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 %
GG
851
Gofen & Glossberg
Illinois
– -$202K -1,030 Closed
AWM
852
Aries Wealth Management
Maine
– -$209K -1,027 Closed
PCM
853
Prelude Capital Management
New York
– -$176K -896 Closed
LBG
854
Lloyds Banking Group
United Kingdom
– -$174K -889 Closed
Acadian Asset Management
855
Acadian Asset Management
Massachusetts
– -$171K -870 Closed
PG
856
Pendal Group
Australia
– -$112K -570 Closed
AFNAS
857
American Financial Network Advisory Services
California
– -$106K -540 Closed
EWM
858
Evercore Wealth Management
New York
– -$85K -432 Closed
NIT
859
NumerixS Investment Technologies
British Columbia, Canada
– -$79K -400 Closed
MRCM
860
M&R Capital Management
New Jersey
– -$69K -353 Closed
BL
861
Balentine LLC
Georgia
– -$53K -270 Closed
LC
862
Landaas & Company
Wisconsin
– -$49K -250 Closed
SPI
863
Santori & Peters Inc
Pennsylvania
– -$19K -107 Closed
GT
864
Greenleaf Trust
Michigan
– -$21K -107 Closed
MSFP
865
Mark Sheptoff Financial Planning
Connecticut
– -$20K -100 Closed
KJWM
866
Kiley Juergens Wealth Management
Washington
– -$18K -91 Closed
WA
867
Winfield Associates
Ohio
– -$17K -82 Closed
WA
868
Waverly Advisors
Alabama
– -$12K -63 Closed
FBT
869
First Bank & Trust
South Dakota
– -$10K -50 Closed
GBT
870
Grove Bank & Trust
Florida
– -$9K -48 Closed
CFD
871
Creative Financial Designs
Indiana
– -$7K -35 Closed
MA
872
MCF Advisors
Kentucky
– -$6K -30 Closed
BBHC
873
Brown Brothers Harriman & Co
New York
– -$3K -17 Closed
II
874
Inspire Investing
Idaho
– -$1K -3 Closed
31 32 33 34
35