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Rockwell Automation
ROK

Overview Fund Activity

625 hedge funds and large institutions have $11.7B invested in Rockwell Automation in 2016 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 216 increasing their positions, 211 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
16.7%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
50
Increased
216
Reduced
211
Closed
38
Calls
$60.4M
Puts
$29.5M
Net Calls
+$30.9M
Net Calls Change
-$18.3M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$37.7M
2
Deutsche Bank
Deutsche Bank
Germany
+$37.3M
3
JHIU
Janus Henderson Investors US
Colorado
+$30.6M
4
UBS Group
UBS Group
Switzerland
+$27M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
2
Ameriprise
Ameriprise
Minnesota
-$108M
3
SAC
Smith Affiliated Capital
New York
-$61.1M
4
Swedbank
Swedbank
Sweden
-$59.1M
5
YCMGA
York Capital Management Global Advisors
New York
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
301
Liberty Mutual Group Asset Management
Massachusetts
$1.28M +$75.7K +619 +6%
MM
302
Midas Management
New York
$1.26M – – –
PP
303
Paloma Partners
Connecticut
$1.25M -$3.24M -26,503 -72%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$1.23M -$3.43K -28 -0.3%
NSEDCP
305
NJ State Employees Deferred Compensation Plan
New Jersey
$1.22M – – –
AG
306
Advisor Group
Arizona
$1.21M -$45.5K -372 -4%
KRS
307
Kentucky Retirement Systems
Kentucky
$1.21M -$145K -1,187 -11%
JG
308
Jefferies Group
New York
$1.18M +$649K +5,305 +122%
ECM
309
Everence Capital Management
Indiana
$1.16M – – –
CBOA
310
Commonwealth Bank of Australia
Australia
$1.12M -$73.5K -600 -6%
Truist Financial
311
Truist Financial
North Carolina
$1.11M -$143K -1,170 -11%
ZIG
312
Zurich Insurance Group
Switzerland
$1.11M – – –
ProShare Advisors
313
ProShare Advisors
Maryland
$1.11M -$377K -3,079 -25%
BHWM
314
Bar Harbor Wealth Management
New Hampshire
$1.09M +$24.1K +197 +2%
AIM
315
Acropolis Investment Management
Missouri
$1.09M -$70.3K -575 -6%
B
316
Barings
North Carolina
$1.09M -$522K -4,270 -32%
CAM
317
CG Asset Management
New York
$1.08M -$251K -2,050 -19%
MAM
318
Meeder Asset Management
Ohio
$1.08M +$1.08M +8,837 +883,700%
SI
319
SII Investments
Wisconsin
$1.08M +$29.8K +244 +3%
DCM
320
Dupont Capital Management
Delaware
$1.08M -$257K -2,100 -19%
William Blair & Company
321
William Blair & Company
Illinois
$1.07M -$39.5K -323 -4%
Canada Pension Plan Investment Board
322
Canada Pension Plan Investment Board
Ontario, Canada
$1.01M +$257K +2,100 +34%
HK
323
Horizon Kinetics
New York
$1.01M – – –
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$1M -$36.7K -300 -4%
WBC
325
Westpac Banking Corp
Australia
$1M +$94K +768 +10%
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