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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 %
LFG
801
LifePlan Financial Group
Ohio
$3K – – –
ME
802
McIlrath & Eck
Washington
$3K – – –
CA
803
Centerpoint Advisors
Massachusetts
$3K – – –
AWM
804
AllSquare Wealth Management
New York
$2K – – –
OFW
805
Omnia Family Wealth
Florida
$2K – – –
SWA
806
Sutton Wealth Advisors
Florida
$1.88K – – –
FRA
807
Front Row Advisors
California
$1.38K -$7 -45 -0.5%
FANJ
808
Financial Architects (New Jersey)
New Jersey
$1K – – –
GTAM
809
Global Trust Asset Management
Florida
$1K – – –
FGAM
810
Financial Gravity Asset Management
Texas
$1K – – –
VNA
811
Valley National Advisers
Pennsylvania
$1K – – –
TC
812
Trilogy Capital
California
$1K – – –
DWM
813
Destination Wealth Management
California
$1K +$1K +4 New
Fidelity International
814
Fidelity International
Bermuda
$1K +$1K +6 New
American Century Companies
815
American Century Companies
Missouri
– -$64.5M -388,210 Closed
Two Sigma Investments
816
Two Sigma Investments
New York
– -$31.7M -190,776 Closed
DKCM
817
Davidson Kempner Capital Management
New York
– -$29.1M -175,000 Closed
CIM
818
Chiron Investment Management
New York
– -$22.9M -138,054 Closed
CCI
819
Columbus Circle Investors
– -$22.2M -133,314 Closed
1832 Asset Management
820
1832 Asset Management
Ontario, Canada
– -$20.4M -122,500 Closed
Capital Fund Management (CFM)
821
Capital Fund Management (CFM)
France
– -$13.9M -83,743 Closed
Susquehanna International Group
822
Susquehanna International Group
Pennsylvania
– -$12.8M -77,296 Closed
SCM
823
Suffolk Capital Management
New York
– -$12.8M -77,003 Closed
ZIM
824
Zacks Investment Management
Illinois
– -$7.03M -42,302 Closed
HI
825
HBK Investments
Texas
– -$5.65M -34,000 Closed
31 32
33
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