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Rockwell Automation
ROK

Overview Fund Activity

815 hedge funds and large institutions have $17.2B invested in Rockwell Automation in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 264 increasing their positions, 276 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+15
Holders Change %
+1.88%
% of All Funds
18.66%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
82
Increased
264
Reduced
276
Closed
60
Calls
$326M
Puts
$113M
Net Calls
+$213M
Net Calls Change
+$146M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$650M
2
Lazard Asset Management
Lazard Asset Management
New York
$716M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$512M
4
CS
Credit Suisse
Switzerland
$189M
5
Victory Capital Management
Victory Capital Management
Texas
$36.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$439M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$20.1M
3
BlackRock
BlackRock
New York
$1.68B
4
American Century Companies
American Century Companies
Missouri
$0
5
PI
Putnam Investments
Massachusetts
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
751
WhitTier Trust Company
Nevada
$25K – – –
MWM
752
MinichMacGregor Wealth Management
New York
$24K – – –
FC
753
Ferris Capital
Massachusetts
$21K – – –
TC
754
Trust Company
Kansas
$20K – – –
CAGAS
755
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K – – –
JWA
757
JFS Wealth Advisors
Pennsylvania
$19K – – –
QCG
758
Quadrant Capital Group
Ohio
$19K – – –
SFM
759
Signet Financial Management
New Jersey
$19K +$183 +1 +1%
YWP
760
YorkBridge Wealth Partners
New York
$18K – – –
SFSIG
761
San Francisco Sentry Investment Group
California
$18K +$2.02K +11 +13%
JA
762
JOYN Advisors
Georgia
$17K -$1.31K -7 -7%
LWA
763
Lenox Wealth Advisors
New York
$16K -$17.9K -96 -53%
CBT
764
Capital Bank & Trust
California
$16K – – –
PGWM
765
Parisi Gray Wealth Management
New Jersey
$16K – – –
WPA
766
West Paces Advisors
Georgia
$15.4K – – –
CCM
767
Cribstone Capital Management
Maine
$15K – – –
RCAG
768
Rehmann Capital Advisory Group
Michigan
$14.6K – – –
CJA
769
C-J Advisory
California
$14K – – –
GAM
770
Gemmer Asset Management
California
$14K – – –
SCM
771
Southport Capital Management
Tennessee
$14K +$14K +75 New
EARNEST Partners
772
EARNEST Partners
Georgia
$13K – – –
LFA
773
Legacy Financial Advisors
Kentucky
$12K – – –
Capstone Investment Advisors
774
Capstone Investment Advisors
New York
$12K +$12K +66 New
WC
775
Whitney & Co
New York
$12K +$12K +72 New
29 30
31
32 33