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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 %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$19.5M -$850K -4,535 -4%
Stifel Financial
127
Stifel Financial
Missouri
$18.7M -$138K -734 -0.7%
CVA
128
Ceredex Value Advisors
Florida
$18.1M -$29.9M -159,525 -62%
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$18.1M +$5.09M +27,125 +39%
CIC
130
Carnegie Investment Counsel
Ohio
$17.9M +$1.65M +9,598 +10%
Squarepoint
131
Squarepoint
New York
$17M +$8.45M +45,045 +99%
Canada Pension Plan Investment Board
132
Canada Pension Plan Investment Board
Ontario, Canada
$16.6M -$4.66M -24,842 -22%
SEC
133
Seven Eight Capital
New York
$15.9M -$244K -1,300 -2%
Fisher Asset Management
134
Fisher Asset Management
Washington
$15.7M -$1.53M -8,153 -9%
RS
135
Robeco Schweiz
Switzerland
$15.7M +$1.33M +7,000 +9%
RMDI
136
R.M. Davis Inc
Maine
$15.5M +$1.41M +7,501 +10%
Canada Life
137
Canada Life
Manitoba, Canada
$15.3M -$3.11M -16,596 -17%
CTA
138
Carillon Tower Advisers
Florida
$15.2M +$11.6M +61,675 +320%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$15.1M -$119K -637 -0.8%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$15M +$1.67M +8,885 +12%
BFO
141
Boston Family Office
Massachusetts
$14.9M +$634K +3,379 +4%
TIM
142
Triodos Investment Management
Netherlands
$14.8M +$804K +4,285 +6%
MC
143
Martin Currie
United Kingdom
$14.6M +$9.41M +50,167 +181%
RJA
144
Raymond James & Associates
Florida
$14.4M +$1.87M +9,960 +15%
CI
145
Cooper Investors
Australia
$14.1M – – –
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$14.1M +$65.4K +349 +0.5%
US Bancorp
147
US Bancorp
Minnesota
$13.9M +$1.01M +5,393 +8%
AAM
148
Advisors Asset Management
Colorado
$13.1M -$997K -5,316 -7%
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$13M +$3.96M +21,089 +44%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$12.8M -$568K -3,027 -4%
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6
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