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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 %
MFW
701
Mosaic Family Wealth
Missouri
$78K +$71.7K +367 +1,147%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$74K -$3.74K -19 -5%
CPA
703
Clear Perspective Advisors
Illinois
$74K – – –
M
704
MOTCO
Texas
$72K – – –
PCA
705
Providence Capital Advisors
North Carolina
$71K +$71K +361 New
MRCM
706
M&R Capital Management
New Jersey
$69K +$195 +1 +0.3%
CAPTRUST Financial Advisors
707
CAPTRUST Financial Advisors
North Carolina
$65K +$65K +332 New
LYV
708
Live Your Vision
Pennsylvania
$58K -$7.91K -39 -12%
SLF
709
Sun Life Financial
Ontario, Canada
$55K -$130K -664 -70%
LWA
710
Lowe Wealth Advisors
Maryland
$55K – – –
PAI
711
Pittenger & Anderson Inc
Nebraska
$53K – – –
BL
712
Balentine LLC
Georgia
$53K – – –
TWA
713
TCI Wealth Advisors
Arizona
$53K – – –
LC
714
Landaas & Company
Wisconsin
$49K – – –
RWA
715
Ropes Wealth Advisors
Massachusetts
$49K – – –
AIM
716
Advantage Investment Management
Iowa
$47K – – –
HR
717
Howe & Rusling
New York
$44K – – –
SPIA
718
Steward Partners Investment Advisory
New York
$41K +$10.5K +54 +34%
DCM
719
Delpha Capital Management
New York
$41K +$41K +208 New
AWM
720
Avior Wealth Management
Nebraska
$40K +$780 +4 +2%
EDRH
721
Edmond de Rothschild Holding
Switzerland
$39K -$39K -200 -50%
IBOK
722
Independence Bank of Kentucky
Kentucky
$39K +$39K +200 New
PS
723
Portfolio Strategies
New York
$39K +$39K +200 New
CAW
724
Cornerstone Advisors (Washington)
Washington
$37K – – –
SWM
725
SeaCrest Wealth Management
New York
$37K +$37K +190 New
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