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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 %
MCM
651
Maple Capital Management
Vermont
$215K +$215K +1,097 New
WS
652
Wedbush Securities
California
$214K -$25.2K -128 -11%
AWM
653
Aries Wealth Management
Maine
$209K +$209K +1,027 New
Calamos Advisors
654
Calamos Advisors
Illinois
$207K +$207K +1,055 New
NB
655
Nicolet Bankshares
Wisconsin
$207K +$207K +1,055 New
P
656
Pitcairn
Pennsylvania
$206K +$206K +1,049 New
CL
657
CPWM LLC
Washington
$204K +$204K +1,041 New
GG
658
Gofen & Glossberg
Illinois
$202K +$202K +1,030 New
ECM
659
Estabrook Capital Management
New York
$196K – – –
KBFS
660
Kohmann Bosshard Financial Services
Ohio
$194K -$9.99K -51 -5%
PCM
661
Prelude Capital Management
New York
$176K -$189K -960 -52%
LBG
662
Lloyds Banking Group
United Kingdom
$174K – – –
Acadian Asset Management
663
Acadian Asset Management
Massachusetts
$171K -$2.89M -14,723 -94%
TG
664
TLP Group
Illinois
$167K +$167K +853 New
RFS
665
Rockefeller Financial Services
New York
$157K – – –
TCOV
666
Trust Company of Vermont
Vermont
$157K – – –
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K +$9.03K +46 +6%
JCM
668
Jacobi Capital Management
Pennsylvania
$156K – – –
IA
669
IFP Advisors
Florida
$155K -$792K -4,020 -84%
CFA
670
Carroll Financial Associates
North Carolina
$142K – – –
AIS
671
Accurate Investment Solutions
Pennsylvania
$140K – – –
CFG
672
Citizens Financial Group
Rhode Island
$139K -$8.64K -44 -6%
ARMT
673
Amica Retiree Medical Trust
Rhode Island
$138K – – –
HDIM
674
Hanson & Doremus Investment Management
Vermont
$135K – – –
MA
675
MUFG Americas
New York
$132K -$8.81K -45 -6%
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