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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 %
YWP
751
YorkBridge Wealth Partners
New York
$18K -$4.08K -22 -18%
KJWM
752
Kiley Juergens Wealth Management
Washington
$18K +$18K +91 New
GFP
753
Gryphon Financial Partners
Ohio
$18K +$18K +92 New
CFA
754
Camarda Financial Advisors
Florida
$17K – – –
WA
755
Winfield Associates
Ohio
$17K +$1.87K +9 +12%
SFSIG
756
San Francisco Sentry Investment Group
California
$17K +$7.82K +40 +85%
WPA
757
West Paces Advisors
Georgia
$16.1K – – –
PGWM
758
Parisi Gray Wealth Management
New Jersey
$16K +$16K +82 New
NIM
759
NuWave Investment Management
New Jersey
$16K +$16K +83 New
GAM
760
Gemmer Asset Management
California
$15K – – –
CJA
761
C-J Advisory
California
$14K – – –
MCM
762
MV Capital Management
Maryland
$14K +$1.94K +10 +16%
EARNEST Partners
763
EARNEST Partners
Georgia
$14K +$14K +71 New
OC
764
Oakworth Capital
Alabama
$13K -$26K -130 -67%
PMFA
765
Plante Moran Financial Advisors
Michigan
$13K +$1.58K +8 +14%
MOS
766
MGO One Seven
Ohio
$12K +$12K +62 New
WA
767
Waverly Advisors
Alabama
$12K +$12K +63 New
LFA
768
Legacy Financial Advisors
Kentucky
$12K +$12K +64 New
PFBT
769
Parkside Financial Bank & Trust
Missouri
$11K +$1.18K +6 +12%
ME
770
McIlrath & Eck
Washington
$11K +$11K +54 New
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$10K – – –
FBT
772
First Bank & Trust
South Dakota
$10K +$10K +50 New
PG
773
Patten Group
Tennessee
$9K – – –
GBT
774
Grove Bank & Trust
Florida
$9K – – –
RFM
775
Royal Fund Management
Florida
$8K – – –
29 30
31
32 33