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 %
WA
826
WESPAC Advisors
California
– -$388K -1,978 Closed
FIM
827
Foresters Investment Management
New York
– -$372K -1,896 Closed
STB
828
S&T Bank
Pennsylvania
– -$354K -1,800 Closed
DS
829
DRW Securities
Illinois
– -$353K -1,800 Closed
KP
830
Keel Point
Alabama
– -$338K -1,724 Closed
HCMT
831
Highland Capital Management (Tennessee)
Tennessee
– -$332K -1,691 Closed
FFBTD
832
First Financial Bank - Trust Division
Ohio
– -$332K -1,690 Closed
DCM
833
Dynamic Capital Management
Jersey
– -$328K -1,669 Closed
TAM
834
Tiverton Asset Management
Delaware
– -$327K -1,663 Closed
LC
835
Lourd Capital
California
– -$325K -1,654 Closed
SCM
836
Shelton Capital Management
Colorado
– -$252K -1,285 Closed
CCP
837
Clarkston Capital Partners
Michigan
– -$250K -1,274 Closed
LW
838
Linscomb Wealth
Texas
– -$222K -1,130 Closed
UR
839
USCA RIA
Texas
– -$221K -1,127 Closed
PL
840
Parkwood LLC
Ohio
– -$220K -1,121 Closed
NEPWA
841
New England Private Wealth Advisors
Massachusetts
– -$220K -1,120 Closed
EWM
842
Evermay Wealth Management
Virginia
– -$219K -1,115 Closed
NWP
843
Northstar Wealth Partners
Connecticut
– -$223K -1,105 Closed
EHC
844
Everett Harris & Co
California
– -$216K -1,100 Closed
MCM
845
Maple Capital Management
Vermont
– -$215K -1,097 Closed
WS
846
Wedbush Securities
California
– -$214K -1,089 Closed
NB
847
Nicolet Bankshares
Wisconsin
– -$207K -1,055 Closed
Calamos Advisors
848
Calamos Advisors
Illinois
– -$207K -1,055 Closed
P
849
Pitcairn
Pennsylvania
– -$206K -1,049 Closed
CL
850
CPWM LLC
Washington
– -$204K -1,041 Closed
31 32 33
34
35