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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 %
ARMC
801
American Research & Management Company
Massachusetts
$4K 25 – –
APC
802
Aspire Private Capital
North Carolina
$4K 25 – –
LWM
803
Lenox Wealth Management
Ohio
$4K 25 – –
RIA
804
Realta Investment Advisors
Delaware
$4K 20 +20 New
WCG
805
Weaver Consulting Group
California
$4K 24 +24 New
PMFA
806
Plante Moran Financial Advisors
Michigan
$3K 17 – –
TFO
807
Tarbox Family Office
California
$3K 18 – –
WOC
808
West Oak Capital
California
$3K 18 – –
OFW
809
Omnia Family Wealth
Florida
$3K 19 +9 +90%
GT
810
Glenmede Trust
Pennsylvania
$2.26K 12,878 +1,755 +16%
CCM
811
Cribstone Capital Management
Maine
$2K 10 -70 -88%
CA
812
Centerpoint Advisors
Massachusetts
$2K 14 – –
AWM
813
AllSquare Wealth Management
New York
$2K 12 – –
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$2K 12 +12 New
SWA
815
Sutton Wealth Advisors
Florida
$1.05K 6 – –
FANJ
816
Financial Architects (New Jersey)
New Jersey
$1K 7 – –
GTAM
817
Global Trust Asset Management
Florida
$1K 4 – –
CVA
818
Ceredex Value Advisors
Florida
– – -479,943 Closed
CCWA
819
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -211,007 Closed
Arrowstreet Capital
820
Arrowstreet Capital
Massachusetts
– – -151,906 Closed
Nomura Holdings
821
Nomura Holdings
Japan
– – -81,722 Closed
Citadel Advisors
822
Citadel Advisors
Florida
– – -76,650 Closed
Voloridge Investment Management
823
Voloridge Investment Management
Florida
– – -70,089 Closed
IP
824
Interval Partners
New York
– – -69,901 Closed
MWNA
825
Marshall Wace North America
New York
– – -44,894 Closed
31 32
33
34 35