New
24 25
26
27 28