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Rockwell Automation
ROK

Overview Fund Activity

804 hedge funds and large institutions have $14.1B invested in Rockwell Automation in 2019 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 284 increasing their positions, 272 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
804
Holders Change
-15
Holders Change %
-1.83%
% of All Funds
17.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
83
Increased
284
Reduced
272
Closed
86
Calls
$132M
Puts
$87.5M
Net Calls
+$44.3M
Net Calls Change
+$56.6M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$220M
2
TCM
TimesSquare Capital Management
New York
+$70.9M
3
JIM
Jupiter Investment Management
United Kingdom
+$59.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.8M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$37.4M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$362M
2
Ameriprise
Ameriprise
Minnesota
-$147M
3
Millennium Management
Millennium Management
New York
-$91.5M
4
Axa
Axa
France
-$73.7M
5
Primecap Management
Primecap Management
California
-$57.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
676
American Portfolios Advisors
New York
$127K +$10.2K +62 +9%
JCM
677
Jacobi Capital Management
Pennsylvania
$126K – – –
PA
678
Parallel Advisors
California
$124K +$31.2K +191 +34%
KBFS
679
Kohmann Bosshard Financial Services
Ohio
$123K -$18.6K -114 -13%
RWA
680
Ropes Wealth Advisors
Massachusetts
$123K – – –
AA
681
AlphaMark Advisors
Kentucky
$118K -$5.23K -32 -4%
AIS
682
Accurate Investment Solutions
Pennsylvania
$117K – – –
AF
683
Advisornet Financial
Minnesota
$117K +$41.9K +257 +56%
ARMT
684
Amica Retiree Medical Trust
Rhode Island
$116K – – –
BC
685
Bartlett & Co
Ohio
$115K -$657 -4 -0.6%
EH
686
Employers Holdings
Nevada
$115K +$115K +700 New
BCWM
687
Bartlett & Co Wealth Management
Ohio
$115K -$655 -4 -0.6%
1IA
688
1834 Investment Advisors
Wisconsin
$104K – – –
CTC
689
Central Trust Company
Missouri
$103K -$311K -1,981 -75%
HI
690
Hudock Inc
Pennsylvania
$100K – – –
WAP
691
Wealthcare Advisory Partners
Pennsylvania
$100K – – –
MCM
692
Manchester Capital Management
Vermont
$90K – – –
LPWM
693
Lake Point Wealth Management
Texas
$88K – – –
PVH
694
Psagot Value Holdings
Israel
$82K – – –
DWM
695
Doyle Wealth Management
Florida
$77K +$77K +467 New
EWM
696
Edge Wealth Management
New York
$73K – – –
PCP
697
Proficio Capital Partners
Massachusetts
$73K +$3.6K +22 +5%
GWM
698
Geneos Wealth Management
Colorado
$67K -$11.4K -70 -15%
VRM
699
Vectors Research Management
New York
$66K – – –
Parallax Volatility Advisers
700
Parallax Volatility Advisers
California
$66K +$24.8K +152 +60%
26 27
28
29 30