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Rockwell Automation
ROK

Overview Fund Activity

756 hedge funds and large institutions have $14.2B invested in Rockwell Automation in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 257 increasing their positions, 274 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-48
Holders Change %
-5.97%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
50
Increased
257
Reduced
274
Closed
92
Calls
$90.2M
Puts
$75.3M
Net Calls
+$14.9M
Net Calls Change
-$29.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.79B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$365M
4
CVA
Ceredex Value Advisors
Florida
$135M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$119M

Top Sellers

1
BlackRock
BlackRock
New York
$1.45B
2
JIM
Jupiter Investment Management
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$166M
4
Ameriprise
Ameriprise
Minnesota
$21M
5
UBS Group
UBS Group
Switzerland
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
176
Isthmus Partners
Wisconsin
$6.94M +$37.2K +226 +0.5%
CRB
177
Chad R. Baker
$6.93M – – –
RJFSA
178
Raymond James Financial Services Advisors
Florida
$6.87M -$120K -730 -2%
PTC
179
Philadelphia Trust Company
Pennsylvania
$6.87M -$74.2K -450 -1%
CWM
180
Cabot Wealth Management
Massachusetts
$6.81M -$1.45M -8,791 -18%
Aviva
181
Aviva
United Kingdom
$6.79M -$535K -3,245 -7%
TAM
182
Tocqueville Asset Management
New York
$6.78M +$1.55M +9,384 +30%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.78M +$74.5K +452 +1%
William Blair & Company
184
William Blair & Company
Illinois
$6.7M -$63K -382 -0.9%
TAM
185
Trillium Asset Management
Massachusetts
$6.52M +$81.4K +494 +1%
Stifel Financial
186
Stifel Financial
Missouri
$6.31M -$1.26M -7,657 -17%
MNG
187
Manning & Napier Group
New York
$6.19M +$11.2K +68 +0.2%
Mirae Asset Global Investments
188
Mirae Asset Global Investments
South Korea
$6.17M -$506K -3,069 -8%
BCB
189
Brian C. Broderick
$6.13M +$429K +2,601 +8%
ACI
190
AMP Capital Investors
Australia
$5.96M -$3.2M -19,220 -35%
ACM
191
Azimuth Capital Management
Michigan
$5.96M +$162K +985 +3%
ZIG
192
Zurich Insurance Group
Switzerland
$5.9M +$5.9M +35,823 New
XK
193
Xact Kapitalforvaltning
Sweden
$5.85M +$487K +2,953 +9%
NI
194
Nuance Investments
Missouri
$5.61M +$5.61M +34,049 New
LPL Financial
195
LPL Financial
California
$5.58M +$440K +2,671 +9%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$5.43M -$24.7K -150 -0.5%
MKC
197
M. Kraus & Co
Vermont
$5.4M +$217K +1,316 +4%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$5.39M -$8.4M -50,966 -61%
DADC
199
D.A. Davidson & Co
Montana
$5.31M +$28.3K +172 +0.5%
MPI
200
Mairs & Power Inc
Minnesota
$5.28M +$5.28M +32,030 New
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