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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 %
LFG
776
LifePlan Financial Group
Ohio
$4K +$4K +24 New
WOC
777
West Oak Capital
California
$3.14K – – –
ME
778
McIlrath & Eck
Washington
$3K -$6K -36 -67%
MSTVIM
779
Messner & Smith Theme Value Investment Management
California
$3K +$3K +15 New
Nomura Holdings
780
Nomura Holdings
Japan
$2.98K -$2.07K -11,829 -41%
FGC
781
Financial Gravity Companies
Texas
$2K -$200 -1 -9%
OFW
782
Omnia Family Wealth
Florida
$2K – – –
AWM
783
AllSquare Wealth Management
New York
$2K – – –
FGAM
784
Financial Gravity Asset Management
Texas
$2K +$2K +10 New
CIP
785
Convergence Investment Partners
Florida
$2K +$2K +11 New
SWA
786
Sutton Wealth Advisors
Florida
$1.05K – – –
AWM
787
Avior Wealth Management
Nebraska
$1K -$50.3K -201 -98%
GI
788
Gradient Investments
Minnesota
$1K – – –
VNA
789
Valley National Advisers
Pennsylvania
$1K – – –
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SLF
791
Sun Life Financial
Ontario, Canada
$582 -$1.04K -180 -64%
SAM
792
Scopus Asset Management
New York
– -$51.1M -260,500 Closed
Arrowstreet Capital
793
Arrowstreet Capital
Massachusetts
– -$37M -188,614 Closed
Holocene Advisors
794
Holocene Advisors
New York
– -$13.9M -70,780 Closed
BCM
795
Barometer Capital Management
Ontario, Canada
– -$13.5M -68,725 Closed
Point72 Asset Management
796
Point72 Asset Management
Connecticut
– -$13.5M -68,697 Closed
MWNA
797
Marshall Wace North America
New York
– -$9.68M -49,280 Closed
MME
798
Meag Munich Ergo
Germany
– -$6.98M -35,129 Closed
WMSA
799
Weiss Multi-Strategy Advisers
New York
– -$5.65M -28,781 Closed
AL
800
AJO LP
Pennsylvania
– -$5.07M -25,813 Closed
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