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Rockwell Automation
ROK

Overview Fund Activity

819 hedge funds and large institutions have $15.7B invested in Rockwell Automation in 2019 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 300 increasing their positions, 276 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+3
Holders Change %
+0.37%
% of All Funds
17.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
84
Increased
300
Reduced
276
Closed
71
Calls
$58.6M
Puts
$70.9M
Net Calls
-$12.3M
Net Calls Change
-$32.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$274M
2
BlackRock
BlackRock
New York
$1.87B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$298M
4
Charles Schwab
Charles Schwab
California
$155M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$93.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$228M
2
Capital World Investors
Capital World Investors
California
$316M
3
Millennium Management
Millennium Management
New York
$99.9M
4
Two Sigma Investments
Two Sigma Investments
New York
$50.2M
5
CVA
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
676
SignatureFD
Georgia
$126K -$8.61K -49 -6%
APA
677
American Portfolios Advisors
New York
$125K +$1.76K +10 +1%
AIS
678
Accurate Investment Solutions
Pennsylvania
$125K – – –
Simplex Trading
679
Simplex Trading
Illinois
$125K +$125K +714 New
BC
680
Bartlett & Co
Ohio
$124K -$53.2K -302 -30%
ARMT
681
Amica Retiree Medical Trust
Rhode Island
$124K – – –
BCWM
682
Bartlett & Co Wealth Management
Ohio
$124K -$53K -302 -30%
VFA
683
Valeo Financial Advisors
Indiana
$113K – – –
1IA
684
1834 Investment Advisors
Wisconsin
$111K – – –
DBT
685
Dubuque Bank & Trust
Iowa
$111K +$5.45K +31 +5%
WAP
686
Wealthcare Advisory Partners
Pennsylvania
$107K -$55K -314 -34%
HI
687
Hudock Inc
Pennsylvania
$107K +$2.1K +12 +2%
TFS
688
TrustCore Financial Services
Tennessee
$107K +$107K +610 New
PA
689
Parallel Advisors
California
$100K +$3.35K +19 +3%
MCM
690
Manchester Capital Management
Vermont
$97K – – –
FCB
691
First Command Bank
Texas
$97K – – –
FCFS
692
First Command Financial Services
Texas
$97K – – –
BAM
693
Bruderman Asset Management
New York
$95K +$95K +544 New
CAM
694
Cresset Asset Management
Illinois
$89K +$82.8K +471 +1,346%
LPWM
695
Lake Point Wealth Management
Texas
$88K – – –
PVH
696
Psagot Value Holdings
Israel
$88K – – –
CFG
697
Citizens Financial Group
Rhode Island
$87K +$2.83K +16 +3%
GWM
698
Geneos Wealth Management
Colorado
$84K -$525 -3 -0.6%
QAM
699
QCI Asset Management
New York
$84K – – –
AF
700
Advisornet Financial
Minnesota
$81K -$14.8K -84 -15%
26 27
28
29 30