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Rockwell Automation
ROK

Overview Fund Activity

599 hedge funds and large institutions have $10.4B invested in Rockwell Automation in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 178 increasing their positions, 235 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
15.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
63
Increased
178
Reduced
235
Closed
57
Calls
$40.6M
Puts
$42.2M
Net Calls
-$1.52M
Net Calls Change
+$44.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$81M
2
Ameriprise
Ameriprise
Minnesota
+$70.9M
3
WG
Winton Group
United Kingdom
+$70M
4
Lazard Asset Management
Lazard Asset Management
New York
+$58.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$171M
2
Bank of America
Bank of America
North Carolina
-$83.8M
3
Primecap Management
Primecap Management
California
-$65.8M
4
GE
General Electric
Ohio
-$53.9M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
-$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
301
Rockland Trust
Massachusetts
$1.06M +$132K +1,284 +14%
Envestnet Asset Management
302
Envestnet Asset Management
Illinois
$1.04M -$19.8K -193 -2%
PC
303
Palo Capital
California
$1.04M +$239K +2,324 +30%
KRS
304
Kentucky Retirement Systems
Kentucky
$1.03M +$84.7K +825 +9%
NSEDCP
305
NJ State Employees Deferred Compensation Plan
New Jersey
$1.03M – – –
AT
306
Arden Trust
Delaware
$1.02M -$59.9K -584 -6%
AIM
307
Acropolis Investment Management
Missouri
$989K -$36.4K -355 -4%
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$986K -$51.3K -500 -5%
Nomura Holdings
309
Nomura Holdings
Japan
$981K -$323K -3,143 -25%
Truist Financial
310
Truist Financial
North Carolina
$974K +$169K +1,645 +21%
CIM
311
Calvert Investment Management
Maryland
$953K +$262K +2,549 +38%
DADC
312
D.A. Davidson & Co
Montana
$950K -$60.4K -589 -6%
CBOA
313
Commonwealth Bank of Australia
Australia
$945K +$15.1K +147 +2%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$944K -$61.6K -600 -6%
ZIG
315
Zurich Insurance Group
Switzerland
$934K – – –
DC
316
Deere & Company
Illinois
$930K – – –
GWM
317
Gupta Wealth Management
California
$927K +$144K +1,402 +18%
ECM
318
Everence Capital Management
Indiana
$919K -$321K -3,130 -26%
DCM
319
Dupont Capital Management
Delaware
$913K -$4.47M -43,600 -83%
LOAMS
320
Lombard Odier Asset Management (Switzerland)
Switzerland
$912K +$912K +8,872 New
SCM
321
Stevens Capital Management
Pennsylvania
$906K +$906K +8,832 New
CSS
322
Cubist Systematic Strategies
Connecticut
$897K +$897K +8,744 New
MCM
323
Murphy Capital Management
New Jersey
$892K -$513K -5,000 -36%
COPPSERS
324
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$885K +$923 +9 +0.1%
LWM
325
Lyons Wealth Management
Florida
$865K +$131K +1,279 +18%
11 12
13
14 15