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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 %
CAL
776
Capital Advisors Ltd
Ohio
$7K – – –
CFD
777
Creative Financial Designs
Indiana
$7K +$4.6K +23 +192%
MSA
778
Marino Stram & Associates
Massachusetts
$7K +$7K +37 New
SP
779
SWS Partners
Ohio
$7K +$7K +37 New
MA
780
MCF Advisors
Kentucky
$6K – – –
LWA
781
Lenox Wealth Advisors
New York
$6K +$6K +29 New
TFO
782
Tarbox Family Office
California
$5K -$385 -2 -7%
BCI
783
Brinker Capital Investments
Pennsylvania
$5K – – –
ARMC
784
American Research & Management Company
Massachusetts
$5K – – –
WOC
785
West Oak Capital
California
$3.53K – – –
AAP
786
Arax Advisory Partners
Colorado
$3K -$3.75K -25 -56%
BBHC
787
Brown Brothers Harriman & Co
New York
$3K +$3K +17 New
BTIS
788
BB&T Investment Services
North Carolina
$2K – – –
OFW
789
Omnia Family Wealth
Florida
$2K – – –
AWM
790
AllSquare Wealth Management
New York
$2K – – –
FGC
791
Financial Gravity Companies
Texas
$2K +$2K +11 New
Walleye Trading
792
Walleye Trading
New York
$1.61K +$1.54K +7,816 +2,020%
SWA
793
Sutton Wealth Advisors
Florida
$1.18K – – –
VNA
794
Valley National Advisers
Pennsylvania
$1K -$4.17K -25 -81%
PFGIA
795
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
II
796
Inspire Investing
Idaho
$1K +$1K +3 New
GI
797
Gradient Investments
Minnesota
$1K +$1K +7 New
CCT
798
Capital City Trust
Florida
$373 +$373 +1,900 New
PCG
799
Private Capital Group
Connecticut
$14 +$14 +70 New
CIP
800
Champlain Investment Partners
Vermont
– -$69.7M -391,225 Closed
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