ROK icon

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 %
CPIM
801
Columbia Partners Investment Management
Virginia
– -$3.47M -17,684 Closed
PPC
802
Precision Path Capital
New York
– -$3.34M -17,000 Closed
QIM
803
Quantitative Investment Management
Virginia
– -$3.32M -16,900 Closed
ZIG
804
Zurich Insurance Group
Switzerland
– -$3.21M -16,361 Closed
AC
805
Ascend Capital
California
– -$2.31M -11,749 Closed
WC
806
Wexford Capital
Florida
– -$2.05M -10,462 Closed
OAM
807
Oxford Asset Management
United Kingdom
– -$1.9M -9,675 Closed
AIMCA
808
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.77M -9,000 Closed
Wealth Enhancement Advisory Services
809
Wealth Enhancement Advisory Services
Minnesota
– -$1.36M -6,531 Closed
SSA
810
Schonfeld Strategic Advisors
New York
– -$1.25M -6,383 Closed
MC
811
Menta Capital
California
– -$1.16M -5,920 Closed
GH
812
GAM Holding
Switzerland
– -$1.16M -5,891 Closed
PAG
813
Private Advisor Group
New Jersey
– -$1.18M -5,853 Closed
FP
814
FDO Partners
Massachusetts
– -$1.05M -5,340 Closed
MCM
815
Moore Capital Management
New York
– -$982K -5,000 Closed
ICP
816
Ironvine Capital Partners
Nebraska
– -$970K -4,939 Closed
WP
817
WealthSource Partners
California
– -$736K -3,749 Closed
TL
818
TrueWealth LLC
Georgia
– -$628K -3,200 Closed
AA
819
ALPS Advisors
Colorado
– -$621K -3,162 Closed
CA
820
Calton & Associates
Florida
– -$589K -2,881 Closed
ICA
821
Infrastructure Capital Advisors
New York
– -$548K -2,790 Closed
Assenagon Asset Management
822
Assenagon Asset Management
Luxembourg
– -$543K -2,764 Closed
VIA
823
Virtus Investment Advisers
Connecticut
– -$526K -2,679 Closed
IH
824
IFC Holdings
Florida
– -$480K -2,431 Closed
GLA
825
Great Lakes Advisors
Illinois
– -$468K -2,383 Closed
31 32
33
34 35