ROK icon

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 %
C
676
Cerebellum
California
$130K +$130K +661 New
1IA
677
1834 Investment Advisors
Wisconsin
$125K +$125K +635 New
FCFS
678
First Command Financial Services
Texas
$120K -$12.2K -62 -9%
FCB
679
First Command Bank
Texas
$120K -$12.2K -62 -9%
DBT
680
Dubuque Bank & Trust
Iowa
$118K – – –
HI
681
Hudock Inc
Pennsylvania
$117K – – –
CS
682
Credential Securities
$116K +$24.4K +124 +26%
PA
683
Parallel Advisors
California
$112K – – –
PG
684
Pendal Group
Australia
$112K +$112K +570 New
MCM
685
Manchester Capital Management
Vermont
$108K – – –
AFNAS
686
American Financial Network Advisory Services
California
$106K – – –
EFSCE
687
Enterprise Financial Services Corp (EFSC)
Missouri
$99K -$7.68K -39 -7%
OFS
688
Orrstown Financial Services
Pennsylvania
$99K – – –
GWM
689
Geneos Wealth Management
Colorado
$97K +$196 +1 +0.2%
APA
690
American Portfolios Advisors
New York
$92.3K +$92.3K +470 New
VCM
691
Versant Capital Management
Arizona
$91K – – –
PCP
692
Proficio Capital Partners
Massachusetts
$90K +$1.17K +6 +1%
EWM
693
Edge Wealth Management
New York
$88K – – –
PFA
694
Pathway Financial Advisors
Vermont
$88K +$88K +450 New
EWM
695
Evercore Wealth Management
New York
$85K – – –
Group One Trading
696
Group One Trading
Illinois
$84K -$27.9K -142 -25%
CHP
697
Cable Hill Partners
Oregon
$82K – – –
GLI
698
Guardian Life Insurance
New York
$81K +$24.6K +126 +44%
NIT
699
NumerixS Investment Technologies
British Columbia, Canada
$79K -$98.8K -500 -56%
EMG
700
ETF Managers Group
New Jersey
$78K +$11K +56 +16%
26 27
28
29 30