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Rockwell Automation
ROK

Overview Fund Activity

691 hedge funds and large institutions have $15B invested in Rockwell Automation in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 243 increasing their positions, 236 reducing their positions, and 50 closing their positions.

Holders
691
Holders Change
+36
Holders Change %
+5.5%
% of All Funds
17.23%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.32%
New
96
Increased
243
Reduced
236
Closed
50
Calls
$48.3M
Puts
$99.5M
Net Calls
-$51.1M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.4B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$109M
4
Franklin Resources
4
Franklin Resources
California
$131M
5
FAM
5
Fred Alger Management
New York
$84.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$373M
2
Capital World Investors
2
Capital World Investors
California
$722M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$0
4
Harris Associates
4
Harris Associates
Illinois
$0
5
American Century Companies
5
American Century Companies
Missouri
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
76
OppenheimerFunds
New York
$39.1M -$34.2M -219,655 -47%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$38M -$729K -4,685 -2%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$37.4M +$5.74M +36,873 +18%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$36.2M -$539K -3,459 -1%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$35.3M +$722K +4,637 +2%
Prudential Financial
81
Prudential Financial
New Jersey
$35M +$3.65M +23,410 +12%
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$34.1M -$4.44M -28,516 -12%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$34M +$22.5M +144,419 +195%
Principal Financial Group
84
Principal Financial Group
Iowa
$33.8M +$1.81M +11,600 +6%
AAM
85
Aberdeen Asset Management
United Kingdom
$32.8M -$18.1M -116,315 -36%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.5M -$311 -2 -0%
PPA
87
Parametric Portfolio Associates
Washington
$32.2M -$1.58M -10,166 -5%
Asset Management One
88
Asset Management One
Japan
$32M -$2.87M -18,416 -8%
RG
89
Renaissance Group
Kentucky
$32M -$4.63M -29,703 -13%
GC
90
Guggenheim Capital
Illinois
$31.7M -$584K -3,753 -2%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$31.1M -$802K -5,149 -3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$30.5M -$25.3M -162,808 -45%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$29.9M +$787K +5,054 +3%
Invesco
94
Invesco
Georgia
$29M -$1.07M -6,861 -4%
USAA
95
United Services Automobile Association
Texas
$28.7M -$3.59M -23,025 -11%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$28.5M +$438K +2,811 +2%
FPCG
97
Fort Pitt Capital Group
Pennsylvania
$28.4M -$176K -1,130 -0.6%
WJA
98
Williams Jones & Associates
New York
$28M -$91.1K -585 -0.3%
RMCM
99
Reynders McVeigh Capital Management
Massachusetts
$26.4M -$2.11M -13,574 -7%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$26.2M +$4.86M +31,209 +23%
2 3
4
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