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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.

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
1
Ameriprise
Minnesota
$274M
2
BlackRock
2
BlackRock
New York
$1.87B
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$298M
4
Charles Schwab
4
Charles Schwab
California
$155M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$93.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$228M
2
Capital World Investors
2
Capital World Investors
California
$316M
3
Millennium Management
3
Millennium Management
New York
$99.9M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$50.2M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
751
Rehmann Capital Advisory Group
Michigan
$20.2K 115 +26 +29%
FC
752
Ferris Capital
Massachusetts
$19K 107 -7 -6%
AWM
753
Avior Wealth Management
Nebraska
$19K 109 +59 +118%
ESB
754
Essex Savings Bank
Connecticut
$18K 104 -16 -13%
AQA
755
Alpha Quant Advisors
Texas
$18K 98 – –
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K 101 – –
JWA
757
JFS Wealth Advisors
Pennsylvania
$18K 100 – –
TC
758
Trust Company
Kansas
$18K 105 – –
CAGAS
759
Capital Advisory Group Advisory Services
Minnesota
$18K 100 – –
BBNA
760
Bremer Bank National Association
Minnesota
$18K 100 +100 New
PCG
761
Private Capital Group
Connecticut
$17K 97 -6 -6%
IA
762
IFP Advisors
Florida
$16K 96 -206 -68%
CIAS
763
Capital Investment Advisory Services
North Carolina
$16K 89 -20 -18%
SFSIG
764
San Francisco Sentry Investment Group
California
$16K 91 -18 -17%
CCM
765
Covington Capital Management
California
$15K 85 – –
CBT
766
Capital Bank & Trust
California
$15K 84 – –
WPA
767
West Paces Advisors
Georgia
$14.4K 82 – –
CIA
768
CSat Investment Advisory
Michigan
$14K 80 -4 -5%
LFA
769
Legacy Financial Advisors
Kentucky
$14K 78 +7 +10%
GAM
770
Gemmer Asset Management
California
$13K 76 – –
CJA
771
C-J Advisory
California
$13K 72 – –
EARNEST Partners
772
EARNEST Partners
Georgia
$12K 71 – –
LWA
773
Lenox Wealth Advisors
New York
$11K 60 – –
CFA
774
Camarda Financial Advisors
Florida
$10K 56 – –
OC
775
Oakworth Capital
Alabama
$10K 56 – –
29 30
31
32 33