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Rockwell Automation
ROK

Overview Fund Activity

792 hedge funds and large institutions have $16.4B invested in Rockwell Automation in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-9
Holders Change %
-1.12%
% of All Funds
18.18%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
82
Increased
261
Reduced
285
Closed
84
Calls
$76.1M
Puts
$97.8M
Net Calls
-$21.7M
Net Calls Change
+$62.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$97.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$96M
3
Lazard Asset Management
Lazard Asset Management
New York
+$79.1M
4
American Century Companies
American Century Companies
Missouri
+$66.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$45.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$155M
2
State Street
State Street
Massachusetts
-$66.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$63.9M
4
PP
Prudential plc
United Kingdom
-$56.2M
5
SAM
Scopus Asset Management
New York
-$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
676
Integrated Investment Consultants
Michigan
$106K +$106K +609 New
PA
677
Parallel Advisors
California
$104K +$5.05K +29 +5%
AA
678
AlphaMark Advisors
Kentucky
$99K -$4.1M -23,567 -98%
MCWS
679
McKinley Carter Wealth Services
West Virginia
$99K +$99K +566 New
RCAG
680
Rehmann Capital Advisory Group
Michigan
$99K +$99K +570 New
Parallax Volatility Advisers
681
Parallax Volatility Advisers
California
$97K -$1.48M -8,470 -94%
MCM
682
Manchester Capital Management
Vermont
$96K – – –
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$92K +$4.36K +25 +5%
CS
684
Credential Securities
$88.2K -$15.4K -88 -15%
OFS
685
Orrstown Financial Services
Pennsylvania
$87K – – –
CFG
686
Citizens Financial Group
Rhode Island
$83K -$40.5K -232 -33%
PCP
687
Proficio Capital Partners
Massachusetts
$83K +$2.79K +16 +3%
VCM
688
Versant Capital Management
Arizona
$79K -$2.08K -12 -3%
MFW
689
Mosaic Family Wealth
Missouri
$79K +$9.57K +55 +14%
PFA
690
Pathway Financial Advisors
Vermont
$78K – – –
EWM
691
Edge Wealth Management
New York
$78K – – –
GWM
692
Geneos Wealth Management
Colorado
$77K -$8.48K -49 -10%
EMG
693
ETF Managers Group
New Jersey
$76K +$9.42K +56 +14%
CHP
694
Cable Hill Partners
Oregon
$73K +$3.7K +22 +5%
BFEC
695
Benjamin F. Edwards & Company
Missouri
$71K +$5.57K +32 +9%
CPA
696
Clear Perspective Advisors
Illinois
$65K – – –
PCA
697
Providence Capital Advisors
North Carolina
$63K – – –
OIA
698
OneDigital Investment Advisors
Kansas
$60K +$60K +345 New
CAPTRUST Financial Advisors
699
CAPTRUST Financial Advisors
North Carolina
$58K +$1.53K +9 +3%
PMFA
700
Plante Moran Financial Advisors
Michigan
$53K +$41.5K +239 +362%
26 27
28
29 30