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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 %
TWA
651
TCI Wealth Advisors
Arizona
$48K – – –
RWA
652
Ropes Wealth Advisors
Massachusetts
$45K +$18K +100 +67%
LC
653
Landaas & Company
Wisconsin
$45K +$45K +250 New
AIM
654
Advantage Investment Management
Iowa
$43K – – –
HR
655
Howe & Rusling
New York
$40K -$1.44K -8 -3%
AWM
656
Avior Wealth Management
Nebraska
$36K – – –
CAW
657
Cornerstone Advisors (Washington)
Washington
$34K – – –
OC
658
Oakworth Capital
Alabama
$32K – – –
FANJ
659
Financial Architects (New Jersey)
New Jersey
$30K – – –
MFBTD
660
MB Financial Bank - Trust Department
Illinois
$30K +$30K +169 New
HL
661
Harding Loevner
New Jersey
$30K +$30K +170 New
LWM
662
Lenox Wealth Management
Ohio
$28K -$20.1K -115 -42%
SNT
663
Security National Trust
West Virginia
$27K – – –
SPIA
664
Steward Partners Investment Advisory
New York
$27K +$1.03K +6 +4%
MWM
665
MinichMacGregor Wealth Management
New York
$24K -$711 -4 -3%
WTC
666
WhitTier Trust Company
Nevada
$24K – – –
ZB
667
Zions Bancorporation
Utah
$24K +$24K +135 New
CCM
668
Cribstone Capital Management
Maine
$23K – – –
YWP
669
YorkBridge Wealth Partners
New York
$21K – – –
First Manhattan
670
First Manhattan
New York
$21K +$13.2K +74 +168%
TC
671
Trust Company
Kansas
$19K – – –
GT
672
Greenleaf Trust
Michigan
$19K +$19K +107 New
GWS
673
Glassman Wealth Services
Virginia
$18K -$7.2K -40 -29%
JWA
674
JFS Wealth Advisors
Pennsylvania
$18K – – –
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$6.24K +35 +53%
25 26
27
28 29