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Rockwell Automation
ROK

Overview Fund Activity

756 hedge funds and large institutions have $14.2B invested in Rockwell Automation in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 257 increasing their positions, 274 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-48
Holders Change %
-5.97%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
50
Increased
257
Reduced
274
Closed
92
Calls
$90.2M
Puts
$75.3M
Net Calls
+$14.9M
Net Calls Change
-$29.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.79B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$365M
4
CVA
Ceredex Value Advisors
Florida
$135M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$119M

Top Sellers

1
BlackRock
BlackRock
New York
$1.45B
2
JIM
Jupiter Investment Management
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$166M
4
Ameriprise
Ameriprise
Minnesota
$21M
5
UBS Group
UBS Group
Switzerland
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
701
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
SLF
702
Sun Life Financial
Ontario, Canada
$16K – – –
SFSIG
703
San Francisco Sentry Investment Group
California
$15K – – –
First Manhattan
704
First Manhattan
New York
$14K -$14K -86 -50%
MCM
705
MV Capital Management
Maryland
$14K – – –
WPA
706
West Paces Advisors
Georgia
$13.5K – – –
GT
707
Glenmede Trust
Pennsylvania
$13.5K -$159 -962 -1%
GAM
708
Gemmer Asset Management
California
$13K – – –
CJA
709
C-J Advisory
California
$12K – – –
EARNEST Partners
710
EARNEST Partners
Georgia
$12K – – –
H
711
Hexavest
Quebec, Canada
$11K – – –
LWA
712
Lenox Wealth Advisors
New York
$10K – – –
TFO
713
Tarbox Family Office
California
$10K – – –
SFS
714
Sowell Financial Services
Arkansas
$10K +$10K +58 New
OC
715
Oakworth Capital
Alabama
$9K -$28.6K -178 -76%
TFGT
716
TS Financial Group (TSFG)
Illinois
$9K – – –
AIM
717
Advantage Investment Management
Iowa
$9K – – –
AWM
718
Avior Wealth Management
Nebraska
$8K -$43.4K -271 -84%
RIA
719
Realta Investment Advisors
Delaware
$8K -$6.67K -40 -45%
PFSC
720
Peoples Financial Services Corp
Pennsylvania
$8K – – –
FBT
721
First Bank & Trust
South Dakota
$8K – – –
TAIM
722
TD Ameritrade Investment Management
Nebraska
$8K +$8K +46 New
PB
723
Pinnacle Bancorp
Nebraska
$7K – – –
CAL
724
Capital Advisors Ltd
Ohio
$6K -$25.6K -145 -81%
FHA
725
First Horizon Advisors
Tennessee
$6K -$293 -2 -5%
27 28
29
30 31