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Rockwell Automation
ROK

Overview Fund Activity

792 hedge funds and large institutions have $16.4B invested in Rockwell Automation in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 261 increasing their positions, 285 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-9
Holders Change %
-1.12%
% of All Funds
18.18%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
82
Increased
261
Reduced
285
Closed
84
Calls
$76.1M
Puts
$97.8M
Net Calls
-$21.7M
Net Calls Change
+$62.3M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$141M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$109M
3
Lazard Asset Management
Lazard Asset Management
New York
$553M
4
American Century Companies
American Century Companies
Missouri
$68.8M
5
Deutsche Bank
Deutsche Bank
Germany
$119M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.5M
2
State Street
State Street
Massachusetts
$895M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.13M
4
PP
Prudential plc
United Kingdom
$25.7M
5
SAM
Scopus Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CJA
751
C-J Advisory
California
$12K – – –
EARNEST Partners
752
EARNEST Partners
Georgia
$12K – – –
MCM
753
MV Capital Management
Maryland
$11K -$1.98K -11 -15%
MOS
754
MGO One Seven
Ohio
$11K – – –
LFA
755
Legacy Financial Advisors
Kentucky
$11K – – –
TI
756
TT International
United Kingdom
$10.1K +$10.1K +75,000 New
CFA
757
Camarda Financial Advisors
Florida
$10K -$5.18K -29 -34%
JA
758
JOYN Advisors
Georgia
$10K +$10K +55 New
PW
759
Price Wealth
Texas
$9K -$9K -49 -50%
OC
760
Oakworth Capital
Alabama
$9K -$1.45K -9 -14%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$9K -$1.08K -6 -11%
PFSC
762
Peoples Financial Services Corp
Pennsylvania
$9K – – –
PG
763
Patten Group
Tennessee
$8K – – –
PFO
764
Pathstone Family Office
New Jersey
$8K +$8K +48 New
RFM
765
Royal Fund Management
Florida
$7K – – –
CAL
766
Capital Advisors Ltd
Ohio
$6K – – –
SP
767
SWS Partners
Ohio
$6K – – –
MSA
768
Marino Stram & Associates
Massachusetts
$6K – – –
LWS
769
Lucia Wealth Services
California
$6K +$6K +36 New
TFO
770
Tarbox Family Office
California
$5K – – –
FCAG
771
First Capital Advisors Group
New Jersey
$5K +$5K +27 New
HFM
772
Hartford Financial Management
Connecticut
$5K +$5K +30 New
BCI
773
Brinker Capital Investments
Pennsylvania
$4K – – –
ARMC
774
American Research & Management Company
Massachusetts
$4K – – –
AAP
775
Arax Advisory Partners
Colorado
$4K +$1.04K +7 +35%
29 30
31
32 33