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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 %
TFGT
776
TS Financial Group (TSFG)
Illinois
$10K 55 +55 New
PFSC
777
Peoples Financial Services Corp
Pennsylvania
$9K 50 – –
AIM
778
Advantage Investment Management
Iowa
$9K 54 – –
MCM
779
MV Capital Management
Maryland
$9K 52 +21 +68%
PGWM
780
Parisi Gray Wealth Management
New Jersey
$8K 48 -34 -41%
PB
781
Pinnacle Bancorp
Nebraska
$8K 45 – –
EWM
782
Executive Wealth Management
Michigan
$8K 44 +19 +76%
FHA
783
First Horizon Advisors
Tennessee
$7K 45 – –
SWP
784
Strategic Wealth Partners
Ohio
$7K 40 +40 New
PFBT
785
Parkside Financial Bank & Trust
Missouri
$6K 37 -24 -39%
CAL
786
Capital Advisors Ltd
Ohio
$6K 34 – –
LWS
787
Lucia Wealth Services
California
$6K 36 – –
PWM
788
PRW Wealth Management
Massachusetts
$5K 29 -62 -68%
SPL
789
Smart Portfolios LLC
Washington
$5K 30 – –
ME
790
McIlrath & Eck
Washington
$5K 31 – –
WAS
791
WESPAC Advisors SoCal
California
$5K 33 – –
SIM
792
Sonora Investment Management
Arizona
$5K 27 +27 New
BMM
793
Buffington Mohr McNeal
Idaho
$5K 27 +27 New
GEA
794
Glen Eagle Advisors
New Jersey
$4.74K 27 +27 New
PFO
795
Pathstone Family Office
New Jersey
$4K 21 -1,217 -98%
AIA
796
Alera Investment Advisors
Illinois
$4K 23 -42 -65%
PWMG
797
Prestige Wealth Management Group
New Jersey
$4K 25 -10 -29%
APC
798
Aspire Private Capital
North Carolina
$4K 25 – –
CWA
799
Clarus Wealth Advisors
Arizona
$4K 21 – –
LWM
800
Lenox Wealth Management
Ohio
$4K 25 – –
30 31
32
33 34