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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 %
LCM
851
Landscape Capital Management
New Jersey
– -$236K -1,422 Closed
MF
852
Magnetar Financial
Illinois
– -$232K -1,397 Closed
LSAG
853
Lake Street Advisors Group
New Hampshire
– -$230K -1,386 Closed
UF
854
Univest Financial
Pennsylvania
– -$224K -1,345 Closed
SL
855
Signition LP
New York
– -$211K -1,270 Closed
Fuller & Thaler Asset Management
856
Fuller & Thaler Asset Management
California
– -$199K -1,200 Closed
AIP
857
Almanack Investment Partners
Pennsylvania
– -$198K -1,188 Closed
TCM
858
Tuttle Capital Management
Connecticut
– -$182K -1,100 Closed
MS
859
Marshall & Sullivan
Washington
– -$158K -950 Closed
CF
860
Centaurus Financial
California
– -$103K -621 Closed
PFA
861
Pathway Financial Advisors
Vermont
– -$75K -450 Closed
CPA
862
Clear Perspective Advisors
Illinois
– -$62K -375 Closed
OIA
863
OneDigital Investment Advisors
Kansas
– -$58K -347 Closed
LC
864
Landaas & Company
Wisconsin
– -$42K -250 Closed
TG
865
TLP Group
Illinois
– -$38K -227 Closed
BAMCO Inc
866
BAMCO Inc
New York
– -$32K -194 Closed
RWP
867
RWA Wealth Partners
Massachusetts
– -$29K -175 Closed
PW
868
Price Wealth
Texas
– -$18K -113 Closed
GFP
869
Gryphon Financial Partners
Ohio
– -$15K -96 Closed
BCA
870
Bay Colony Advisors
Massachusetts
– -$15K -91 Closed
PFO
871
Pathstone Family Office
New Jersey
– -$8K -48 Closed
NL
872
NVWM LLC
Pennsylvania
– -$5K -33 Closed
IUHSA
873
Itau Unibanco Holding S.A.
Brazil
– -$5K -31 Closed
CCMW
874
Cypress Capital Management (Wyoming)
Wyoming
– -$3K -21 Closed
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