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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 %
PFBT
776
Parkside Financial Bank & Trust
Missouri
$11K -$400 -2 -4%
CFA
777
Camarda Financial Advisors
Florida
$11K – – –
OC
778
Oakworth Capital
Alabama
$11K – – –
PFSC
779
Peoples Financial Services Corp
Pennsylvania
$9K – – –
AWM
780
Avior Wealth Management
Nebraska
$9K – – –
PG
781
Patten Group
Tennessee
$9K – – –
Acadian Asset Management
782
Acadian Asset Management
Massachusetts
$9K +$391 +2 +5%
CIA
783
CSat Investment Advisory
Michigan
$9K +$1.44K +8 +19%
MCM
784
MV Capital Management
Maryland
$8K -$585 -3 -7%
First Manhattan
785
First Manhattan
New York
$8K – – –
CBT
786
Central Bank & Trust
Kentucky
$8K +$8K +40 New
CAG
787
Csenge Advisory Group
Florida
$7K -$259K -1,589 -97%
LWS
788
Lucia Wealth Services
California
$7K – – –
HFM
789
Hartford Financial Management
Connecticut
$6K – – –
CAL
790
Capital Advisors Ltd
Ohio
$6K – – –
BCI
791
Brinker Capital Investments
Pennsylvania
$5K – – –
LWM
792
Lenox Wealth Management
Ohio
$5K – – –
ARMC
793
American Research & Management Company
Massachusetts
$5K – – –
TFO
794
Tarbox Family Office
California
$5K – – –
CWA
795
Clarus Wealth Advisors
Arizona
$4K – – –
KTC
796
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
MSA
797
Marino Stram & Associates
Massachusetts
$4K – – –
MIM
798
Macroview Investment Management
Maryland
$4K +$4K +21 New
WOC
799
West Oak Capital
California
$3.38K – – –
PMFA
800
Plante Moran Financial Advisors
Michigan
$3K -$8.65K -49 -74%
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