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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 %
HR
726
Howe & Rusling
New York
$37K -$43.3K -248 -54%
SLF
727
Sun Life Financial
Ontario, Canada
$36K -$24.2K -137 -40%
IBOK
728
Independence Bank of Kentucky
Kentucky
$35K – – –
ADL
729
Asset Dedication LLC
California
$35K – – –
EDRH
730
Edmond de Rothschild Holding
Switzerland
$35K – – –
RAM
731
Riggs Asset Management
Pennsylvania
$35K +$35K +200 New
EIM
732
Essex Investment Management
Massachusetts
$34K – – –
BWP
733
Baldwin Wealth Partners
Massachusetts
$33K – – –
BFC
734
Bedel Financial Consulting
Indiana
$33K – – –
VanEck Associates
735
VanEck Associates
New York
$33K +$33K +190 New
Marshall Wace
736
Marshall Wace
United Kingdom
$31K -$27.6M -159,196 -100%
PI
737
PEAK6 Investments
Illinois
$31K -$863K -4,843 -97%
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
$30K -$1.77K -10 -6%
AIM
739
Anchor Investment Management
South Carolina
$29.8K – – –
TA
740
Thor Advisors
New York
$29K +$29K +164 New
TA
741
TCG Advisors
Texas
$29K +$29K +167 New
GIC
742
Gantzert Investment Company
Illinois
$26K – – –
SNT
743
Security National Trust
West Virginia
$26K – – –
BCA
744
Berman Capital Advisors
Georgia
$26K +$7.03K +40 +37%
ZB
745
Zions Bancorporation
Utah
$26K +$26K +148 New
WTC
746
WhitTier Trust Company
Nevada
$23K – – –
KPW
747
Kore Private Wealth
New York
$22K -$11K -64 -33%
GWS
748
Glassman Wealth Services
Virginia
$22K -$688 -4 -3%
First Manhattan
749
First Manhattan
New York
$22K +$14.6K +86 +195%
MNBTD
750
Moody National Bank Trust Division
Texas
$21K +$4.77K +27 +29%
28 29
30
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