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Rockwell Automation
ROK

Overview Fund Activity

713 hedge funds and large institutions have $17.1B invested in Rockwell Automation in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 260 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+10
Holders Change %
+1.42%
% of All Funds
17.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
59
Increased
250
Reduced
260
Closed
44
Calls
$108M
Puts
$285M
Net Calls
-$177M
Net Calls Change
-$163M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$89.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$46.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$35.8M
4
APG Asset Management
APG Asset Management
Netherlands
+$35.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.5M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
-$116M
2
SAC
Smith Affiliated Capital
New York
-$86.2M
3
American Century Companies
American Century Companies
Missouri
-$82.7M
4
Capital International Investors
Capital International Investors
California
-$53.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
701
Tarbox Family Office
California
$5K +$1.43K +8 +40%
BCI
702
Brinker Capital Investments
Pennsylvania
$4K – – –
ARMC
703
American Research & Management Company
Massachusetts
$4K – – –
WOC
704
West Oak Capital
California
$3.21K – – –
CTB
705
Country Trust Bank
Illinois
$3K +$3K +19 New
OFW
706
Omnia Family Wealth
Florida
$2K -$4K -20 -67%
QAM
707
QCI Asset Management
New York
$2K – – –
CFD
708
Creative Financial Designs
Indiana
$2K – – –
AWM
709
AllSquare Wealth Management
New York
$2K – – –
BTIS
710
BB&T Investment Services
North Carolina
$2K +$2K +10 New
TDC
711
Thompson Davis & Co
Virginia
$2K +$2K +12 New
SWA
712
Sutton Wealth Advisors
Florida
$1.07K – – –
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Walleye Trading
714
Walleye Trading
New York
$69 -$149 -838 -68%
SPPAM
715
Summit Partners Public Asset Management
Massachusetts
– -$17M -104,813 Closed
BPM
716
Bronson Point Management
Connecticut
– -$7.29M -45,000 Closed
GH
717
GAM Holding
Switzerland
– -$3.29M -20,303 Closed
FP
718
FDO Partners
Massachusetts
– -$2.09M -12,895 Closed
TIM
719
Thompson Investment Management
Wisconsin
– -$2.07M -12,805 Closed
SC
720
Scotia Capital
Ontario, Canada
– -$2.05M -12,673 Closed
AIMCA
721
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.98M -12,200 Closed
LCM
722
Laurion Capital Management
New York
– -$1.87M -11,515 Closed
MC
723
Menta Capital
California
– -$1.86M -11,470 Closed
TI
724
Turner Investments
Pennsylvania
– -$1.22M -7,500 Closed
Capital Fund Management (CFM)
725
Capital Fund Management (CFM)
France
– -$900K -5,560 Closed
27 28
29
30 31