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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 %
PP
101
Prudential plc
United Kingdom
$25.7M -$56.2M -322,484 -69%
Prudential Financial
102
Prudential Financial
New Jersey
$25.3M -$6.65M -38,164 -21%
AG
103
Aperio Group
California
$25.2M +$74.2K +426 +0.3%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$25.2M -$529K -3,034 -2%
National Pension Service
105
National Pension Service
South Korea
$24.8M +$1.89M +10,865 +8%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$23.4M -$583K -3,349 -2%
AAMU
107
Amundi Asset Management US
Massachusetts
$23.2M -$726K -4,167 -3%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$22.4M +$3.9M +22,391 +21%
MG
109
Markel Group
Virginia
$22.3M – – –
CS
110
Candriam SCA
Luxembourg
$22.2M +$6.26M +35,924 +39%
HCM
111
Heathbridge Capital Management
Ontario, Canada
$20.2M -$1.73M -9,950 -8%
Nordea Investment Management
112
Nordea Investment Management
Sweden
$20M +$1.4M +8,065 +8%
KeyBank National Association
113
KeyBank National Association
Ohio
$19.2M +$768K +4,409 +4%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$19.2M -$531K -3,047 -3%
SIA
115
Sit Investment Associates
Minnesota
$18.8M +$344K +1,975 +2%
O
116
OppenheimerFunds
New York
$18.7M -$5.88M -33,776 -24%
KCM
117
Kornitzer Capital Management
Kansas
$17.8M +$1.77M +10,150 +11%
NIPH
118
NN Investment Partners Holdings
Netherlands
$17.3M +$468K +2,686 +3%
MWAC
119
Mariner Wealth Advisors (Cincinnati)
Ohio
$17.3M +$17.1M +97,965 +8,906%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$17.2M -$505K -2,900 -3%
Stifel Financial
121
Stifel Financial
Missouri
$17.1M +$2.62M +15,048 +18%
Fisher Asset Management
122
Fisher Asset Management
Washington
$17.1M -$1.72M -9,862 -9%
RS
123
Robeco Schweiz
Switzerland
$16.4M -$1.41M -8,100 -8%
Canada Life
124
Canada Life
Manitoba, Canada
$16.3M -$335K -1,910 -2%
SC
125
Selz Capital
New York
$15.4M +$1.05M +6,000 +7%
3 4
5
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